$285 Million is the total value of Garde Capital, Inc.'s 108 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 37.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $37,261,000 | +9.0% | 457,080 | +2.6% | 13.09% | +19.9% |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $36,311,000 | +9.2% | 341,297 | +3.0% | 12.76% | +20.2% |
| VGK | Buy | VANGUARD EUROPEANetf | $20,065,000 | +2.8% | 402,270 | +1.4% | 7.05% | +13.1% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $16,785,000 | +1.8% | 207,841 | +3.3% | 5.90% | +12.0% |
| VPL | Buy | VANGUARD FTSE PACIFIC ETFetf | $15,665,000 | +13.9% | 276,433 | +7.9% | 5.50% | +25.3% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $13,266,000 | +65.0% | 405,568 | +67.0% | 4.66% | +81.5% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $10,467,000 | +4.5% | 95,432 | +5.5% | 3.68% | +15.0% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $9,414,000 | +82.2% | 256,384 | +76.9% | 3.31% | +100.5% |
| VNQ | Buy | VANGUARD REIT INDEX ETFetf | $7,354,000 | +75.6% | 92,236 | +66.4% | 2.58% | +93.3% |
| VTI | Sell | VANGUARD TOTAL STK MKTetf | $7,071,000 | +4.4% | 67,795 | -1.2% | 2.48% | +14.8% |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $6,758,000 | +92.0% | 80,361 | +95.1% | 2.38% | +111.3% |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $5,807,000 | +18.3% | 52,481 | +15.4% | 2.04% | +30.2% |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $5,767,000 | -42.6% | 50,584 | -41.6% | 2.03% | -36.9% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $5,279,000 | -2.1% | 53,449 | -4.0% | 1.86% | +7.7% |
| MUB | Sell | ISHARES NATIONAL AMT-FREE MUNI BOND ETFetf | $4,955,000 | -5.3% | 44,760 | -6.2% | 1.74% | +4.2% |
| DJP | Buy | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $4,820,000 | +4.8% | 224,496 | +19.4% | 1.69% | +15.3% |
| BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $4,805,000 | -7.0% | 90,861 | -6.9% | 1.69% | +2.3% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $4,483,000 | -1.0% | 36,919 | -4.0% | 1.58% | +8.8% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $3,454,000 | +120.3% | 177,024 | +128.3% | 1.21% | +142.3% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $3,309,000 | -1.1% | 33,262 | -7.6% | 1.16% | +8.8% |
| MSFT | Sell | MICROSOFTstock | $2,629,000 | -16.0% | 47,389 | -33.0% | 0.92% | -7.6% |
| IGOV | Sell | ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-USetf | $2,580,000 | -20.3% | 28,768 | -19.1% | 0.91% | -12.3% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $2,578,000 | -7.8% | 93,549 | -8.4% | 0.91% | +1.5% |
| VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $2,556,000 | +27.9% | 34,557 | +28.3% | 0.90% | +40.5% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $2,318,000 | -2.1% | 53,402 | -3.8% | 0.82% | +7.8% |
| AAPL | Sell | APPLE INCstock | $2,135,000 | -45.4% | 20,284 | -42.8% | 0.75% | -40.0% |
| AGG | Sell | ISHARES AGGREGATE BOND ETFetf | $1,994,000 | -7.0% | 18,459 | -5.6% | 0.70% | +2.3% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $1,876,000 | -3.3% | 19,167 | -7.9% | 0.66% | +6.3% |
| IYR | Sell | ISHARES US REAL ESTATE ETFetf | $1,685,000 | +4.2% | 22,445 | -1.5% | 0.59% | +14.5% |
| VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $1,542,000 | +23.8% | 16,492 | +16.5% | 0.54% | +36.2% |
| SBUX | Sell | STARBUCKS CORPstock | $1,485,000 | -32.3% | 24,744 | -35.9% | 0.52% | -25.5% |
| MCHI | Sell | ISHARES MSCI CHINA ETFetf | $1,445,000 | -55.6% | 32,378 | -56.4% | 0.51% | -51.1% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $1,435,000 | -1.6% | 24,437 | -4.0% | 0.50% | +8.2% |
| INPTF | Sell | IPATH MSCI INDIA INDEX ETNetf | $1,324,000 | -58.6% | 20,716 | -57.2% | 0.46% | -54.5% |
| FXI | Sell | ISHARES CHINA LARGE-CAP ETFetf | $1,283,000 | -55.0% | 36,359 | -54.8% | 0.45% | -50.4% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $1,209,000 | +8.6% | 10,805 | -1.2% | 0.42% | +19.4% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $1,192,000 | -0.9% | 8,555 | -4.7% | 0.42% | +9.1% |
| AMZN | Sell | AMAZON COM INC COMstock | $1,065,000 | +29.6% | 1,576 | -1.9% | 0.37% | +42.2% |
| BWX | Buy | SPDR BARCLAYS CAPITAL INTL TREASURY BOND ETFetf | $1,038,000 | +63.0% | 20,109 | +64.5% | 0.36% | +79.8% |
| CMF | ISHARES TR S&P CALIF MUN BD FDetf | $974,000 | +0.7% | 8,241 | 0.0% | 0.34% | +10.7% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $891,000 | -45.8% | 6,751 | -46.4% | 0.31% | -40.4% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $781,000 | -50.2% | 24,256 | -49.3% | 0.27% | -45.3% |
| BA | Sell | BOEING CO COMstock | $732,000 | -50.2% | 5,064 | -54.9% | 0.26% | -45.2% |
| EZU | Buy | ISHARES MSCI EUROZONE ETFetf | $725,000 | +112.6% | 20,677 | +108.0% | 0.26% | +133.9% |
| VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $708,000 | +20.4% | 14,638 | +20.5% | 0.25% | +32.4% |
| GOOGL | New | GOOGLE INCstock | $696,000 | – | 894 | +100.0% | 0.24% | – |
| INTC | Sell | INTEL CORP COMstock | $696,000 | -29.8% | 20,209 | -38.5% | 0.24% | -22.7% |
| INDA | Sell | ISHARES MSCI INDIA INDEX FUNDetf | $675,000 | -40.6% | 24,537 | -38.3% | 0.24% | -34.7% |
| SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $668,000 | +7.7% | 15,728 | +0.9% | 0.24% | +18.7% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $667,000 | -0.6% | 16,942 | +0.7% | 0.23% | +9.3% |
| DVY | New | ISHARES DJ SELECT DIVIDENDetf | $654,000 | – | 8,702 | +100.0% | 0.23% | – |
| GOOG | New | ALPHABET INC CAP STK CL Cstock | $614,000 | – | 809 | +100.0% | 0.22% | – |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $586,000 | -3.0% | 6,378 | -4.9% | 0.21% | +6.7% |
| HPQ | HP INC COMstock | $579,000 | -53.8% | 48,875 | 0.0% | 0.20% | -49.2% | |
| DATA | Buy | TABLEAU SOFTWARE INC CL Astock | $578,000 | +147.0% | 6,131 | +109.0% | 0.20% | +170.7% |
| SCHP | Buy | SCHWAB US TIPS ETFetf | $574,000 | +34.4% | 10,809 | +36.0% | 0.20% | +48.5% |
| QAI | Sell | IQ HEDGE MULTI-STRATEGY TRACKER ETFetf | $558,000 | -63.8% | 19,609 | -63.3% | 0.20% | -60.2% |
| DBEF | Buy | DBX ETF TR MSCI EAFECURRENCY HEDGED EQUITY FDetf | $556,000 | +4.3% | 20,473 | +0.1% | 0.20% | +14.7% |
| NKE | Buy | NIKE INC CLASS Bstock | $552,000 | +1.7% | 8,767 | +98.5% | 0.19% | +12.1% |
