$822 Million is the total value of Garde Capital, Inc.'s 264 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VYM | New | Vanguard High Dividend Yield ETFequities | $542,000 | – | 5,334 | +100.0% | 0.07% | – |
IPOD | New | Social Capital Hedosophia Holdings Corp IVequities | $509,000 | – | 51,241 | +100.0% | 0.06% | – |
SCHW | New | CHARLES SCHWAB CORPequities | $472,000 | – | 7,470 | +100.0% | 0.06% | – |
New | British Pound Currencyalternatives | $373,000 | – | 306,228 | +100.0% | 0.04% | – | |
IPOF | New | Social Capital Hedosophia Holdings Corp VIequities | $330,000 | – | 33,251 | +100.0% | 0.04% | – |
SPDW | New | SPDR Portfolio Developed Wld ex-US ETFequities | $289,000 | – | 10,009 | +100.0% | 0.04% | – |
New | Fidelity 500 Indexequities | $259,000 | – | 1,962 | +100.0% | 0.03% | – | |
IGT | New | International Game Technology PLCequities | $256,000 | – | 13,800 | +100.0% | 0.03% | – |
ESTC | New | Elastic NVequities | $119,000 | – | 1,761 | +100.0% | 0.01% | – |
CL | New | Colgate Palmolive Coequities | $104,000 | – | 1,300 | +100.0% | 0.01% | – |
RY | New | Royal Bank Of Canadaequities | $107,000 | – | 1,107 | +100.0% | 0.01% | – |
TT | New | Trane Technologies PLC Class Aequities | $108,000 | – | 835 | +100.0% | 0.01% | – |
New | Vanguard Funds Plc Ftse North America Ucits Etf Usequities | $104,000 | – | 1,132 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-23
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.