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
VCSH icon
126
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$651K 0.03%
8,148
-2,766
PI icon
127
Impinj
PI
$5.38B
$642K 0.03%
3,550
XOM icon
128
Exxon Mobil
XOM
$548B
$628K 0.03%
5,571
+716
AMGN icon
129
Amgen
AMGN
$178B
$610K 0.03%
2,160
-161
WMT icon
130
Walmart Inc
WMT
$960B
$608K 0.03%
5,899
+515
UNP icon
131
Union Pacific
UNP
$136B
$599K 0.03%
2,534
+104
ELV icon
132
Elevance Health
ELV
$84.5B
$598K 0.03%
1,850
COPX icon
133
Global X Copper Miners ETF NEW
COPX
$5.69B
$568K 0.03%
9,489
PG icon
134
Procter & Gamble
PG
$338B
$558K 0.03%
3,631
-928
GLD icon
135
SPDR Gold Trust
GLD
$158B
$543K 0.03%
1,528
DIA icon
136
SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$535K 0.03%
1,154
GBTC icon
137
Grayscale Bitcoin Trust
GBTC
$38.5B
$533K 0.03%
5,937
VWOB icon
138
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.68B
$515K 0.03%
7,704
-7,386
USRT icon
139
iShares Core US REIT ETF
USRT
$3.38B
$515K 0.03%
8,763
+291
RELY icon
140
Remitly
RELY
$2.88B
$502K 0.02%
30,821
+2,915
HD icon
141
Home Depot
HD
$377B
$501K 0.02%
1,237
-284
CPER icon
142
United States Copper Index Fund
CPER
$518M
$496K 0.02%
16,519
BP icon
143
BP
BP
$90.6B
$476K 0.02%
13,809
+237
NKE icon
144
Nike
NKE
$95.5B
$469K 0.02%
6,726
+8
BSV icon
145
Vanguard Short-Term Bond ETF
BSV
$42.5B
$467K 0.02%
5,912
-2,511
ACWI icon
146
iShares MSCI ACWI ETF
ACWI
$26B
$462K 0.02%
3,344
IJH icon
147
iShares Core S&P Mid-Cap ETF
IJH
$109B
$457K 0.02%
7,002
+3,522
WDAY icon
148
Workday
WDAY
$51.2B
$456K 0.02%
1,896
-318
GS icon
149
Goldman Sachs
GS
$291B
$452K 0.02%
567
+104
SCHB icon
150
Schwab US Broad Market ETF
SCHB
$39.1B
$451K 0.02%
17,527
-599
4 5
6
7 8