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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
+4.15%
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
$254M
AUM Growth
–
Cap. Flow
+$286M
Cap. Flow %
112.51%
Top 10 Hldgs %
55.1%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$38M
2
VTV icon
Vanguard Value ETF
VTV
+$31.9M
3
VUG icon
Vanguard Growth ETF
VUG
+$30.5M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$16.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.2M

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 Change
in Stake 		Capital Flow
A icon
51
Agilent Technologies
A
$38.5B
$770K 0.3%
+18,739
New +$752K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.06T
$766K 0.3%
+6,050
New +$766K
SCHE icon
53
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$745K 0.29%
+28,613
New +$722K
IWN icon
54
iShares Russell 2000 Value ETF
IWN
$14.4B
$739K 0.29%
+7,160
New +$712K
XOM icon
55
ExxonMobil
XOM
$589B
$629K 0.25%
+6,246
New +$630K
VNQ icon
56
Vanguard Real Estate ETF
VNQ
$38.8B
$622K 0.24%
+8,315
New +$611K
AMZN icon
57
Amazon
AMZN
$2.75T
$582K 0.23%
+35,860
New +$567K
VT icon
58
Vanguard Total World Stock ETF
VT
$77.7B
$508K 0.2%
+8,163
New +$496K
VCIT icon
59
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.6B
$506K 0.2%
+5,850
New +$502K
SCHV
60
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$495K 0.19%
+34,674
New +$483K
INTC icon
61
Intel
INTC
$511B
$489K 0.19%
+15,827
New +$434K
BA icon
62
Boeing
BA
$174B
$485K 0.19%
+3,811
New +$497K
PM icon
63
Philip Morris
PM
$278B
$473K 0.19%
+5,608
New +$483K
SCHP icon
64
Schwab US TIPS ETF
SCHP
$16.5B
$452K 0.18%
+16,220
New +$445K
EZU icon
65
iShare MSCI Eurozone ETF
EZU
$9.49B
$450K 0.18%
+10,624
New +$456K
IBM icon
66
IBM
IBM
$202B
$411K 0.16%
+2,371
New +$427K
NKE icon
67
Nike
NKE
$64.4B
$393K 0.15%
+10,144
New +$377K
BRK.A icon
68
Berkshire Hathaway Class A
BRK.A
$1.06T
$380K 0.15%
+200
New +$38M
CVX icon
69
Chevron
CVX
$356B
$368K 0.14%
+2,822
New +$351K
GLD icon
70
SPDR Gold Trust
GLD
$131B
$342K 0.13%
+2,668
New +$331K
SPIB icon
71
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$335K 0.13%
+9,716
New +$332K
FLOT icon
72
iShares Floating Rate Bond ETF
FLOT
$10B
$331K 0.13%
+6,510
New +$330K
EWJ icon
73
iShares MSCI Japan ETF
EWJ
$22.2B
$327K 0.13%
+6,788
New +$310K
ADM icon
74
Archer Daniels Midland
ADM
$39.4B
$302K 0.12%
+6,856
New +$303K
POT
75
DELISTED
Potash Corp Of Saskatchewan
POT
$296K 0.12%
+7,800
New +$282K
1 2
3
4

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