| A | Buy | AGILENT TECHNOLOGIES INC COMstock | $536,000 | +22.1% | 12,824 | +0.2% | 0.19% | +34.3% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $532,000 | -59.8% | 6,820 | -61.7% | 0.19% | -55.8% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $514,000 | -65.7% | 3,181 | -69.3% | 0.18% | -62.2% |
| TSLA | Buy | TESLA MTRS INC COMstock | $504,000 | +55.6% | 2,100 | +60.9% | 0.18% | +71.8% |
| CAT | CATERPILLAR INC DEL COMstock | $492,000 | +4.0% | 7,237 | 0.0% | 0.17% | +14.6% | |
| BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $491,000 | -16.2% | 6,170 | -15.4% | 0.17% | -7.5% |
| SPIB | Buy | SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETFetf | $483,000 | -0.8% | 14,440 | +0.6% | 0.17% | +9.0% |
| PM | Buy | PHILIP MORRIS INTL INCstock | $478,000 | +11.9% | 5,441 | +1.2% | 0.17% | +23.5% |
| VFH | Sell | VANGUARD FINANCIALS INDEX FUNDetf | $452,000 | -45.3% | 9,323 | -47.8% | 0.16% | -39.8% |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $428,000 | +30.5% | 8,492 | +30.4% | 0.15% | +42.9% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $396,000 | +1.5% | 2 | 0.0% | 0.14% | +11.2% | |
| EWC | Sell | ISHARES MSCI CANADA ETFetf | $384,000 | -85.7% | 17,847 | -84.7% | 0.14% | -84.2% |
| HSIC | SCHEIN HENRY INC COMstock | $348,000 | +19.2% | 2,200 | 0.0% | 0.12% | +31.2% | |
| SPY | Buy | SPDR S&P 500 TRUSTetf | $333,000 | +17.7% | 1,636 | +10.9% | 0.12% | +30.0% |
| BMY | BRISTOL MYERS SQUIBB CO COMstock | $318,000 | +16.5% | 4,617 | 0.0% | 0.11% | +28.7% | |
| PFE | Sell | PFIZER INC COMstock | $311,000 | -65.2% | 9,646 | -66.1% | 0.11% | -61.9% |
| PEP | Buy | PEPSICO INC COMstock | $307,000 | +9.6% | 3,069 | +3.4% | 0.11% | +21.3% |
| VT | Sell | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $306,000 | -8.7% | 5,308 | -12.3% | 0.11% | +0.9% |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $287,000 | -66.8% | 9,228 | -73.1% | 0.10% | -63.4% |
| MO | ALTRIA GROUP INC COMstock | $285,000 | +7.1% | 4,891 | 0.0% | 0.10% | +17.6% | |
| AMGN | Sell | AMGEN INC COMstock | $279,000 | +14.8% | 1,719 | -2.0% | 0.10% | +25.6% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDRetf | $275,000 | -44.0% | 11,537 | -46.7% | 0.10% | -38.2% |
| ELD | Sell | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $264,000 | -71.6% | 7,697 | -71.4% | 0.09% | -68.7% |
| JWN | New | NORDSTROM INC COMstock | $265,000 | – | 5,319 | +100.0% | 0.09% | – |
| CVX | Sell | CHEVRON CORP NEW COMstock | $261,000 | -74.1% | 2,896 | -77.3% | 0.09% | -71.4% |
| SCHZ | Sell | SCHWAB US AGGREGATE BOND ETFetf | $262,000 | -17.6% | 5,094 | -16.6% | 0.09% | -9.8% |
| SDY | SPDR S&P DIVIDEND ETFetf | $260,000 | +2.0% | 3,531 | 0.0% | 0.09% | +12.3% | |
| IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $259,000 | +3.6% | 2,288 | -2.2% | 0.09% | +13.8% |
| TXN | TEXAS INSTRS INC COMstock | $254,000 | +10.9% | 4,632 | 0.0% | 0.09% | +21.9% | |
| CSCO | CISCO SYS INCstock | $250,000 | +3.3% | 9,208 | 0.0% | 0.09% | +14.3% | |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $248,000 | +2.5% | 4,764 | +0.1% | 0.09% | +13.0% |
| HEZU | New | ISHARES CURRENCY HEDGED MSCI EUROZONE ETFetf | $241,000 | – | 9,319 | +100.0% | 0.08% | – |
| VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $243,000 | – | 4,610 | +100.0% | 0.08% | – |
