$833 Thousand is the total value of Garde Capital, Inc.'s 254 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONG | New | Vanguard Russell 1000 Growth ETFequities | $932 | – | 16,906 | +100.0% | 0.11% | – |
| IUSG | New | Ishares Core U S Growth Etfequities | $754 | – | 9,245 | +100.0% | 0.09% | – |
| DOCU | New | Docusign INCequities | $606 | – | 10,940 | +100.0% | 0.07% | – |
| WDAY | New | Workday Incequities | $529 | – | 3,162 | +100.0% | 0.06% | – |
| VONV | New | Vanguard Russell 1000 Value ETFequities | $245 | – | 3,674 | +100.0% | 0.03% | – |
| ITA | New | iShares US Aerospace & Defense ETFequities | $138 | – | 1,234 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTERNATIONAL Iequities | $137 | – | 638 | +100.0% | 0.02% | – |
| BIVI | New | BioVie Incequities | $133 | – | 17,163 | +100.0% | 0.02% | – |
| CCI | New | Crown Castle Intl Corpreal estate | $130 | – | 955 | +100.0% | 0.02% | – |
| New | Goldman Sachs US Eq Div and Prem Instlequities | $124 | – | 9,474 | +100.0% | 0.02% | – | |
| AVGO | New | Broadcom Inc Comequities | $127 | – | 227 | +100.0% | 0.02% | – |
| VOO | New | Vanguard 500 ETFequities | $116 | – | 329 | +100.0% | 0.01% | – |
| WM | New | Waste Management Incequities | $117 | – | 746 | +100.0% | 0.01% | – |
| AM | New | Antero Midstream Corpequities | $109 | – | 10,091 | +100.0% | 0.01% | – |
| XLV | New | Select Sector Spdr Trust The Health Care Select Seequities | $105 | – | 770 | +100.0% | 0.01% | – |
| SQ | New | Square Incequities | $109 | – | 1,739 | +100.0% | 0.01% | – |
| VYMI | New | Vanguard Intl Hi Div Yld Idx ETFequities | $109 | – | 1,831 | +100.0% | 0.01% | – |
| New | Fidelity Total International Indexequities | $101 | – | 8,584 | +100.0% | 0.01% | – | |
| RY | New | Royal Bank Of Canadaequities | $104 | – | 1,107 | +100.0% | 0.01% | – |
| USB | New | US Bancorpequities | $103 | – | 2,359 | +100.0% | 0.01% | – |
| PLD | New | Prologis Increal estate | $102 | – | 902 | +100.0% | 0.01% | – |
| CL | New | Colgate-Palmolive Coequities | $102 | – | 1,300 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD US GROWTH INDEX ETF | 41 | Q2 2024 | 16.8% |
| VANGUARD VALUE INDEX FUND | 41 | Q2 2024 | 17.2% |
| VANGUARD INTL EQUITY INDEX F | 41 | Q2 2024 | 8.0% |
| VANGUARD PACIFIC STOCK | 41 | Q2 2024 | 6.2% |
| VANGUARD INTL EQUITY INDEX F | 41 | Q2 2024 | 5.6% |
| VANGUARD US SMALL CAP INDEX ETF | 41 | Q2 2024 | 4.3% |
| VANGUARD US REAL ESTATE INDEX ETF | 41 | Q2 2024 | 3.8% |
| MICROSOFT CORPORATION | 41 | Q2 2024 | 3.9% |
| VANGUARD TAX-MANAGED INTL FD | 41 | Q2 2024 | 3.3% |
| NVIDIA CORP | 41 | Q2 2024 | 2.8% |
View Garde Capital, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-19 |
| 13F-HR | 2024-05-29 |
| 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 |
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.