10,000+ stock pitches from top investors available on joinyellowbrick.com
Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2023-11-17 (Q3 2023) | Holdings: 256 | 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.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTV - Vanguard US Value Index ETF | Add 1% ($1.9M) | 12.01% | $141.0M | +31.20% | +9.91% | +28.92% | |
| VUG - Vanguard US Growth Index ETF | Reduce 3% $(4.1M) | 11.13% | $130.7M | +55.81% | +12.04% | +36.28% | |
| VV - Vanguard Large-Cap ETF | 7.24% | $85.0M | +44.76% | +10.96% | +32.89% | ||
| VTI - Vanguard Total Stock Market ETF | 5.25% | $61.7M | +42.75% | +11.14% | +32.54% | ||
| VGK - Vanguard FTSE Europe Index ETF | Add 10% ($5.3M) | 4.77% | $56.0M | +31.93% | +6.96% | +10.05% | |
| VB - Vanguard US Small Cap Index ETF | Add 19% ($7.6M) | 4.00% | $46.9M | +29.26% | +12.35% | +30.89% | |
| VOO - Vanguard 500 ETF | Add 59% ($16.5M) | 3.79% | $44.4M | +43.72% | +10.73% | +32.45% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 10% ($4.1M) | 3.69% | $43.3M | +25.85% | +8.30% | +10.48% | |
| MSFT - Microsoft Corporation | Reduce 2% $(602.5K) | 3.20% | $37.6M | +45.35% | +8.71% | +12.61% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Add 10% ($2.5M) | 2.35% | $27.6M | +30.14% | +3.84% | +15.65% | |
| VNQ - Vanguard US Real Estate Index ETF | Add 13% ($3.2M) | 2.30% | $27.0M | +21.11% | +7.88% | +24.62% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 7% ($1.3M) | 1.78% | $20.9M | ||||
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 3% $(552.8K) | 1.75% | $20.6M | +54.77% | +12.35% | +38.36% | |
| AAPL - Apple Inc | Reduce 1% $(273.9K) | 1.68% | $19.7M | +10.11% | -4.26% | +20.67% | |
| IUSV - iShares Core S&P U.S. Value ETF | 1.38% | $16.2M | +25.64% | +9.51% | +26.13% | ||
| SCHF - Schwab International Equity ETF | Reduce 1% $(186.6K) | 1.36% | $16.0M | +30.53% | +7.72% | +12.08% | |
| SCHV - Schwab US Large-Cap Value ETF | Add 2% ($298.8K) | 1.34% | $15.7M | +32.26% | +9.87% | +27.51% | |
| QQQ - Invesco QQQ Trust | 1.26% | $14.8M | +47.98% | +10.97% | +30.41% | ||
| IEUR - iShares Core MSCI Europe ETF | Add 3% ($366.0K) | 1.20% | $14.1M | +31.48% | +7.09% | +9.69% | |
| AMZN - Amazon.com Inc | 1.19% | $14.0M | +61.31% | +15.12% | +38.98% | ||
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 1% $(129.4K) | 1.12% | $13.2M | +31.03% | +7.44% | +11.93% | |
| N/A - Vanguard Growth Index Admiral | Reduce 9% $(1.2M) | 1.09% | $12.7M | ||||
| SUSA - iShares MSCI USA ESG Select ETF | Reduce 11% $(1.4M) | 1.02% | $12.0M | +39.82% | +10.69% | +32.26% | |
| VIG - Vanguard Dividend Appreciation ETF | 0.99% | $11.6M | +31.43% | +8.84% | +25.52% | ||
| N/A - Vanguard Value Index Adm | Reduce 2% $(170.1K) | 0.94% | $11.1M | ||||
| Z - Zillow Group Inc | Add 4% ($343.5K) | 0.81% | $9.5M | +103.50% | +36.91% | +87.57% | |
| N/A - Vanguard Developed Markets Index Admiral | Add 1% ($118.2K) | 0.77% | $9.1M | ||||
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 1% $(51.0K) | 0.73% | $8.6M | +31.35% | +3.77% | +16.27% | |
| IPAC - iShares Core MSCI Pacific ETF | Add 1% ($65.9K) | 0.69% | $8.1M | +27.52% | +8.82% | +13.86% | |
| ESGD - iShares ESG MSCI Eafe ETF | Reduce 10% $(939.3K) | 0.68% | $8.0M | +29.10% | +7.65% | +11.74% | |
| N/A - Vanguard 500 Index Admiral | Add 62% ($2.9M) | 0.65% | $7.7M | ||||
| ESGV - Vanguard ESG US Stock ETF | Add 26% ($1.5M) | 0.63% | $7.3M | +43.41% | +11.88% | +32.81% | |
| GOOGL - Alphabet Inc Class A | 0.63% | $7.3M | +44.40% | +5.56% | +31.45% | ||
| GOOG - Alphabet Inc Class C | 0.55% | $6.4M | +43.18% | +4.94% | +30.80% | ||
| SCHA - Schwab US Small-Cap ETF | Reduce 1% $(93.1K) | 0.53% | $6.2M | +25.75% | +11.63% | +28.97% | |
| IWF - iShares Russell 1000 Growth | 0.49% | $5.8M | +54.63% | +12.39% | +36.19% | ||
| VBR - Vanguard Small-Cap Value ETF | Reduce 2% $(101.4K) | 0.49% | $5.8M | +26.09% | +10.44% | +29.78% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 7% $(402.0K) | 0.46% | $5.4M | ||||
| VBK - Vanguard Small-Cap Growth ETF | Reduce 1% $(64.0K) | 0.45% | $5.3M | +32.95% | +14.69% | +32.35% | |
| IWB - iShares Russell 1000 | 0.45% | $5.3M | +43.62% | +11.19% | +32.78% | ||
| ICF - iShares Cohen & Steers REIT ETF | Add 5% ($207.3K) | 0.38% | $4.5M | +19.49% | +7.67% | +24.61% | |
| SPY - SPDR S&P 500 ETF | Reduce 1% $(56.0K) | 0.37% | $4.3M | +43.52% | +10.71% | +32.31% | |
| CRM - Salesforce.com Inc | Reduce 2% $(95.5K) | 0.36% | $4.2M | +17.69% | +29.34% | +46.18% | |
| IJR - iShares Core S&P Small-Ca | Add 1% ($51.8K) | 0.32% | $3.7M | +18.09% | +10.81% | +27.08% | |
| SBUX - Starbucks Corp | 0.31% | $3.6M | -11.96% | -10.63% | -2.08% | ||
| VSGX - Vanguard ESG International Stock ETF | Add 25% ($712.5K) | 0.31% | $3.6M | +30.47% | +6.94% | +13.62% | |
| TSLA - Tesla Motors Inc | Reduce 2% $(64.6K) | 0.30% | $3.5M | +31.72% | -17.21% | +44.74% | |
| ESML - iShares ESG Aware MSCI USa Small-Cap ETF | Reduce 1% $(43.3K) | 0.25% | $3.0M | +26.44% | +12.13% | +29.34% | |
| BRK.B - Berkshire Hathaway Inc B | New Purchase | 0.25% | $2.9M | +31.31% | +13.30% | +31.40% | |
| TMUS - T-Mobile US Inc | New Purchase | 0.24% | $2.8M | +65.57% | +10.13% | +62.87% | |
| N/A - DFA US Sustainability Core 2 | Reduce 100% | 0.00% | $0.00 | ||||
| ZG - Zillow Group Inc | Reduce 100% | 0.00% | $0.00 | ||||