Garde Capital, Inc.
CIK Number: 0001616328
1.78B
Market Value
235
# of Holdings
7 months
Avg. Holding Period
41.39%
Win Rate
21.33%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 423.26 | +1.18% | 477.68K | -1.4% | 196.06M | 141.77 | 12.93% |
| 2 | VTV | Vanguard Value ... | 174.03 | +0.37% | 1.08M | +0.63% | 182.04M | 108.85 | 12.01% |
| 3 | VV | Vanguard Large ... | 277.77 | +0.86% | 431.57K | -0.02% | 116.39M | 200.38 | 7.68% |
| 4 | VTI | Vanguard Total ... | 296.15 | +0.88% | 251.94K | +0.07% | 73.01M | 210.96 | 4.82% |
| 5 | VGK | Vanguard Europe... | 77.47 | +0.32% | 1.05M | -3.81% | 66.61M | 57.83 | 4.39% |
| 6 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 112.87K | -2.14% | 47.58M | 153.04 | 3.14% |
| 7 | VPL | Vanguard Pacifi... | 80.39 | +0.56% | 650.35K | -4.69% | 46.2M | 67.29 | 3.05% |
| 8 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 77.9K | -0.01% | 41.97M | 401.73 | 2.77% |
| 9 | VB | Vanguard Small ... | 232.08 | +1.04% | 171.82K | -2.12% | 41.28M | 159.99 | 2.72% |
| 10 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 351.25K | -0.3% | 31.29M | 85.39 | 2.06% |
| 11 | AAPL | Apple Inc. | 198.10 | +0.84% | 111.82K | +0.82% | 28M | 79.05 | 1.85% |
| 12 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 954.09K | +296.52% | 26.59M | 13.1 | 1.75% |
| 13 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 111.83K | +0.12% | 24.53M | 93.54 | 1.62% |
| 14 | VEA | Vanguard Develo... | 56.41 | +0.44% | 497.32K | -5.56% | 23.78M | 44 | 1.57% |
| 15 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 539.76K | -7.71% | 23.77M | 40.37 | 1.57% |
| 16 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 215.95K | +1.59% | 22.65M | 76.9 | 1.49% |
| 17 | Z | Zillow Group, I... | 70.90 | +0.75% | 287.25K | 0.00% | 21.27M | 89.09 | 1.40% |
| 18 | IUSV | iShares Core S&... | 92.67 | +0.15% | 227.27K | +1.27% | 21.04M | 66.31 | 1.39% |
| 19 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 39.13K | -2.22% | 20M | 255.72 | 1.32% |
| 20 | SCHV | Schwab U.S. Lar... | 27.23 | +0.50% | 628.57K | +204.68% | 16.39M | 16.66 | 1.08% |
| 21 | IEUR | iShares Core MS... | 65.20 | -1.5% | 280.57K | +1.46% | 15.14M | 46.8 | 1.00% |
| 22 | SCHF | Schwab Internat... | 21.89 | +0.44% | 774.96K | +95.28% | 14.34M | 14.25 | 0.95% |
| 23 | VFIAX | Vanguard 500 In... | 552.96 | -1.11% | 26.38K | +29.90% | 14.31M | 398.52 | 0.94% |
| 24 | VIG | Vanguard Divide... | 200.94 | +0.24% | 67.13K | -10.04% | 13.15M | 161.99 | 0.87% |
| 25 | VBR | Vanguard Small ... | 191.26 | +0.97% | 61.07K | -2.28% | 12.1M | 141.39 | 0.80% |
| 26 | VBK | Vanguard Small ... | 270.49 | +1.12% | 42.7K | -5.13% | 11.96M | 184.42 | 0.79% |
| 27 | VTMGX | Vanguard Develo... | 18.03 | -1.37% | 739.19K | +3.21% | 11.35M | 13.8 | 0.75% |
| 28 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 52.5K | -1.76% | 9.94M | 68 | 0.66% |
| 29 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 48.75K | +2.01% | 9.28M | 66.79 | 0.61% |
| 30 | IPAC | iShares Core MS... | 67.29 | -0.84% | 148.48K | -0.13% | 9.07M | 54.49 | 0.60% |
| 31 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 317.27K | -6.91% | 8.45M | 24.46 | 0.56% |
| 32 | IWB | iShares Russell... | 329.80 | +0.60% | 25.19K | -4.31% | 8.11M | 219.1 | 0.54% |
