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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2024-02-21 (Q4 2023) | Holdings: 283 | Value: $1.3B | 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 | 11.69% | $153.3M | +18.53% | +5.67% | +16.84% | ||
| VUG - Vanguard US Growth Index ETF | Reduce 1% $(1.1M) | 11.30% | $148.1M | +36.58% | +5.29% | +23.29% | |
| VV - Vanguard Large-Cap ETF | 7.23% | $94.7M | +28.65% | +5.42% | +20.39% | ||
| VTI - Vanguard Total Stock Market ETF | 5.25% | $68.8M | +26.87% | +5.27% | +19.36% | ||
| VGK - Vanguard FTSE Europe Index ETF | Reduce 2% $(1.2M) | 4.66% | $61.1M | +22.38% | +7.22% | +11.04% | |
| VB - Vanguard US Small Cap Index ETF | Reduce 14% $(7.2M) | 3.49% | $45.7M | +14.56% | +4.25% | +12.43% | |
| VPL - Vanguard FTSE Pacific Index ETF | Reduce 3% $(1.4M) | 3.45% | $45.2M | +15.08% | +0.53% | +3.06% | |
| MSFT - Microsoft Corporation | Reduce 1% $(549.0K) | 3.37% | $44.2M | +31.30% | +5.15% | -0.76% | |
| VOO - Vanguard 500 ETF | Reduce 30% $(14.9M) | 2.64% | $34.6M | +27.91% | +5.48% | +20.11% | |
| VNQ - Vanguard US Real Estate Index ETF | Reduce 1% $(435.6K) | 2.38% | $31.1M | +11.28% | -0.76% | +12.58% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Reduce 7% $(2.0M) | 2.05% | $26.9M | +24.18% | +6.96% | +13.49% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 80% ($11.6M) | 1.98% | $26.0M | +20.88% | +4.51% | +8.69% | |
| AAPL - Apple Inc | Add 5% ($1.1M) | 1.77% | $23.2M | +13.81% | +4.19% | +35.31% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 1% $(319.1K) | 1.77% | $23.2M | +35.17% | +5.98% | +23.65% | |
| IUSV - iShares Core S&P U.S. Value ETF | Add 6% ($1.2M) | 1.49% | $19.5M | +13.92% | +4.45% | +12.85% | |
| QQQ - Invesco QQQ Trust | Add 3% ($456.2K) | 1.33% | $17.4M | +31.15% | +5.02% | +20.36% | |
| SCHF - Schwab International Equity ETF | Reduce 2% $(318.7K) | 1.31% | $17.1M | +20.21% | +4.38% | +8.73% | |
| AMZN - Amazon.com Inc | Add 1% ($228.5K) | 1.29% | $17.0M | +35.25% | +5.79% | +22.88% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 3% $(565.6K) | 1.26% | $16.5M | +19.50% | +4.85% | +15.95% | |
| IEUR - iShares Core MSCI Europe ETF | Add 2% ($296.4K) | 1.22% | $16.0M | +21.85% | +7.19% | +10.65% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Reduce 37% $(8.6M) | 1.13% | $14.8M | ||||
| N/A - Vanguard Growth Index Admiral | Reduce 7% $(1.0M) | 1.03% | $13.5M | ||||
| VIG - Vanguard Dividend Appreciation ETF | 0.97% | $12.7M | +19.60% | +4.10% | +15.90% | ||
| VBR - Vanguard Small-Cap Value ETF | Add 87% ($5.7M) | 0.93% | $12.2M | +13.65% | +4.95% | +11.87% | |
| SCHE - Schwab Emerging Markets Equity ETF | Add 37% ($3.3M) | 0.93% | $12.2M | +25.46% | +7.48% | +14.36% | |
