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CIK: 0001616328
Total reported value
$2.2B
$2.2B
280 檔
27.0%
During the Q1 2024 filing period, Garde Capital, Inc. (CIK: 0001616328) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.2B across 280 reported positions.
During Q1 2024, Garde Capital, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.44% | -2.01% | +6.57% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.09% | -1.24% | +5.45% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.28% | -1.07% | +0.00% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.26% | -0.70% | -0.14% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.07% | -0.82% | +13.57% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.62% | -0.45% | +8.40% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.43% | -0.71% | -0.82% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.10% | -0.36% | -9.47% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | -0.42% | -0.31% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.21% | -0.34% | +3.65% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.89% | -0.34% | -0.66% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.87% | -0.27% | -1.92% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.74% | -0.06% | -3.91% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.18% | +3.74% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.45% | -0.30% | -0.63% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.23% | -4.58% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | — | +1.35% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.32% | -0.21% | +49.36% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.22% | -0.19% | -3.05% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.20% | -0.17% | -4.06% | |
| 21 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.19% | -0.23% | +1.41% | |
| 22 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 1.15% | — | +1.43% | |
| 23 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.08% | — | +2.60% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.95% | -0.17% | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | -0.31% | -3.51% | |
| 26 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.87% | — | +0.52% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.86% | -0.07% | -2.89% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.78% | -0.11% | -10.40% | |
| 29 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 0.74% | — | +8.15% | |
| 30 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.68% | — | +2.73% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.67% | -0.06% | +1.18% | |
| 32 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.67% | -0.13% | +0.72% | |
| 33 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.66% | -0.36% | -3.72% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.05% | -5.45% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.53% | -0.05% | -0.17% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.04% | -2.26% | |
| 37 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.51% | -0.10% | +31.04% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.48% | -0.03% | -4.46% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | -0.05% | -1.13% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | -0.04% | -8.70% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.41% | -0.03% | -47.17% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.05% | -2.31% | |
| 43 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 0.38% | — | -13.38% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.19% | +2.89% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | +0.20% | -4.25% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.32% | -0.05% | -33.31% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.07% | -3.51% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.07% | +9.83% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.24% | -0.14% | -6.75% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.04% | -3.18% |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 280 disclosed positions in Q1 2024.
During Q1 2024, Garde Capital, Inc.'s top holdings by market value included VTV (12.4%)、VUG (12.1%)、VV (7.3%). The largest single position, VTV, represented 12.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VV) accounted for 27.0% of total reported equity market value during Q1 2024.
In Q1 2024, Garde Capital, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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