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CIK: 0001616328
Total reported value
$2.2B
$2.2B
265 檔
27.4%
In Q2 2024, Garde Capital, Inc.'s U.S. equity holdings reached a combined market value of $2.2B, distributed across 265 disclosed stock positions.
During Q2 2024, Garde Capital, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VV) accounted for 27.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.69% | -1.24% | -2.77% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.88% | -2.01% | -2.43% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.52% | -1.07% | -0.07% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.38% | -0.70% | -0.02% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.04% | -0.82% | +0.98% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.71% | -0.88% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.51% | -0.45% | +0.19% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | -0.42% | -0.78% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.71% | -0.36% | -7.62% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.07% | -0.34% | -2.40% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | -0.27% | -4.88% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.82% | -0.34% | -1.50% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | -0.06% | -8.28% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.65% | -0.23% | -2.10% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.18% | -0.68% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | — | -2.65% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.39% | -0.30% | -1.13% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.34% | -0.21% | -1.24% | |
| 19 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.21% | — | +3.99% | |
| 20 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 1.18% | — | +0.80% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | -0.19% | -6.21% | |
| 22 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.12% | -0.23% | -4.06% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.11% | -0.17% | -4.50% | |
| 24 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.00% | -0.36% | +60.00% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.95% | -0.17% | — | |
| 26 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.82% | — | -3.63% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | -0.31% | -2.84% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | -0.07% | -2.84% | |
| 29 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 0.73% | — | +0.75% | |
| 30 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.72% | — | +2.00% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.69% | -0.11% | -15.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.05% | -1.64% | |
| 33 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.64% | -0.13% | +0.20% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.04% | -0.29% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.55% | -0.05% | -0.08% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.50% | -0.10% | -0.16% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.07% | +1079.26% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | -0.05% | -1.59% | |
| 39 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.44% | -0.15% | +132.73% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.03% | -8.71% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.42% | -0.03% | -1.20% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.40% | -0.06% | -39.79% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.19% | -1.61% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | -0.04% | -8.83% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | +0.20% | — | |
| 46 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 0.34% | — | -4.90% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.05% | -5.18% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | -0.05% | +0.48% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.01% | +137.82% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.07% | -0.44% |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 265 disclosed positions in Q2 2024.
During Q2 2024, Garde Capital, Inc.'s top holdings by market value included VUG (12.7%)、VTV (11.9%)、VV (7.5%). The largest single position, VUG, represented 12.7% of total portfolio value.
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In Q2 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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