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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2023-08-28 (Q2 2023) | Holdings: 282 | Value: $1.2B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTV - Vanguard US Value Index ETF | Add 4% ($5.5M) | 11.92% | $143.2M | +30.11% | +0.00% | +23.01% | |
| VUG - Vanguard US Growth Index ETF | 11.66% | $140.1M | +63.68% | +6.43% | +33.06% | ||
| VV - Vanguard Large-Cap ETF | New Purchase | 7.33% | $88.0M | +48.24% | +3.51% | +28.37% | |
| VTI - Vanguard Total Stock Market ETF | Add 598% ($54.6M) | 5.30% | $63.7M | +45.34% | +2.83% | +27.25% | |
| VGK - Vanguard FTSE Europe Index ETF | Add 2% ($873.2K) | 4.49% | $54.0M | +33.21% | +2.39% | +20.65% | |
| VB - Vanguard US Small Cap Index ETF | Add 6% ($2.2M) | 3.44% | $41.3M | +26.30% | -1.51% | +19.60% | |
| MSFT - Microsoft Corporation | Add 8% ($2.9M) | 3.43% | $41.2M | +67.97% | +17.94% | +29.31% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 3% ($1.3M) | 3.40% | $40.9M | +27.81% | +2.26% | +17.33% | |
| VOO - Vanguard 500 ETF | New Purchase | 2.41% | $29.0M | +46.82% | +3.10% | +28.03% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 1% ($361.7K) | 2.19% | $26.3M | +18.33% | +0.32% | +20.41% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 5% ($1.2M) | 2.17% | $26.0M | +30.37% | +0.20% | +13.23% | |
| AAPL - Apple Inc | Add 2% ($522.0K) | 1.89% | $22.7M | +16.51% | +5.52% | +28.53% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 2% $(473.3K) | 1.81% | $21.8M | +63.44% | +6.80% | +35.44% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 71% ($8.4M) | 1.70% | $20.4M | ||||
| SCHF - Schwab International Equity ETF | Reduce 1% $(139.9K) | 1.42% | $17.0M | +32.40% | +2.47% | +20.07% | |
| IUSV - iShares Core S&P U.S. Value ETF | Add 2% ($376.1K) | 1.41% | $17.0M | +27.90% | +3.03% | +23.77% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 1% $(173.7K) | 1.33% | $16.0M | +30.26% | -0.43% | +20.26% | |
| QQQ - Invesco QQQ Trust | 1.27% | $15.3M | +56.08% | +6.50% | +29.29% | ||
| IEUR - iShares Core MSCI Europe ETF | 1.21% | $14.6M | +32.65% | +2.23% | +20.80% | ||
| N/A - Vanguard Growth Index Admiral | Reduce 3% $(390.0K) | 1.21% | $14.5M | ||||
| AMZN - Amazon.com Inc | Add 2% ($215.7K) | 1.19% | $14.3M | +75.52% | +9.70% | +29.04% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 1% ($153.9K) | 1.17% | $14.0M | +32.68% | +2.37% | +19.58% | |
| SUSA - iShares MSCI USA ESG Select ETF | Add 1% ($169.7K) | 1.16% | $14.0M | +40.62% | +2.12% | +26.63% | |
| VIG - Vanguard Dividend Appreciation ETF | New Purchase | 1.01% | $12.1M | +32.29% | +1.44% | +22.64% | |
| N/A - Vanguard Value Index Adm | Add 4% ($496.6K) | 0.96% | $11.6M | ||||
| Z - Zillow Group Inc | 0.83% | $9.9M | +57.52% | -16.26% | +10.63% | ||
| N/A - Vanguard Developed Markets Index Admiral | Add 2% ($225.2K) | 0.79% | $9.5M | ||||
| ESGD - iShares ESG MSCI Eafe ETF | Add 2% ($213.9K) | 0.79% | $9.5M | +30.50% | +2.17% | +20.50% | |
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 5% $(486.2K) | 0.74% | $8.9M | +31.30% | -0.28% | +13.71% | |
| IPAC - iShares Core MSCI Pacific ETF | 0.69% | $8.3M | +29.87% | +2.39% | +19.60% | ||
| SCHA - Schwab US Small-Cap ETF | Add 1% ($50.2K) | 0.56% | $6.7M | +22.17% | -2.27% | +18.67% | |
| GOOGL - Alphabet Inc Class A | Add 1% ($47.6K) | 0.56% | $6.7M | +45.99% | +2.08% | +22.48% | |
| VBR - Vanguard Small-Cap Value ETF | 0.51% | $6.1M | +24.61% | -0.88% | +21.27% | ||
| N/A - Vanguard Small Cap Index Adm | Add 4% ($245.7K) | 0.51% | $6.1M | ||||
| ESGV - Vanguard ESG US Stock ETF | 0.51% | $6.1M | +47.17% | +3.87% | +28.42% | ||
| IWF - iShares Russell 1000 Growth | Reduce 2% $(117.0K) | 0.50% | $6.0M | +62.33% | +6.15% | +32.74% | |
| GOOG - Alphabet Inc Class C | 0.49% | $5.9M | +45.87% | +2.56% | +23.00% | ||
| VBK - Vanguard Small-Cap Growth ETF | 0.48% | $5.8M | +28.27% | -2.28% | +17.51% | ||
| IWB - iShares Russell 1000 | New Purchase | 0.46% | $5.5M | +46.41% | +3.10% | +27.52% | |
| N/A - Vanguard 500 Index Admiral | Add 1% ($63.6K) | 0.41% | $4.9M | ||||
| ICF - iShares Cohen & Steers REIT ETF | 0.39% | $4.7M | +18.10% | +1.82% | +21.90% | ||
| SPY - SPDR S&P 500 ETF | Add 11% ($455.7K) | 0.38% | $4.6M | +46.59% | +3.06% | +27.90% | |
| CRM - Salesforce.com Inc | 0.37% | $4.5M | +26.04% | +11.41% | +24.67% | ||
| SBUX - Starbucks Corp | 0.33% | $4.0M | -4.34% | +3.12% | -0.10% | ||
| IJR - iShares Core S&P Small-Ca | Reduce 13% $(591.5K) | 0.32% | $3.9M | +15.06% | -2.85% | +18.52% | |
| TSLA - Tesla Motors Inc | 0.31% | $3.7M | +29.21% | +2.33% | -13.54% | ||
| ESML - iShares ESG Aware MSCI USa Small-Cap ETF | Add 5% ($141.9K) | 0.27% | $3.2M | +22.32% | -2.54% | +18.19% | |
| VSGX - Vanguard ESG International Stock ETF | Reduce 3% $(109.7K) | 0.25% | $3.0M | +31.91% | +1.99% | +18.91% | |
| N/A - DFA US Sustainability Core 2 | Reduce 15% $(524.6K) | 0.25% | $3.0M | ||||
| ZG - Zillow Group Inc | 0.24% | $2.9M | +55.05% | -17.82% | +9.05% | ||
| BRK.B - Berkshire Hathaway Inc B | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - DFA US Core Equity 1 I | Reduce 100% | 0.00% | $0.00 | ||||
| TMUS - T-Mobile US Inc | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | Reduce 100% | 0.00% | $0.00 | ||||