| 33 | ZG | Zillow Group, I... | 69.66 | +0.84% | 107.23K | -23.03% | 7.6M | 80.47 | 0.50% |
| 34 | IWF | iShares Russell... | 409.82 | +1.05% | 18.89K | -0.18% | 7.59M | 152.93 | 0.50% |
| 35 | VSGX | Vanguard ESG In... | 64.87 | +0.64% | 120.66K | -9.5% | 6.84M | 51.74 | 0.45% |
| 36 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 47.63K | -5.68% | 6.4M | 45.39 | 0.42% |
| 37 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 228.98K | +93.57% | 5.92M | 15.25 | 0.39% |
| 38 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 9.9K | -0.02% | 5.8M | 290.48 | 0.38% |
| 39 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 16.98K | -4.06% | 5.67M | 172.4 | 0.37% |
| 40 | VSMAX | Vanguard Small ... | 110.03 | -1.61% | 49.21K | -3.27% | 5.67M | 79.96 | 0.37% |
| 41 | IJR | iShares Core S&... | 106.86 | +0.53% | 48.03K | -0.48% | 5.53M | 101.39 | 0.36% |
| 42 | ICF | iShares Cohen &... | 61.31 | -0.57% | 90.05K | -2.85% | 5.43M | 59.42 | 0.36% |
| 43 | VOOV | Vanguard S&P 50... | 185.66 | +0.58% | 28.01K | 0.00% | 5.17M | 167.96 | 0.34% |
| 44 | SUSA | iShares MSCI US... | 123.51 | +0.73% | 37.5K | -29.81% | 4.56M | 87.13 | 0.30% |
| 45 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 10.93K | +28.62% | 4.41M | 152.88 | 0.29% |
| 46 | TMUS | T-Mobile US, In... | 230.63 | +1.15% | 19.39K | +1.38% | 4.28M | 134.26 | 0.28% |
| 47 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 9.12K | -1.8% | 4.14M | 213.15 | 0.27% |
| 48 | PTON | Peloton Interac... | 6.92 | -0.57% | 459.43K | +95.98% | 4M | 5.92 | 0.26% |
| 49 | ESGD | iShares ESG Awa... | 87.82 | -1.41% | 49.98K | -12.12% | 3.81M | 71.17 | 0.25% |
| 50 | COST | Costco Wholesal... | 984.10 | -0.62% | 4.08K | +3.24% | 3.74M | 314.54 | 0.25% |
| 51 | META | Meta Platforms,... | 701.33 | +2.70% | 6.32K | +13.44% | 3.7M | 411.24 | 0.24% |
| 52 | IVE | iShares S&P 500... | 191.30 | +0.20% | 18.1K | 0.00% | 3.45M | 160.13 | 0.23% |
| 53 | IUSG | iShares Core S&... | 145.09 | +0.91% | 24.41K | 0.00% | 3.4M | 88.7 | 0.22% |
| 54 | PLTR | Palantir Techno... | 141.39 | +2.90% | 40.81K | -0.62% | 3.09M | 16.06 | 0.20% |
| 55 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 12.38K | +11.30% | 2.87M | 100.93 | 0.19% |
| 56 | DFSI | Dimensional Int... | 39.12 | +0.38% | 80.02K | +0.93% | 2.63M | 34.17 | 0.17% |
| 57 | CMG | Chipotle Mexica... | 52.55 | +4.61% | 43.55K | 0.00% | 2.63M | 8.35 | 0.17% |
| 58 | VGT | Vanguard Inform... | 633.02 | +1.56% | 3.97K | +11.63% | 2.47M | 514.39 | 0.16% |
| 59 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 15.74K | -1.25% | 2.03M | 85.38 | 0.13% |
| 60 | VOOG | Vanguard S&P 50... | 383.30 | +1.12% | 5.54K | 0.00% | 2.03M | 270.79 | 0.13% |
| 61 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 5.36K | +6.67% | 1.94M | 139.48 | 0.13% |
| 62 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 9.41K | +50.67% | 1.86M | 181.31 | 0.12% |
| 63 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 78.6K | +200.88% | 1.82M | 10.72 | 0.12% |
| 64 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 36.54K | +40.38% | 1.81M | 37.99 | 0.12% |
| 65 | VONG | Vanguard Russel... | 105.52 | +1.06% | 16.66K | 0.00% | 1.72M | 55.12 | 0.11% |
| 66 | IWM | iShares Russell... | 210.52 | +0.78% | 7.33K | -0.58% | 1.62M | 162.25 | 0.11% |
