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GC
Garde Capital Portfolio holdings
AUM
$1.67B
1-Year Est. Return
13.9%
This Fund
S&P 500
This Quarter
Est. Return
+5.29%
1 Year Est. Return
+13.9%
3 Year Est. Return
+51.52%
5 Year Est. Return
+51.47%
10 Year Est. Return
+173.98%
AUM
$374M
AUM Growth
+$26.9M
(+7.7%)
Cap. Flow
+$9.02M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
62.58%
Holding
119
New
3
Increased
40
Reduced
43
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$4.41M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$3.47M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.8M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$1.67M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.46M |
Top Sells
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Consumer Discretionary | 1.31% |
| 3 | Healthcare | 0.82% |
| 4 | Consumer Staples | 0.74% |
| 5 | Industrials | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$126B
| $3.13M | 0.84% |
110,148
-11,816
| -10% | -$328K |
|
27
iShares Core US Aggregate Bond ETF
AGG
$139B
| $2.76M | 0.74% |
25,475
+8,863
| +53% | +$959K |
|
28
Apple
AAPL
$4.82T
| $2.58M | 0.69% |
71,808
-1,676
| -2% | -$55.2K |
|
29
iShares US Real Estate ETF
IYR
$4.73B
| $1.98M | 0.53% |
25,210
+1,092
| +5% | +$85.2K |
|
30
Vanguard Large-Cap ETF
VV
$52.8B
| $1.93M | 0.52% |
17,850
+312
| +2% | +$33.3K |
|
31
Amazon
AMZN
$2.75T
| $1.64M | 0.44% |
37,040
-5,580
| -13% | -$233K |
|
32
iShares California Muni Bond ETF
CMF
$4.56B
| $1.52M | 0.41% |
26,184
+4,620
| +21% | +$267K |
|
33
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $1.38M | 0.37% |
8,553
+70
| +0.8% | +$11.1K |
|
34
iShares Russell 1000 Value ETF
IWD
$81.7B
| $1.36M | 0.36% |
11,852
-2,830
| -19% | -$324K |
|
35
Starbucks
SBUX
$121B
| $1.34M | 0.36% |
22,980
-2,826
| -11% | -$160K |
|
36
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
| $1.28M | 0.34% |
26,716
-3,356
| -11% | -$156K |
|
37
Schwab US TIPS ETF
SCHP
$16.5B
| $1.27M | 0.34% |
45,894
+8,118
| +21% | +$224K |
|
38
iShares MSCI EAFE ETF
EFA
$77B
| $1.24M | 0.33% |
19,903
-84
| -0.4% | -$5.08K |
|
39
Invesco QQQ Trust
QQQ
$477B
| $1.16M | 0.31% |
8,794
-800
| -8% | -$102K |
|
40
Hewlett Packard
HPE
$61.1B
| $1.14M | 0.3% |
82,372
-216
| -0.3% | -$2.9K |
|
41
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
| $1.11M | 0.3% |
23,252
| – | – |
|
42
iShares International Treasury Bond ETF
IGOV
$1.36B
| $1.09M | 0.29% |
23,856
-23,372
| -49% | -$1.06M |
|
43
Berkshire Hathaway Class B
BRK.B
$1.06T
| $990K | 0.26% |
5,941
-1,253
| -17% | -$210K |
|
44
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $976K | 0.26% |
37,708
+6,166
| +20% | +$159K |
|
45
Intel
INTC
$506B
| $970K | 0.26% |
26,879
+1,570
| +6% | +$56.8K |
|
46
Boeing
BA
$172B
| $933K | 0.25% |
5,273
+398
| +8% | +$67.8K |
|
47
Alphabet (Google) Class A
GOOGL
$4.54T
| $836K | 0.22% |
19,720
+1,060
| +6% | +$44.6K |
|
48
HP
HPQ
$21.4B
| $810K | 0.22% |
45,275
-126
| -0.3% | -$2.04K |
|
49
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $769K | 0.21% |
9,647
+1,202
| +14% | +$95.7K |
|
|
SCHV
50
Schwab US Large-Cap Value ETF
SCHV
$15.5B
| $769K | 0.21% |
46,452
+1,737
| +4% | +$28.5K |
|
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