| FB | Buy | FACEBOOK INC CL Astock | $240,000 | +18.8% | 2,294 | +2.0% | 0.08% | +29.2% |
| MCD | New | MCDONALDS CORP COMstock | $237,000 | – | 2,010 | +100.0% | 0.08% | – |
| WFC | Sell | WELLS FARGO & CO NEW COMstock | $234,000 | -79.5% | 4,297 | -80.7% | 0.08% | -77.5% |
| ALK | ALASKA AIR GROUP INC COMstock | $232,000 | +1.3% | 2,880 | 0.0% | 0.08% | +12.3% | |
| HEDJ | Sell | WISDOMTREE TR CURRENCY HEDGED DEFAFDetf | $222,000 | -7.1% | 4,122 | -5.7% | 0.08% | +2.6% |
| SCHG | Buy | SCHWAB US LARGE CAP GROWTH ETFetf | $223,000 | +8.8% | 4,227 | +2.9% | 0.08% | +20.0% |
| LLY | LILLY ELI & CO COMstock | $215,000 | +0.9% | 2,550 | 0.0% | 0.08% | +11.8% | |
| HEFA | New | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $210,000 | – | 8,259 | +100.0% | 0.07% | – |
| CRH | New | CRH PLC ADRadr | $205,000 | – | 7,100 | +100.0% | 0.07% | – |
| PG | Sell | PROCTER & GAMBLE CO COMstock | $200,000 | -78.8% | 2,521 | -80.8% | 0.07% | -76.8% |
| IAU | Buy | ISHARES GOLD TRUST ETFetf | $192,000 | +11.0% | 18,815 | +17.3% | 0.07% | +21.8% |
| PHYS | SPROTT PHYSICAL GOLD TRUSTcef | $189,000 | -5.0% | 21,700 | 0.0% | 0.07% | +3.1% | |
| EWJ | Sell | ISHARES MSCI JAPAN ETFetf | $161,000 | -42.5% | 13,277 | -45.9% | 0.06% | -36.0% |
| ACAS | Sell | AMERICAN CAP LTD COMcef | $148,000 | -5.1% | 10,739 | -16.1% | 0.05% | +4.0% |
| ICLN | New | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $123,000 | – | 12,528 | +100.0% | 0.04% | – |
| OILNF | Sell | IPATH S&P GSCI CRUDE OIL TOTAL RETURN INDEX ETNetf | $66,000 | -52.2% | 10,654 | -34.5% | 0.02% | -47.7% |
| EWU | Exit | ISHARES MSCI UNITED KINGDOM ETFetf | $0 | – | -11,131 | -100.0% | -0.06% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC COMstock | $0 | – | -6,702 | -100.0% | -0.07% | – |
| GLD | Exit | SPDR GOLD ETFetf | $0 | – | -2,203 | -100.0% | -0.08% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | -6,856 | -100.0% | -0.09% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP COMstock | $0 | – | -49,000 | -100.0% | -0.12% | – |
| ABT | Exit | ABBOTT LABS COMstock | $0 | – | -9,300 | -100.0% | -0.12% | – |
| SLB | Exit | SCHLUMBERGER LTD COMstock | $0 | – | -6,476 | -100.0% | -0.14% | – |
| VTR | Exit | VENTAS INC COMreit | $0 | – | -8,046 | -100.0% | -0.14% | – |
| ILF | Exit | ISHARES LATIN AMERICA 40 ETFetf | $0 | – | -22,928 | -100.0% | -0.16% | – |
| EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -12,300 | -100.0% | -0.17% | – |
| ABBV | Exit | ABBVIE INC COMstock | $0 | – | -10,211 | -100.0% | -0.18% | – |
| KO | Exit | COCA COLA CO COMstock | $0 | – | -13,900 | -100.0% | -0.18% | – |
| SYY | Exit | SYSCO CORP COMstock | $0 | – | -14,400 | -100.0% | -0.18% | – |
| NEE | Exit | NEXTERA ENERGY INC COMstock | $0 | – | -5,900 | -100.0% | -0.18% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -11,665 | -100.0% | -0.20% | – |
| JNJ | Exit | JOHNSON & JOHNSON COMstock | $0 | – | -6,821 | -100.0% | -0.20% | – |
| PCAR | Exit | PACCAR INC COMstock | $0 | – | -12,400 | -100.0% | -0.21% | – |
| OMC | Exit | OMNICOM GROUP INC COMstock | $0 | – | -10,000 | -100.0% | -0.21% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L P COMmlp | $0 | – | -27,400 | -100.0% | -0.22% | – |
