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CIK: 0001616328
Total reported value
$2.2B
$2.2B
804 檔
29.7%
At the close of Q1 2025, Garde Capital, Inc. disclosed equity holdings valued at approximately $2.2B, spread across 804 reported holdings.
In Q1 2025, Garde Capital, Inc. displayed an active expansion posture, initiating 63 new positions and adding to 57 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, BND) accounted for 29.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 804 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 10.67% | -2.01% | +2.15% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.89% | -1.24% | -0.71% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.47% | +5.95% | NEW | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 6.23% | -1.07% | -0.05% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.95% | -0.82% | -4.57% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.90% | -0.70% | +0.27% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.82% | -0.77% | — | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.65% | +2.05% | NEW | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.57% | -0.45% | -3.18% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.71% | -5.65% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | -0.42% | -1.15% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.18% | -0.36% | +1.55% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.81% | -0.34% | +1.28% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.78% | -0.69% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.72% | -0.23% | +23.07% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.65% | +1.59% | NEW | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.65% | +2.14% | NEW | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.59% | +1.75% | NEW | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | -0.18% | +25.58% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | -0.34% | -4.21% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.32% | -0.06% | -2.07% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | -0.27% | -6.01% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.28% | -0.21% | +7.49% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.22% | -0.30% | +3.65% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | +0.92% | NEW | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | — | +6.80% | |
| 27 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.09% | -0.36% | -1.29% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.94% | -0.17% | +0.08% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.91% | -0.23% | -4.39% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | -0.19% | -3.38% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | -0.17% | -9.78% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | -0.31% | -3.29% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.58% | -0.07% | -3.43% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | -0.17% | — | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.50% | +0.45% | NEW | |
| 36 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.50% | -0.13% | -4.35% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.01% | +140.13% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.11% | -6.54% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | -0.05% | -0.22% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | -0.04% | +4.31% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | -0.05% | -0.22% | |
| 42 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.40% | -0.15% | +0.15% | |
| 43 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.40% | — | — | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.39% | -0.10% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.05% | -4.71% | |
| 46 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.36% | -0.10% | -10.31% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.05% | +39.79% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.19% | +8.55% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.33% | -0.14% | +13.93% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.02% | +68.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +6% | -0.05% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +3% | +0.27% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +2.2% | -1.15% | Add |
| 4 | ESGV | Vanguard Esg US Stock ETF | +0.9% | +7.49% | Add |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.7% | -9.78% | Add |
| 6 | IEUR | Ishares Core Msci Europe ETF | +0.5% | -4.39% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.4% | -2.07% | Add |
| 8 | IPAC | Ishares Core Msci Pacific Et | +0.4% | -4.35% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +140.13% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | +11.97% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.3% | +6.03% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +23.07% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +68.83% | Add |
| 14 | AMZN | Amazon.com Inc | +0.2% | +25.58% | Add |
| 15 | IWB | Ishares Russell 1000 ETF | +0.2% | -0.22% | Add |
| 16 | ICF | Ishares Select U.s. Reit ETF | +0.1% | -3.82% | Add |
| 17 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | -10.31% | Add |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | -0.88% | Add |
| 19 | PTON | Peloton Interactive Inc-a | +0.1% | -33.29% | Add |
| 20 | ESGU | Ishares Esg Aware Msci USA | +0.1% | -3.21% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.88% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.05% | Trim |
| 23 | IAU | Ishares Gold Trust | +0.1% | +12.74% | Add |
| 24 | CMG | Chipotle Mexican Grill Inc | 0% | +50.06% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Add |
| 26 | LLY | Eli Lilly & Co | 0% | +20.14% | Add |
| 27 | AJG | Arthur J Gallagher & Co | 0% | +113.90% | Add |
| 28 | ORCL | Oracle CORP | 0% | +10.36% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +0.05% | Add |
| 30 | PM | Philip Morris International | 0% | — | Add |
| 31 | VO | Vanguard Mid-cap ETF | 0% | -0.65% | Add |
| 32 | ABNB | Airbnb Inc-class A | 0% | -3.38% | Add |
| 33 | MRK | Merck & Co. Inc. | 0% | -2.61% | Add |
| 34 | WMT | Walmart Inc | 0% | +0.02% | Add |
| 35 | XLK | Ss Technology Select Sector | — | +1.20% | Add |
| 36 | JPM | Jpmorgan Chase & Co | — | -0.02% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +0.02% | Add |
| 38 | AXP | American Express Co | 0% | — | Trim |
| 39 | MCD | Mcdonald's CORP | 0% | — | Add |
| 40 | QCOM | Qualcomm Inc | 0% | +42.74% | Add |
| 41 | NIO | Nio Inc - Adr | 0% | — | Trim |
| 42 | ETHE | Grayscale Ethereum Staking E | 0% | -51.29% | Trim |
| 43 | ADBE | Adobe Inc | 0% | — | Trim |
| 44 | SRVR | Pacer Data & Infrastructure | 0% | — | Trim |
| 45 | SLV | Ishares Silver Trust | 0% | — | Trim |
| 46 | EA | Electronic Arts Inc | 0% | -0.40% | Trim |
| 47 | EXPE | Expedia Group Inc | 0% | +40.90% | Add |
| 48 | JNJ | Johnson & Johnson | 0% | -24.91% | Trim |
| 49 | EEM | Ishares Msci Emerging Market | -0.1% | -6.06% | Trim |
| 50 | TWLO | Twilio Inc - A | -0.1% | -0.74% | Trim |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 804 disclosed positions in Q1 2025.
During Q1 2025, Garde Capital, Inc.'s top holdings by market value included VTV (10.7%)、VUG (9.9%)、BND (6.5%). The largest single position, VTV, represented 10.7% 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.
Top New Position Initiated
BND
市值: $115.1M
Top Position Liquidated / Trimmed
VIGAX
前期市值: $25.2M
In Q1 2025, Garde Capital, Inc. made 199 total portfolio adjustments, initiating 63 new buys, adding to 57 positions, trimming 41 holdings, and fully liquidating 38 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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