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CIK: 0001616328
Total reported value
$2.2B
$2.2B
278 檔
28.4%
During the Q4 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 278 reported positions.
Garde Capital, Inc. executed strategic sector rebalancing during Q4 2024, establishing 24 new positions while fully exiting 11 holdings and trimming 63 positions.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.93% | -1.24% | -1.40% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 12.01% | -2.01% | +0.63% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.68% | -1.07% | -0.02% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.82% | -0.70% | +0.07% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.39% | -0.82% | -3.81% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.71% | -2.14% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.05% | -0.45% | -4.69% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | -0.42% | -0.01% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.72% | -0.36% | -2.12% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.06% | -0.34% | -0.30% | |
| 11 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 1.90% | — | +0.35% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.85% | -0.23% | +0.82% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.75% | -0.06% | +296.52% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.18% | +0.12% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.57% | -0.34% | -5.56% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.57% | -0.27% | -7.71% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.49% | -0.21% | +1.59% | |
| 18 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.48% | — | -11.12% | |
| 19 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.40% | -0.36% | — | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.39% | -0.30% | +1.27% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | — | -2.22% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.08% | -0.17% | +204.68% | |
| 23 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.00% | -0.23% | +1.46% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.95% | -0.19% | +95.28% | |
| 25 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.94% | — | +29.90% | |
| 26 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.88% | — | +5.03% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | -0.17% | -10.04% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.80% | -0.31% | -2.28% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | -0.07% | -5.13% | |
| 30 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 0.75% | — | +3.21% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.05% | -1.76% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.04% | +2.01% | |
| 33 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.60% | -0.13% | -0.13% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.56% | -0.11% | -6.91% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.05% | -4.31% | |
| 36 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.50% | -0.15% | -23.03% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | -0.05% | -0.18% | |
| 38 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.45% | -0.10% | -9.50% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | -0.07% | -5.68% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | -0.03% | +93.57% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.19% | -0.02% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.05% | -4.06% | |
| 43 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 0.37% | — | -3.27% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | -0.04% | -0.48% | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.36% | -0.06% | -2.85% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | +0.20% | — | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.30% | -0.03% | -29.81% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | -0.03% | +28.62% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.28% | -0.14% | +1.38% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.07% | -1.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.7% | -1.40% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.3% | +0.12% | Add |
| 3 | VFIAX | Vanguard 500 Index-adm | +0.2% | +29.90% | Add |
| 4 | VV | Vanguard Large-cap ETF | +0.2% | -0.02% | Trim |
| 5 | Z | Zillow Group Inc - C | +0.2% | — | Unchanged |
| 6 | PTON | Peloton Interactive Inc-a | +0.2% | +95.98% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +0.82% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +28.62% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.07% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.62% | Trim |
| 11 | SCHG | Schwab US Large-cap Growth | +0.1% | +296.52% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.01% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.76% | Trim |
| 14 | DODGX | Dodge & Cox Stock-i | +0.1% | +762.57% | Add |
| 15 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +1.59% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.01% | Trim |
| 17 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +145.37% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +11.30% | Add |
| 19 | VTSAX | Vanguard Ttl Stk Mkt-adm | +0.1% | +0.35% | Add |
| 20 | CRM | Salesforce Inc | +0.1% | -4.06% | Trim |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +50.67% | Add |
| 22 | HFMDX | Hennessy Cornerst M/c 30-inv | 0% | NEW | New buy |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.22% | Trim |
| 24 | IAU | Ishares Gold Trust | 0% | +40.38% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +13.44% | Add |
| 26 | FNMA | Fannie Mae | 0% | — | Unchanged |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | NEW | New buy |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | -0.18% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +38.67% | Add |
| 30 | VGT | Vanguard Info Tech ETF | 0% | +11.63% | Add |
| 31 | CPER | United States Copper Index | 0% | NEW | New buy |
| 32 | SO | Southern Co/the | 0% | NEW | New buy |
| 33 | TMUS | T-mobile US Inc | 0% | +1.38% | Add |
| 34 | WMT | Walmart Inc | 0% | +158.75% | Add |
| 35 | PM | Philip Morris International | 0% | +79.35% | Add |
| 36 | DODFX | Dodge & Cox Intl Stck-i | 0% | NEW | New buy |
| 37 | NVDA | Nvidia CORP | 0% | -5.68% | Trim |
| 38 | RELY | Remitly Global Inc | 0% | — | Unchanged |
| 39 | VVIAX | Vanguard Value Index-adm | 0% | +5.03% | Add |
| 40 | EXPE | Expedia Group Inc | 0% | — | Unchanged |
| 41 | COST | Costco Wholesale CORP | 0% | +3.24% | Add |
| 42 | DOCU | Docusign Inc | 0% | -2.98% | Trim |
| 43 | SNOW | Snowflake Inc | 0% | +3.93% | Add |
| 44 | CVX | Chevron CORP | 0% | +235.24% | Add |
| 45 | DSWL | Deswell Industries Inc | 0% | NEW | New buy |
| 46 | BA | Boeing Co/the | 0% | +3.56% | Add |
| 47 | IUSG | Ishares Core S&p U.s. Growth | 0% | — | Unchanged |
| 48 | AXP | American Express Co | 0% | +3.06% | Add |
| 49 | T | At&t Inc | 0% | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | 0% | +6.61% | Add |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 278 disclosed positions in Q4 2024.
During Q4 2024, Garde Capital, Inc.'s top holdings by market value included VUG (12.9%)、VTV (12.0%)、VV (7.7%). The largest single position, VUG, represented 12.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VV) accounted for 28.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
HFMDX
市值: $569.0K
Top Position Liquidated / Trimmed
EWX
前期市值: $438.0K
In Q4 2024, Garde Capital, Inc. made 161 total portfolio adjustments, initiating 24 new buys, adding to 63 positions, trimming 63 holdings, and fully liquidating 11 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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