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
SCHA icon
51
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$5.4M 0.28%
213,264
-11,718
PLTR icon
52
Palantir
PLTR
$401B
$5.31M 0.28%
38,917
-1,081
VOOV icon
53
Vanguard S&P 500 Value ETF
VOOV
$5.9B
$5.29M 0.28%
28,013
ICF icon
54
iShares Select U.S. REIT ETF
ICF
$1.92B
$5.26M 0.28%
86,063
-542
IUSG icon
55
iShares Core S&P US Growth ETF
IUSG
$26.1B
$5.02M 0.26%
33,372
+156
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.89M 0.26%
10,075
+871
TMUS icon
57
T-Mobile US
TMUS
$234B
$4.61M 0.24%
19,360
-29
CRM icon
58
Salesforce
CRM
$219B
$4.51M 0.24%
16,535
-1,595
SUSA icon
59
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$4.46M 0.23%
35,150
-2,467
COST icon
60
Costco
COST
$405B
$4.08M 0.21%
4,121
+37
ESGD icon
61
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$3.98M 0.21%
44,565
+139
TSLA icon
62
Tesla
TSLA
$1.43T
$3.84M 0.2%
12,104
+1,833
AVGO icon
63
Broadcom
AVGO
$1.9T
$3.72M 0.19%
13,482
+2,317
IVE icon
64
iShares S&P 500 Value ETF
IVE
$47.2B
$3.21M 0.17%
16,433
-1,664
DFSI icon
65
Dimensional International Sustainability Core 1 ETF
DFSI
$883M
$3.17M 0.17%
80,399
+8,609
ESGU icon
66
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$3.06M 0.16%
22,615
+7,384
VGSH icon
67
Vanguard Short-Term Treasury ETF
VGSH
$24.8B
$3.04M 0.16%
51,661
-10,003
SPIP icon
68
State Street SPDR Portfolio TIPS ETF
SPIP
$989M
$3M 0.16%
115,206
+1,947
VGT icon
69
Vanguard Information Technology ETF
VGT
$113B
$2.88M 0.15%
4,335
+397
IAU icon
70
iShares Gold Trust
IAU
$65.6B
$2.87M 0.15%
46,001
+4,805
CMG icon
71
Chipotle Mexican Grill
CMG
$45.6B
$2.39M 0.12%
42,549
-1,001
TSM icon
72
TSMC
TSM
$1.51T
$2.3M 0.12%
10,149
-77
UBER icon
73
Uber
UBER
$182B
$2.28M 0.12%
24,389
-2,499
SNOW icon
74
Snowflake
SNOW
$85.1B
$2.23M 0.12%
9,987
-483
CAT icon
75
Caterpillar
CAT
$269B
$2.08M 0.11%
5,359
+2
1 2
3
4 5