$1.17 Million is the total value of Garde Capital, Inc.'s 256 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Fidelity Contrafundequities | $705 | – | 47,302 | +100.0% | 0.06% | – | |
| IVW | New | iShares S&P 500 Growthequities | $637 | – | 9,304 | +100.0% | 0.05% | – |
| IJH | New | iShares Core S&P Mid-Capequities | $298 | – | 1,194 | +100.0% | 0.02% | – |
| New | Ishares Msci Eafe Intl Idx Kequities | $160 | – | 11,308 | +100.0% | 0.01% | – | |
| New | State Street Hedged Intl Dev Eq Idx Kequities | $154 | – | 1,436 | +100.0% | 0.01% | – | |
| New | Vanguard Global Equityequities | $119 | – | 4,087 | +100.0% | 0.01% | – | |
| KBE | New | SPDR S&P Bank ETFequities | $101 | – | 2,750 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-17
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.