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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHA icon
51
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$5.27M 0.3%
224,982
-3,999
TMUS icon
52
T-Mobile US
TMUS
$242B
$5.17M 0.29%
19,389
VOOV icon
53
Vanguard S&P 500 Value ETF
VOOV
$5.8B
$5.16M 0.29%
28,013
NVDA icon
54
NVIDIA
NVDA
$4.63T
$4.93M 0.28%
45,526
-2,101
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.1T
$4.9M 0.28%
9,204
+80
CRM icon
56
Salesforce
CRM
$232B
$4.87M 0.27%
18,130
+1,155
SUSA icon
57
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$4.32M 0.24%
37,617
+120
IUSG icon
58
iShares Core S&P US Growth ETF
IUSG
$25.7B
$4.22M 0.24%
33,216
+8,811
COST icon
59
Costco
COST
$409B
$3.86M 0.22%
4,084
+2
ESGD icon
60
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$3.63M 0.2%
44,426
-5,550
VGSH icon
61
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$3.62M 0.2%
+61,664
IVE icon
62
iShares S&P 500 Value ETF
IVE
$42.4B
$3.45M 0.19%
18,097
PLTR icon
63
Palantir
PLTR
$415B
$3.38M 0.19%
39,998
-811
SPIP icon
64
State Street SPDR Portfolio TIPS ETF
SPIP
$979M
$2.99M 0.17%
+113,259
TSLA icon
65
Tesla
TSLA
$1.34T
$2.66M 0.15%
10,271
-655
DFSI icon
66
Dimensional International Sustainability Core 1 ETF
DFSI
$833M
$2.5M 0.14%
71,790
-8,229
IAU icon
67
iShares Gold Trust
IAU
$62.2B
$2.43M 0.14%
41,196
+4,656
CMG icon
68
Chipotle Mexican Grill
CMG
$41.7B
$2.19M 0.12%
43,550
VGT icon
69
Vanguard Information Technology ETF
VGT
$109B
$2.14M 0.12%
3,938
-35
IBIT icon
70
iShares Bitcoin Trust
IBIT
$72.1B
$2.12M 0.12%
45,215
+18,764
UBER icon
71
Uber
UBER
$190B
$1.96M 0.11%
26,888
+3,221
PTON icon
72
Peloton Interactive
PTON
$3.13B
$1.94M 0.11%
306,498
-152,929
VCSH icon
73
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$1.9M 0.11%
+24,009
AVGO icon
74
Broadcom
AVGO
$1.62T
$1.87M 0.11%
11,165
-1,212
IGSB icon
75
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$1.86M 0.1%
+35,457
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3
4 5