| BDX | Exit | BECTON DICKINSON & CO COMstock | $0 | – | -5,200 | -100.0% | -0.22% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING INC COMstock | $0 | – | -8,600 | -100.0% | -0.22% | – |
| CAG | Exit | CONAGRA FOODS INC COMstock | $0 | – | -17,100 | -100.0% | -0.22% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP COMstock | $0 | – | -7,838 | -100.0% | -0.22% | – |
| JCI | Exit | JOHNSON CTLS INC COMstock | $0 | – | -17,220 | -100.0% | -0.23% | – |
| NVS | Exit | NOVARTIS AG ADRadr | $0 | – | -7,787 | -100.0% | -0.23% | – |
| GILD | Exit | GILEAD SCIENCES INC COMstock | $0 | – | -7,500 | -100.0% | -0.24% | – |
| APD | Exit | AIR PRODS & CHEMS INC COMstock | $0 | – | -5,865 | -100.0% | -0.24% | – |
| EWZ | Exit | ISHARES MSCI BRAZIL CAPPED ETFetf | $0 | – | -37,617 | -100.0% | -0.26% | – |
| Exit | ALPHABET INC CAP STK CL Cstock | $0 | – | -1,365 | -100.0% | -0.26% | – | |
| VFC | Exit | V F CORP COMstock | $0 | – | -12,604 | -100.0% | -0.28% | – |
| DIS | Exit | DISNEY WALT CO COM DISNEYstock | $0 | – | -8,662 | -100.0% | -0.28% | – |
| MMM | Exit | 3M CO COMstock | $0 | – | -6,309 | -100.0% | -0.29% | – |
| BLK | Exit | BLACKROCK INC COMstock | $0 | – | -3,025 | -100.0% | -0.29% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS COMstock | $0 | – | -6,268 | -100.0% | -0.29% | – |
| Exit | ALPHABET INC CAP STK CL Astock | $0 | – | -1,456 | -100.0% | -0.30% | – | |
| JPM | Exit | JPMORGAN CHASE & CO COMstock | $0 | – | -17,324 | -100.0% | -0.34% | – |
| VZ | Exit | VERIZON COMMUNICATIONSstock | $0 | – | -24,665 | -100.0% | -0.34% | – |
| F | Exit | FORD MTR CO DEL COM PAR $0.01stock | $0 | – | -84,822 | -100.0% | -0.37% | – |
| CB | Exit | CHUBB CORP COMstock | $0 | – | -9,840 | -100.0% | -0.39% | – |
| WIP | Exit | SPDR DB INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFetf | $0 | – | -27,845 | -100.0% | -0.46% | – |
| EPP | Exit | ISHARES MSCI PACIFIC EX JAPAN ETFetf | $0 | – | -50,475 | -100.0% | -0.59% | – |
| IJR | Exit | ISHARES S&P SMALL-CAP FUNDetf | $0 | – | -26,899 | -100.0% | -0.92% | – |
| IJH | Exit | ISHARES CORE S&P MID CAP ETFetf | $0 | – | -22,269 | -100.0% | -0.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD US GROWTH INDEX ETF | 38 | Q3 2023 | 16.8% |
| VANGUARD VALUE INDEX FUND | 38 | Q3 2023 | 17.2% |
| VANGUARD INTL EQUITY INDEX F | 38 | Q3 2023 | 8.0% |
| VANGUARD PACIFIC STOCK | 38 | Q3 2023 | 6.2% |
| VANGUARD INTL EQUITY INDEX F | 38 | Q3 2023 | 5.6% |
| VANGUARD US SMALL CAP INDEX ETF | 38 | Q3 2023 | 4.3% |
| VANGUARD US REAL ESTATE INDEX ETF | 38 | Q3 2023 | 3.8% |
| MICROSOFT CORPORATION | 38 | Q3 2023 | 3.9% |
| VANGUARD TAX-MANAGED INTL FD | 38 | Q3 2023 | 3.3% |
| NVIDIA CORP | 38 | Q3 2023 | 2.8% |
View Garde Capital, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-21 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-08-29 |
| 13F-HR | 2023-05-25 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2022-12-01 |
| 13F-HR | 2022-08-23 |
| 13F-HR | 2022-05-27 |
| 13F-HR | 2022-02-25 |
| 13F-HR | 2021-11-17 |
View Garde Capital, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.