GC

Garde Capital Portfolio holdings

AUM $1.87B
This Quarter Return
+4.15%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$254M
AUM Growth
Cap. Flow
+$254M
Cap. Flow %
100%
Top 10 Hldgs %
55.1%
Holding
98
New
98
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.51%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
A icon
51
Agilent Technologies
A
$35.5B
$770K 0.3%
+13,404
New +$770K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.08T
$766K 0.3%
+6,050
New +$766K
SCHE icon
53
Schwab Emerging Markets Equity ETF
SCHE
$10.8B
$745K 0.29%
+28,613
New +$745K
IWN icon
54
iShares Russell 2000 Value ETF
IWN
$11.7B
$739K 0.29%
+7,160
New +$739K
XOM icon
55
Exxon Mobil
XOM
$477B
$629K 0.25%
+6,246
New +$629K
VNQ icon
56
Vanguard Real Estate ETF
VNQ
$34.1B
$622K 0.24%
+8,315
New +$622K
AMZN icon
57
Amazon
AMZN
$2.41T
$582K 0.23%
+1,793
New +$582K
VT icon
58
Vanguard Total World Stock ETF
VT
$51.4B
$508K 0.2%
+8,163
New +$508K
VCIT icon
59
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.2B
$506K 0.2%
+5,850
New +$506K
SCHV icon
60
Schwab US Large-Cap Value ETF
SCHV
$13.1B
$495K 0.19%
+11,558
New +$495K
INTC icon
61
Intel
INTC
$105B
$489K 0.19%
+15,827
New +$489K
BA icon
62
Boeing
BA
$176B
$485K 0.19%
+3,811
New +$485K
PM icon
63
Philip Morris
PM
$254B
$473K 0.19%
+5,608
New +$473K
SCHP icon
64
Schwab US TIPS ETF
SCHP
$13.9B
$452K 0.18%
+8,110
New +$452K
EZU icon
65
iShare MSCI Eurozone ETF
EZU
$7.78B
$450K 0.18%
+10,624
New +$450K
IBM icon
66
IBM
IBM
$227B
$411K 0.16%
+2,267
New +$411K
NKE icon
67
Nike
NKE
$110B
$393K 0.15%
+5,072
New +$393K
BRK.A icon
68
Berkshire Hathaway Class A
BRK.A
$1.08T
$380K 0.15%
+200
New +$380K
CVX icon
69
Chevron
CVX
$318B
$368K 0.14%
+2,822
New +$368K
GLD icon
70
SPDR Gold Trust
GLD
$111B
$342K 0.13%
+2,668
New +$342K
SPIB icon
71
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$335K 0.13%
+9,716
New +$335K
FLOT icon
72
iShares Floating Rate Bond ETF
FLOT
$9.12B
$331K 0.13%
+6,510
New +$331K
EWJ icon
73
iShares MSCI Japan ETF
EWJ
$15.2B
$327K 0.13%
+27,152
New +$327K
ADM icon
74
Archer Daniels Midland
ADM
$29.7B
$302K 0.12%
+6,856
New +$302K
POT
75
DELISTED
Potash Corp Of Saskatchewan
POT
$296K 0.12%
+7,800
New +$296K