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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
-3.32%
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
$1.67B
AUM Growth
+$43.8M
Cap. Flow
+$116M
Cap. Flow %
6.96%
Top 10 Hldgs %
58.11%
Holding
206
New
25
Increased
74
Reduced
53
Closed
8

Top Buys

1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$58.6M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$22.9M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$11.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.81M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$6.81M

Top Sells

1
HYGW icon
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
+$1.09M
2
CRM icon
Salesforce
CRM
+$1.07M
3
MSFT icon
Microsoft
MSFT
+$944K
4
PLTR icon
Palantir
PLTR
+$911K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$878K

Sector Composition

1 Technology 6.29%
2 Communication Services 3.34%
3 Consumer Discretionary 2.15%
4 Financials 0.98%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USRT icon
126
iShares Core US REIT ETF
USRT
$4.51B
$568K 0.03%
9,588
– –
DFEM icon
127
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.03B
$562K 0.03%
+16,265
New +$578K
VDE icon
128
Vanguard Energy ETF
VDE
$9.5B
$549K 0.03%
3,172
+288
+10% +$43.6K
ELV icon
129
Elevance Health
ELV
$83.7B
$542K 0.03%
1,850
– –
PM icon
130
Philip Morris
PM
$279B
$536K 0.03%
3,241
– –
DIA icon
131
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$535K 0.03%
1,154
– –
ESGE icon
132
iShares ESG Aware MSCI EM ETF
ESGE
$6.66B
$468K 0.03%
10,290
+430
+4% +$20.3K
RELY icon
133
Remitly
RELY
$5.23B
$465K 0.03%
29,679
– –
GS icon
134
Goldman Sachs
GS
$334B
$463K 0.03%
548
– –
AJG icon
135
Arthur J. Gallagher & Co
AJG
$64.6B
$463K 0.03%
2,139
– –
SCHB icon
136
Schwab US Broad Market ETF
SCHB
$43.5B
$446K 0.03%
17,774
+147
+0.8% +$3.86K
CVX icon
137
Chevron
CVX
$358B
$433K 0.03%
2,092
-46
-2% -$8.39K
MU icon
138
Micron Technology
MU
$1.02T
$431K 0.03%
+1,277
New +$500K
DBEF icon
139
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.08B
$430K 0.03%
8,700
– –
HD icon
140
Home Depot
HD
$345B
$413K 0.02%
1,255
+18
+1% +$6.56K
VXF icon
141
Vanguard Extended Market ETF
VXF
$30.9B
$412K 0.02%
2,000
– –
FTNT icon
142
Fortinet
FTNT
$121B
$409K 0.02%
5,000
– –
EMB icon
143
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$394K 0.02%
+4,191
New +$403K
CPER icon
144
United States Copper Index Fund
CPER
$746M
$392K 0.02%
11,382
-5,137
-31% -$184K
IYW icon
145
iShares US Technology ETF
IYW
$24.8B
$388K 0.02%
2,138
+1
+0% +$193
SCHC icon
146
Schwab International Small-Cap Equity ETF
SCHC
$5.41B
$377K 0.02%
8,065
+69
+0.9% +$3.34K
ACWI icon
147
iShares MSCI ACWI ETF
ACWI
$33.2B
$376K 0.02%
2,717
– –
AVUV icon
148
Avantis US Small Cap Value ETF
AVUV
$29.4B
$375K 0.02%
+3,391
New +$373K
PI icon
149
Impinj
PI
$4.42B
$365K 0.02%
3,550
– –
VXUS icon
150
Vanguard Total International Stock ETF
VXUS
$155B
$354K 0.02%
4,591
+536
+13% +$42.6K
4 5
6
7 8

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