GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.56M
3
+$4.05M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.68M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M

Top Sells

1
+$8.74M
2
+$6.76M
3
+$5.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.22M

Sector Composition

1 Technology 6.04%
2 Communication Services 3.14%
3 Consumer Discretionary 2.04%
4 Financials 0.8%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
26
iShares Core US Aggregate Bond ETF
AGG
$135B
$19.8M 1.04%
199,855
-5,350
Z icon
27
Zillow
Z
$18B
$19.6M 1.02%
279,573
-3,982
QQQ icon
28
Invesco QQQ Trust
QQQ
$405B
$19.2M 1%
34,738
-348
IEUR icon
29
iShares Core MSCI Europe ETF
IEUR
$6.81B
$17.7M 0.92%
267,146
-1,118
SCHV icon
30
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$17M 0.89%
613,396
-15,661
SCHF icon
31
Schwab International Equity ETF
SCHF
$53.5B
$16.4M 0.86%
741,254
-7,514
VIG icon
32
Vanguard Dividend Appreciation ETF
VIG
$101B
$12.4M 0.65%
60,571
VBR icon
33
Vanguard Small-Cap Value ETF
VBR
$31.9B
$11.5M 0.6%
58,860
-202
VBK icon
34
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$11.4M 0.59%
41,074
-161
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
$11.2M 0.59%
188,077
+17,431
IPAC icon
36
iShares Core MSCI Pacific ETF
IPAC
$1.96B
$9.82M 0.51%
142,939
+911
EAGG icon
37
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.33B
$9.21M 0.48%
193,823
+5,561
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$3.86T
$9.06M 0.47%
51,431
-452
SCHE icon
39
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$8.74M 0.46%
289,932
-6,604
GOOG icon
40
Alphabet (Google) Class C
GOOG
$3.86T
$8.64M 0.45%
48,685
-68
IWB icon
41
iShares Russell 1000 ETF
IWB
$45.5B
$8.52M 0.44%
25,078
-54
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$125B
$7.61M 0.4%
17,924
-80
VSGX icon
43
Vanguard ESG International Stock ETF
VSGX
$5.38B
$7.4M 0.39%
112,972
+4,748
ZG icon
44
Zillow
ZG
$17.5B
$7.36M 0.38%
107,416
+17
NVDA icon
45
NVIDIA
NVDA
$4.3T
$6.84M 0.36%
43,294
-2,232
META icon
46
Meta Platforms (Facebook)
META
$1.63T
$6.79M 0.35%
9,204
-72
CMF icon
47
iShares California Muni Bond ETF
CMF
$3.6B
$6.63M 0.35%
119,008
-3,331
SPY icon
48
SPDR S&P 500 ETF Trust
SPY
$700B
$6.08M 0.32%
9,835
-9
IJR icon
49
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$5.67M 0.3%
51,872
+940
IBIT icon
50
iShares Bitcoin Trust
IBIT
$71.2B
$5.45M 0.28%
89,069
+43,854
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