GC

Garde Capital, Inc.

13F
Garde Capital, Inc.
Last update 2024-08-20 245 Stocks (12 new)
Value $1.39 Bil Turnover 2 %
Countries:
Top Holdings: VUG(13.19%)VTV(12.34%)VV(7.82%)VTI(5.59%)VGK(5.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Garde Capital, Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
488,379
182660.000
-2.77%
13.190
-0.35%
-
+9.25%
+27.48%
133782.802
 
VTV 		Vanguard Value ETF
1,065,952
170990.000
-2.43%
12.340
-0.31%
-
+4.06%
+16.00%
121852.445
 
VV 		Vanguard Large Cap ETF
433,907
108310.000
-0.07%
7.820
-0.01%
-
+6.82%
+22.42%
36670.266
 
VTI 		Vanguard Total Stock Market ETF
289,659
77490.000
-0.02%
5.590
0%
-
+6.44%
+21.02%
421434.124
 
VGK 		Vanguard FTSE Europe ETF
1,086,768
72560.000
+0.98%
5.240
+0.05%
-
+0.84%
+5.74%
19897.082
 
MSFT 		Microsoft Corp
115,516
51630.000
-0.88%
3.730
-0.03%
0.000
+1.41%
+15.50%
3211453.489
Software
VPL 		Vanguard FTSE Pacific ETF
681,535
50560.000
+0.19%
3.650
+0.01%
-
0%
+3.69%
7480.119
 
VOO 		Vanguard S&P 500 ETF
78,278
39150.000
-0.78%
2.830
-0.02%
-
+6.80%
+22.43%
491151.192
 
VB 		Vanguard Small Cap ETF
179,080
39050.000
-7.62%
2.820
-0.25%
-
+3.30%
+12.02%
59454.328
 
VNQ 		Vanguard Real Estate Index Fund ETF
356,596
29870.000
-2.40%
2.160
-0.05%
-
+5.91%
+7.91%
34540.610
 

Garde Capital, Inc.'s Historical Top Holdings Breakdowns

Garde Capital, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UBER 		Uber Technologies Inc2024-06-30Add
+0.72%
●
63.52 ($69.5) 77.16
$79.21
13.97%
Add 1864.23%
665,718
631,826
Z 		Zillow Group Inc2024-06-30Add
+0.39%
●
39.21 ($44) 49.02
$58.32
32.55%
Add 60%
310,247
116,340
VUG 		Vanguard Growth ETF2024-06-30Reduce
-0.35%
●
322.46 ($349.89) 377.11
$396.30
13.26%
Reduce -2.77%
488,379
-13,911
VTV 		Vanguard Value ETF2024-06-30Reduce
-0.31%
●
154.57 ($159.83) 163.65
$173.42
8.50%
Reduce -2.43%
1,065,952
-26,494
ICF 		iShares Cohen & Steers REIT ETF2024-06-30Reduce
-0.28%
●
52.54 ($55.44) 57.29
$64.70
16.70%
Reduce -39.79%
100,033
-66,120
ZG 		Zillow Group Inc2024-06-30Add
+0.26%
●
38.66 ($43.15) 47.57
$56.51
30.96%
Add 132.73%
139,805
79,733
VB 		Vanguard Small Cap ETF2024-06-30Reduce
-0.25%
●
210.76 ($219.6) 226.94
$238.97
8.82%
Reduce -7.62%
179,080
-14,767
TT 		Trane Technologies PLC2024-06-30Add
+0.18%
●
288.27 ($318.03) 345.38
$390.59
22.82%
Add 5519%
48,492
47,629
META 		Meta Platforms Inc2024-06-30Add
+0.17%
●
430.17 ($486.09) 527.34
$593.47
22.09%
Add 137.82%
8,331
4,828
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-06-30Reduce
-0.15%
●
87.04 ($94.35) 101.61
$26.82
-71.57%
Reduce -8.28%
246,034
-22,214

Garde Capital, Inc. Total Holding History ($B)

To

Garde Capital, Inc.'s Asset Allocation

To

Garde Capital, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Garde Capital, Inc.'s Hypothetical Growth since 2024-06-30

Garde Capital, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Garde Capital, Inc.'s Holdings Heat Map

Size field:

Garde Capital, Inc.'s Holdings Bubble Chart

Garde Capital, Inc. News

  • 1

Discussions on Garde Capital, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.