GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$5.51M
3
+$4.39M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.19M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Top Sells

1
+$3.45M
2
+$3.21M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.75M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.36M

Sector Composition

1 Technology 5.99%
2 Communication Services 3.45%
3 Consumer Discretionary 2.02%
4 Financials 0.66%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.46T
$6.05M 0.29%
13,595
+1,491
IBIT icon
52
iShares Bitcoin Trust
IBIT
$76.1B
$6.02M 0.29%
92,669
+3,600
SCHA icon
53
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$5.96M 0.29%
213,635
+371
VOOV icon
54
Vanguard S&P 500 Value ETF
VOOV
$6.1B
$5.59M 0.27%
28,013
IUSG icon
55
iShares Core S&P US Growth ETF
IUSG
$26.4B
$5.58M 0.27%
33,909
+537
ICF icon
56
iShares Select U.S. REIT ETF
ICF
$1.95B
$5.38M 0.26%
87,292
+1,229
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.11M 0.25%
10,165
+90
TMUS icon
58
T-Mobile US
TMUS
$215B
$4.56M 0.22%
19,060
-300
SUSA icon
59
iShares ESG Optimized MSCI USA ETF
SUSA
$3.81B
$4.29M 0.21%
31,658
-3,492
ESGD icon
60
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$3.91M 0.19%
42,016
-2,549
PLTR icon
61
Palantir
PLTR
$425B
$3.89M 0.19%
21,330
-17,587
IAU icon
62
iShares Gold Trust
IAU
$73.3B
$3.86M 0.19%
53,084
+7,083
CRM icon
63
Salesforce
CRM
$224B
$3.84M 0.19%
16,216
-319
COST icon
64
Costco
COST
$422B
$3.83M 0.19%
4,139
+18
DFSI icon
65
Dimensional International Sustainability Core 1 ETF
DFSI
$967M
$3.43M 0.17%
83,862
+3,463
IVE icon
66
iShares S&P 500 Value ETF
IVE
$49.3B
$3.41M 0.17%
16,512
+79
VGT icon
67
Vanguard Information Technology ETF
VGT
$113B
$3.25M 0.16%
4,356
+21
SPIP icon
68
State Street SPDR Portfolio TIPS ETF
SPIP
$972M
$3.18M 0.16%
120,923
+5,717
ESGU icon
69
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$3.17M 0.15%
21,764
-851
TSM icon
70
TSMC
TSM
$1.7T
$2.89M 0.14%
10,349
+200
CAT icon
71
Caterpillar
CAT
$299B
$2.44M 0.12%
5,122
-237
UBER icon
72
Uber
UBER
$176B
$2.41M 0.12%
24,594
+205
ETHA
73
iShares Ethereum Trust ETF
ETHA
$1.96B
$2.32M 0.11%
73,550
+56,771
ORCL icon
74
Oracle
ORCL
$556B
$2.14M 0.1%
7,607
+152
PTON icon
75
Peloton Interactive
PTON
$2.74B
$2.08M 0.1%
230,999
1 2
3
4 5