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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2024-05-29 (Q1 2024) | Holdings: 281 | Value: $1.4B | 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 7% ($11.0M) | 12.44% | $177.9M | +15.28% | +10.06% | +10.99% | |
| VUG - Vanguard US Growth Index ETF | Add 5% ($8.9M) | 12.09% | $172.9M | +29.36% | +6.21% | +17.28% | |
| VV - Vanguard Large-Cap ETF | 7.28% | $104.1M | +23.33% | +7.88% | +14.42% | ||
| VTI - Vanguard Total Stock Market ETF | 5.26% | $75.3M | +21.88% | +7.75% | +13.30% | ||
| VGK - Vanguard FTSE Europe Index ETF | Add 14% ($8.7M) | 5.07% | $72.5M | +14.87% | +4.28% | +14.86% | |
| VPL - Vanguard FTSE Pacific Index ETF | Add 8% ($4.0M) | 3.62% | $51.7M | +15.42% | +6.21% | +11.02% | |
| MSFT - Microsoft Corporation | Reduce 1% $(405.6K) | 3.43% | $49.0M | +26.70% | -1.51% | +9.33% | |
| VB - Vanguard US Small Cap Index ETF | Reduce 9% $(4.6M) | 3.10% | $44.3M | +12.18% | +6.89% | +5.62% | |
| VOO - Vanguard 500 ETF | 2.65% | $37.9M | +22.51% | +7.83% | +13.88% | ||
| VNQ - Vanguard US Real Estate Index ETF | Add 4% ($1.1M) | 2.21% | $31.6M | +15.83% | +19.01% | +14.94% | |
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 1% $(180.7K) | 1.89% | $27.0M | +16.59% | +5.42% | +14.35% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | Reduce 2% $(523.7K) | 1.87% | $26.8M | +18.97% | +3.61% | +11.96% | |
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 4% $(1.0M) | 1.74% | $24.9M | +27.28% | +6.56% | +15.96% | |
| AMZN - Amazon.com Inc | Add 4% ($752.9K) | 1.46% | $20.9M | +29.12% | -1.55% | +13.07% | |
| IUSV - iShares Core S&P U.S. Value ETF | Reduce 1% $(130.7K) | 1.45% | $20.8M | +12.16% | +9.34% | +7.24% | |
| AAPL - Apple Inc | Reduce 5% $(947.0K) | 1.38% | $19.7M | +9.32% | +20.19% | +5.78% | |
| QQQ - Invesco QQQ Trust | Add 1% ($253.5K) | 1.33% | $19.1M | +24.94% | +4.73% | +14.66% | |
| ESGV - Vanguard ESG US Stock ETF | Add 49% ($6.2M) | 1.32% | $18.8M | +22.06% | +7.61% | +13.29% | |
| SCHF - Schwab International Equity ETF | Reduce 3% $(550.5K) | 1.22% | $17.5M | +16.13% | +5.60% | +14.21% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 4% $(726.3K) | 1.20% | $17.2M | +16.91% | +8.85% | +11.99% | |
| IEUR - iShares Core MSCI Europe ETF | Add 1% ($235.9K) | 1.19% | $17.0M | +14.43% | +4.19% | +14.55% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 1% ($231.2K) | 1.15% | $16.4M | ||||
| N/A - Vanguard Growth Index Admiral | Add 3% ($390.2K) | 1.08% | $15.4M | ||||
| VIG - Vanguard Dividend Appreciation ETF | 0.95% | $13.6M | +18.18% | +10.48% | +13.03% | ||
| VBR - Vanguard Small-Cap Value ETF | Reduce 4% $(458.0K) | 0.88% | $12.6M | +10.76% | +8.55% | +5.08% | |
| N/A - Vanguard Value Index Adm | Add 1% ($64.6K) | 0.87% | $12.4M | ||||
| VBK - Vanguard Small-Cap Growth ETF | Reduce 3% $(365.2K) | 0.86% | $12.3M | +13.91% | +4.85% | +6.26% | |
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 10% $(1.3M) | 0.78% | $11.1M | +19.72% | +3.95% | +12.46% | |
| N/A - Vanguard Developed Markets Index Admiral | Add 8% ($801.6K) | 0.74% | $10.6M | ||||
| N/A - Vanguard 500 Index Admiral | Add 3% ($258.9K) | 0.68% | $9.7M | ||||
| ICF - iShares Cohen & Steers REIT ETF | Add 1% ($111.6K) | 0.67% | $9.6M | +14.29% | +19.30% | +16.64% | |
| IPAC - iShares Core MSCI Pacific ETF | Add 1% ($68.3K) | 0.67% | $9.6M | +15.93% | +7.08% | +13.36% | |
| Z - Zillow Group Inc | Reduce 4% $(365.4K) | 0.66% | $9.5M | +101.95% | +40.39% | +70.37% | |
| GOOGL - Alphabet Inc Class A | Reduce 5% $(467.1K) | 0.57% | $8.1M | +10.19% | -6.64% | -1.51% | |
| IWB - iShares Russell 1000 | 0.53% | $7.6M | +22.58% | +7.80% | +14.07% | ||
| GOOG - Alphabet Inc Class C | Reduce 2% $(169.2K) | 0.51% | $7.3M | +9.80% | -6.45% | -1.71% | |
| VSGX - Vanguard ESG International Stock ETF | Add 31% ($1.7M) | 0.51% | $7.2M | +17.40% | +6.35% | +14.08% | |
| SCHA - Schwab US Small-Cap ETF | Reduce 4% $(322.0K) | 0.48% | $6.9M | +10.42% | +7.97% | +3.26% | |
| IWF - iShares Russell 1000 Growth | Reduce 1% $(74.8K) | 0.46% | $6.5M | +28.55% | +6.19% | +16.48% | |
| IJR - iShares Core S&P Small-Ca | Reduce 9% $(588.3K) | 0.43% | $6.2M | +4.89% | +8.56% | -0.15% | |
| SUSA - iShares MSCI USA ESG Select ETF | Reduce 47% $(5.3M) | 0.41% | $5.9M | +20.02% | +9.17% | +13.60% | |
| CRM - Salesforce.com Inc | Reduce 2% $(136.4K) | 0.40% | $5.8M | +16.50% | +13.38% | +19.48% | |
| N/A - Vanguard Small Cap Index Adm | Reduce 13% $(836.6K) | 0.38% | $5.4M | ||||
| SPY - SPDR S&P 500 ETF | Add 3% ($151.7K) | 0.38% | $5.4M | +22.40% | +7.81% | +13.80% | |
| VOOV - Vanguard S&P 500 Value ETF | Reduce 4% $(224.5K) | 0.35% | $5.1M | +12.31% | +9.54% | +7.14% | |
| ESGD - iShares ESG MSCI Eafe ETF | Reduce 33% $(2.3M) | 0.32% | $4.5M | +13.93% | +5.45% | +13.54% | |
| NVDA - Nvidia Corp | New Purchase | 0.31% | $4.4M | +55.20% | +4.13% | +17.90% | |
| BRK.B - Berkshire Hathaway Inc B | New Purchase | 0.28% | $4.0M | +16.87% | +17.87% | +24.81% | |
| IVE - iShares S&P 500 Value | Reduce 3% $(111.1K) | 0.24% | $3.4M | +11.98% | +9.42% | +6.98% | |
| N/A - DFA US Core Equity 1 I | New Purchase | 0.23% | $3.3M | ||||
| ZG - Zillow Group Inc | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - Tesla Motors Inc | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - Starbucks Corp | Reduce 100% | 0.00% | $0.00 | ||||