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: 2025-07-03 (Q2 2025) | Holdings: 854 | Value: $1.9B | 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 INDEX FDS | Reduce 3% $(5.6M) | 10.57% | $202.3M | +3.51% | |||
VTV - VANGUARD INDEX FDS | Reduce 3% $(5.9M) | 9.83% | $188.2M | -1.27% | |||
VV - VANGUARD INDEX FDS | 6.44% | $123.3M | +1.49% | ||||
BND - VANGUARD BD INDEX FDS | Reduce 4% $(4.8M) | 5.77% | $110.5M | ||||
VTI - VANGUARD INDEX FDS | 4.01% | $76.8M | +1.27% | ||||
VGK - VANGUARD INTL EQUITY INDEX F | Reduce 7% $(5.2M) | 3.76% | $72.0M | -2.32% | |||
MSFT - MICROSOFT CORP | Add 2% ($967.0K) | 2.70% | $51.6M | +7.26% | |||
IEF - ISHARES TR | Reduce 2% $(960.3K) | 2.57% | $49.3M | +0.31% | |||
VPL - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(2.6M) | 2.55% | $48.8M | +0.95% | |||
VTEB - VANGUARD MUN BD FDS | Reduce 6% $(2.9M) | 2.27% | $43.4M | -0.53% | |||
VB - VANGUARD INDEX FDS | Reduce 5% $(1.9M) | 2.05% | $39.3M | -0.13% | |||
VTIP - VANGUARD MALVERN FDS | Add 17% ($5.6M) | 1.96% | $37.5M | +0.40% | |||
VOO - VANGUARD INDEX FDS | Reduce 20% $(8.7M) | 1.83% | $35.0M | +1.40% | |||
VMBS - VANGUARD SCOTTSDALE FDS | Add 14% ($4.0M) | 1.74% | $33.3M | +0.31% | |||
MUB - ISHARES TR | Add 6% ($1.8M) | 1.61% | $30.9M | -0.37% | |||
VNQ - VANGUARD INDEX FDS | Reduce 3% $(904.0K) | 1.60% | $30.6M | -0.94% | |||
VEA - VANGUARD TAX-MANAGED FDS | Add 5% ($1.3M) | 1.49% | $28.5M | -1.04% | |||
SCHP - SCHWAB STRATEGIC TR | Reduce 1% $(209.2K) | 1.45% | $27.8M | +0.53% | |||
ESGV - VANGUARD WORLD FD | Add 7% ($1.8M) | 1.42% | $27.2M | +1.26% | |||
SCHG - SCHWAB STRATEGIC TR | 1.42% | $27.2M | +3.25% | ||||
VWO - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(1.2M) | 1.24% | $23.8M | +0.42% | |||
AMZN - AMAZON COM INC | Reduce 4% $(1.0M) | 1.24% | $23.7M | +4.98% | |||
IUSV - ISHARES TR | Add 4% ($808.6K) | 1.21% | $23.1M | -0.69% | |||
AAPL - APPLE INC | 1.20% | $22.9M | -2.40% | ||||
VBIL - VANGUARD INSTL INDEX FD | Add 302% ($17.1M) | 1.19% | $22.7M | +0.27% | |||
AGG - ISHARES TR | Reduce 3% $(530.7K) | 1.04% | $19.8M | +0.31% | |||
Z - ZILLOW GROUP INC | Reduce 1% $(278.9K) | 1.02% | $19.6M | ||||
QQQ - INVESCO QQQ TR | Reduce 1% $(192.0K) | 1.00% | $19.2M | +2.08% | |||
IEUR - ISHARES TR | 0.92% | $17.7M | -2.51% | ||||
SCHV - SCHWAB STRATEGIC TR | Reduce 2% $(433.3K) | 0.89% | $17.0M | -0.96% | |||
SCHF - SCHWAB STRATEGIC TR | Reduce 1% $(166.1K) | 0.86% | $16.4M | -1.04% | |||
VIG - VANGUARD SPECIALIZED FUNDS | 0.65% | $12.4M | |||||
VBR - VANGUARD INDEX FDS | 0.60% | $11.5M | |||||
VBK - VANGUARD INDEX FDS | 0.59% | $11.4M | +0.97% | ||||
VGIT - VANGUARD SCOTTSDALE FDS | Add 10% ($1.0M) | 0.59% | $11.2M | +0.25% | |||
IPAC - ISHARES TR | Add 1% ($62.6K) | 0.51% | $9.8M | +0.38% | |||
EAGG - ISHARES TR | Add 3% ($264.4K) | 0.48% | $9.2M | +0.25% | |||
GOOGL - ALPHABET INC | Reduce 1% $(79.7K) | 0.47% | $9.1M | ||||
SCHE - SCHWAB STRATEGIC TR | Reduce 2% $(199.0K) | 0.46% | $8.7M | +0.73% | |||
GOOG - ALPHABET INC | 0.45% | $8.6M | |||||
IWB - ISHARES TR | 0.44% | $8.5M | +1.37% | ||||
AAPL - APPLE INC | PUT | Add 47% ($2.5M) | 0.41% | $7.8M | |||
IWF - ISHARES TR | 0.40% | $7.6M | +3.36% | ||||
VSGX - VANGUARD WORLD FD | Add 4% ($311.0K) | 0.39% | $7.4M | -0.77% | |||
ZG - ZILLOW GROUP INC | 0.38% | $7.4M | +9.88% | ||||
AMZN - AMAZON COM INC | PUT | New Purchase | 0.38% | $7.3M | |||
NVDA - NVIDIA CORPORATION | New Purchase | 0.36% | $6.8M | +12.43% | |||
META - META PLATFORMS INC | Reduce 1% $(53.1K) | 0.35% | $6.8M | +7.78% | |||
CMF - ISHARES TR | Reduce 3% $(185.7K) | 0.35% | $6.6M | -0.27% | |||
SPY - SPDR S&P 500 ETF TR | 0.32% | $6.1M | |||||
IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
XHLF - BONDBLOXX ETF TRUST | Reduce 100% | 0.00% | $0.00 |