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: 2024-08-19 (Q2 2024) | Holdings: 266 | 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.
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 |
| VUG - Vanguard US Growth Index ETF | Reduce 3% $(5.2M) | 12.69% | $182.7M | +21.18% | +7.01% | ||
| VTV - Vanguard US Value Index ETF | Reduce 2% $(4.2M) | 11.88% | $171.0M | +7.30% | +5.24% | ||
| VV - Vanguard Large-Cap ETF | 7.52% | $108.3M | +15.27% | +6.24% | |||
| VTI - Vanguard Total Stock Market ETF | 5.38% | $77.5M | +14.23% | +6.61% | |||
| VGK - Vanguard FTSE Europe Index ETF | Add 1% ($704.5K) | 5.04% | $72.6M | +12.44% | -6.68% | ||
| MSFT - Microsoft Corporation | Reduce 1% $(456.3K) | 3.59% | $51.6M | +27.25% | -1.47% | ||
| VPL - Vanguard FTSE Pacific Index ETF | 3.51% | $50.6M | +10.63% | -3.45% | |||
| VOO - Vanguard 500 ETF | Reduce 1% $(309.1K) | 2.72% | $39.1M | +14.52% | +5.97% | ||
| VB - Vanguard US Small Cap Index ETF | Reduce 8% $(3.2M) | 2.71% | $39.0M | +7.21% | +9.64% | ||
| VNQ - Vanguard US Real Estate Index ETF | Reduce 2% $(733.5K) | 2.07% | $29.9M | +0.44% | +3.72% | ||
| VWO - Vanguard FTSE Emerging Markets Index ETF | Reduce 5% $(1.4M) | 1.86% | $26.7M | +14.14% | +1.57% | ||
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 1% $(398.9K) | 1.82% | $26.2M | +12.83% | -4.00% | ||
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 8% $(2.2M) | 1.72% | $24.8M | +18.73% | +7.31% | ||
| AAPL - Apple Inc | Reduce 2% $(509.9K) | 1.65% | $23.7M | -7.74% | +1.54% | ||
| AMZN - Amazon.com Inc | Reduce 1% $(152.7K) | 1.54% | $22.2M | +31.58% | +14.03% | ||
| QQQ - Invesco QQQ Trust | Reduce 3% $(546.2K) | 1.39% | $20.0M | +18.29% | +4.90% | ||
| IUSV - iShares Core S&P U.S. Value ETF | Reduce 1% $(229.1K) | 1.39% | $20.0M | +5.12% | +5.39% | ||
| ESGV - Vanguard ESG US Stock ETF | Reduce 1% $(242.8K) | 1.34% | $19.3M | +14.22% | +6.34% | ||
| N/A - Vanguard Growth Index Admiral | Add 4% ($667.3K) | 1.21% | $17.4M | ||||
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 1% ($136.0K) | 1.18% | $17.0M | ||||
| SCHF - Schwab International Equity ETF | Reduce 6% $(1.1M) | 1.12% | $16.2M | +12.29% | -4.13% | ||
| IEUR - iShares Core MSCI Europe ETF | Reduce 4% $(680.8K) | 1.12% | $16.1M | +11.97% | -7.07% | ||
| SCHV - Schwab US Large-Cap Value ETF | Reduce 5% $(753.2K) | 1.11% | $16.0M | +10.12% | +5.97% | ||
| Z - Zillow Group Inc | Add 60% ($5.4M) | 1.00% | $14.4M | +43.09% | +40.08% | ||
| VIG - Vanguard Dividend Appreciation ETF | 0.95% | $13.6M | +9.41% | +4.10% | |||
| N/A - Vanguard Value Index Adm | Reduce 4% $(442.2K) | 0.82% | $11.7M | ||||
| VBR - Vanguard Small-Cap Value ETF | Reduce 3% $(340.6K) | 0.81% | $11.6M | +4.79% | +7.98% | ||
| VBK - Vanguard Small-Cap Growth ETF | Reduce 3% $(334.2K) | 0.79% | $11.4M | +10.14% | +11.98% | ||
| N/A - Vanguard Developed Markets Index Admiral | Add 1% ($78.3K) | 0.73% | $10.5M | ||||
| N/A - Vanguard 500 Index Admiral | Add 2% ($202.5K) | 0.72% | $10.3M | ||||
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 15% $(1.8M) | 0.69% | $9.9M | +14.58% | +1.35% | ||
| GOOGL - Alphabet Inc Class A | Reduce 2% $(160.3K) | 0.67% | $9.6M | +15.54% | +5.58% | ||
| IPAC - iShares Core MSCI Pacific ETF | 0.64% | $9.3M | +11.12% | -1.23% | |||
| GOOG - Alphabet Inc Class C | 0.61% | $8.8M | +14.84% | +5.23% | |||
| IWB - iShares Russell 1000 | 0.55% | $7.9M | +14.77% | +6.63% | |||
| VSGX - Vanguard ESG International Stock ETF | 0.50% | $7.2M | +11.96% | -2.52% | |||
| NVDA - Nvidia Corp | Add 1079% ($6.5M) | 0.50% | $7.1M | +38.57% | +13.63% | ||
| IWF - iShares Russell 1000 Growth | Reduce 2% $(112.3K) | 0.48% | $6.9M | +20.26% | +6.92% | ||
| ZG - Zillow Group Inc | New Purchase | 0.44% | $6.3M | +42.50% | +39.25% | ||
| SCHA - Schwab US Small-Cap ETF | Reduce 9% $(579.7K) | 0.42% | $6.1M | +4.65% | +8.13% | ||
| SUSA - iShares MSCI USA ESG Select ETF | Reduce 1% $(73.0K) | 0.42% | $6.0M | +11.36% | +5.71% | ||
| ICF - iShares Cohen & Steers REIT ETF | Reduce 40% $(3.8M) | 0.40% | $5.7M | -0.58% | +3.84% | ||
| SPY - SPDR S&P 500 ETF | Reduce 2% $(90.3K) | 0.38% | $5.5M | +14.45% | +5.93% | ||
| IJR - iShares Core S&P Small-Ca | Reduce 9% $(526.4K) | 0.38% | $5.4M | -1.00% | +6.92% | ||
| VOOV - Vanguard S&P 500 Value ETF | 0.34% | $4.9M | +5.19% | +5.21% | |||
| N/A - Vanguard Small Cap Index Adm | Reduce 5% $(253.1K) | 0.34% | $4.9M | ||||
| CRM - Salesforce.com Inc | Reduce 5% $(255.6K) | 0.33% | $4.7M | -1.93% | +23.12% | ||
| ESGD - iShares ESG MSCI Eafe ETF | 0.31% | $4.5M | +10.52% | -4.69% | |||
| META - Facebook Inc-A | New Purchase | 0.29% | $4.2M | +46.89% | +7.14% | ||
| BRK.B - Berkshire Hathaway Inc B | 0.27% | $3.8M | +5.03% | +4.35% | |||
| IVE - iShares S&P 500 Value | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - DFA US Core Equity 1 I | Reduce 100% | 0.00% | $0.00 | ||||