| VBK - Vanguard Small-Cap Growth ETF | Add 95% ($5.7M) | 0.89% | $11.7M | +15.61% | +3.39% | +13.20% | |
| Z - Zillow Group Inc | Reduce 2% $(229.2K) | 0.89% | $11.7M | +46.88% | -23.34% | +38.76% | |
| ESGV - Vanguard ESG US Stock ETF | Add 38% ($3.2M) | 0.88% | $11.5M | +26.43% | +4.55% | +19.22% | |
| N/A - Vanguard Value Index Adm | Reduce 6% $(705.4K) | 0.86% | $11.3M | ||||
| SUSA - iShares MSCI USA ESG Select ETF | Reduce 23% $(3.1M) | 0.79% | $10.3M | +24.76% | +5.47% | +18.55% | |
| ICF - iShares Cohen & Steers REIT ETF | Add 84% ($4.4M) | 0.74% | $9.6M | +9.96% | -0.61% | +12.25% | |
| N/A - Vanguard Developed Markets Index Admiral | Reduce 6% $(560.1K) | 0.72% | $9.4M | ||||
| IPAC - iShares Core MSCI Pacific ETF | Add 2% ($213.9K) | 0.68% | $8.9M | +16.16% | +0.55% | +5.55% | |
| N/A - Vanguard 500 Index Admiral | Add 1% ($70.0K) | 0.66% | $8.6M | ||||
| GOOGL - Alphabet Inc Class A | Add 1% ($94.6K) | 0.61% | $7.9M | +33.20% | +21.70% | +24.13% | |
| IWB - iShares Russell 1000 | Add 18% ($1.1M) | 0.53% | $6.9M | +27.62% | +5.36% | +19.90% | |
| SCHA - Schwab US Small-Cap ETF | Reduce 2% $(173.5K) | 0.53% | $6.9M | +12.64% | +3.94% | +10.67% | |
| GOOG - Alphabet Inc Class C | Add 1% ($88.1K) | 0.53% | $6.9M | +32.77% | +21.82% | +24.45% | |
| IJR - iShares Core S&P Small-Ca | Add 55% ($2.3M) | 0.51% | $6.6M | +6.89% | +3.51% | +8.35% | |
| ESGD - iShares ESG MSCI Eafe ETF | Reduce 27% $(2.4M) | 0.49% | $6.4M | +18.96% | +5.16% | +8.98% | |
| IWF - iShares Russell 1000 Growth | Reduce 10% $(686.1K) | 0.45% | $5.9M | +35.23% | +5.09% | +22.80% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 4% $(265.4K) | 0.45% | $5.9M | ||||
| VSGX - Vanguard ESG International Stock ETF | Add 34% ($1.4M) | 0.41% | $5.3M | +20.91% | +4.31% | +10.18% | |
| CRM - Salesforce.com Inc | Reduce 5% $(261.3K) | 0.39% | $5.2M | -10.76% | -2.67% | +6.18% | |
| VOOV - Vanguard S&P 500 Value ETF | New Purchase | 0.37% | $4.9M | +14.02% | +4.53% | +12.70% | |
| SPY - SPDR S&P 500 ETF | Reduce 1% $(55.6K) | 0.36% | $4.8M | +27.78% | +5.45% | +20.01% | |
| SBUX - Starbucks Corp | Reduce 2% $(75.6K) | 0.29% | $3.7M | -2.97% | -14.29% | +22.33% | |
| TSLA - Tesla Motors Inc | 0.27% | $3.5M | +58.90% | -7.16% | +70.38% | ||
| ZG - Zillow Group Inc | New Purchase | 0.26% | $3.4M | +47.82% | -21.34% | +39.93% | |
| IVE - iShares S&P 500 Value | New Purchase | 0.25% | $3.3M | +13.78% | +4.53% | +12.66% | |
| TMUS - T-Mobile US Inc | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - Berkshire Hathaway Inc B | Reduce 100% | 0.00% | $0.00 | ||||
| ESML - iShares ESG Aware MSCI USa Small-Cap ETF | Reduce 100% | 0.00% | $0.00 | ||||