| 67 | AXP | American Expres... | 293.96 | +2.14% | 4.99K | +3.06% | 1.48M | 93.23 | 0.10% |
| 68 | UBER | Uber Technologi... | 85.05 | +1.33% | 23.67K | -20.72% | 1.43M | 35.5 | 0.09% |
| 69 | IBIT | iShares Bitcoin... | 61.70 | +3.27% | 26.45K | +145.37% | 1.4M | 47.63 | 0.09% |
| 70 | IYR | iShares U.S. Re... | 94.54 | -0.55% | 14.93K | -1.02% | 1.39M | 74.65 | 0.09% |
| 71 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 8.83K | 0.00% | 1.36M | 63.79 | 0.09% |
| 72 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 14.66K | -23.59% | 1.34M | 70.73 | 0.09% |
| 73 | IWD | iShares Russell... | 190.16 | +0.17% | 7.09K | 0.00% | 1.31M | 109.76 | 0.09% |
| 74 | IEMG | iShares Core MS... | 58.66 | -0.09% | 25.13K | -0.19% | 1.31M | 46.44 | 0.09% |
| 75 | XLK | Technology Sele... | 242.79 | +1.51% | 5.41K | +1.96% | 1.26M | 93.18 | 0.08% |
| 76 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 7.34K | +0.41% | 1.22M | 88.96 | 0.08% |
| 77 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 5.03K | +38.67% | 1.21M | 157.17 | 0.08% |
| 78 | ESML | iShares ESG Awa... | 40.38 | +0.70% | 27.77K | -25.21% | 1.17M | 36.84 | 0.08% |
| 79 | EZU | iShares MSCI Eu... | 58.26 | -1.25% | 24.45K | +2.57% | 1.15M | 38.05 | 0.08% |
| 80 | EXPE | Expedia Group, ... | 164.72 | -0.55% | 6.11K | 0.00% | 1.14M | 124.98 | 0.08% |
| 81 | BA | The Boeing Comp... | 201.50 | +0.59% | 6.39K | +3.56% | 1.13M | 183.18 | 0.07% |
| 82 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.88K | 0.00% | 1.1M | 390.87 | 0.07% |
| 83 | DFUV | Dimensional US ... | 41.55 | +0.79% | 26.6K | 0.00% | 1.09M | 33.54 | 0.07% |
| 84 | HGTY | Hagerty, Inc. | 9.52 | +0.63% | 103.96K | +3.96% | 1M | 9.37 | 0.07% |
| 85 | SNOW | Snowflake Inc. | 209.04 | +0.41% | 6.29K | +3.93% | 971K | 157.45 | 0.06% |
| 86 | IVW | iShares S&P 500... | 106.17 | +1.01% | 9.3K | 0.00% | 945K | 68.42 | 0.06% |
| 87 | TXN | Texas Instrumen... | 199.09 | +2.10% | 4.95K | 0.00% | 927K | 119.24 | 0.06% |
| 88 | ABNB | Airbnb, Inc. | 137.04 | +1.11% | 7.04K | -3.32% | 926K | 148.92 | 0.06% |
| 89 | MCD | McDonald's Corp... | 295.94 | -1.98% | 3.1K | +18.79% | 900K | 195.58 | 0.06% |
| 90 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 15.46K | -1.86% | 887K | 54.95 | 0.06% |
| 91 | IWO | iShares Russell... | 278.10 | +1.14% | 3.01K | -1.25% | 865K | 155.72 | 0.06% |
| 92 | A | Agilent Technol... | 119.07 | +1.70% | 6.4K | 0.00% | 860K | 42.78 | 0.06% |
| 93 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 1.11K | +22.73% | 855K | 286.51 | 0.06% |
| 94 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 3.23K | -1.62% | 853K | 228.23 | 0.06% |
| 95 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 11.11K | -0.22% | 840K | 69.69 | 0.06% |
| 96 | V | Visa Inc. | 355.07 | +0.63% | 2.6K | +6.61% | 820K | 202.84 | 0.05% |
| 97 | AR | Antero Resource... | 42.00 | +0.82% | 23.36K | -15.25% | 819K | 3.73 | 0.05% |
| 98 | IEFA | iShares Core MS... | 81.91 | -1.35% | 11.29K | 0.00% | 793K | 69.6 | 0.05% |
| 99 | FNMA | Federal Nationa... | 10.01 | +4.02% | 235.59K | 0.00% | 773K | 1.68 | 0.05% |
| 100 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 866 | -24.1% | 772K | 538.58 | 0.05% |
| 101 | IWN | iShares Russell... | 154.01 | +0.36% | 4.63K | -3.8% | 760K | 111.69 | 0.05% |
| 102 | USMV | iShares MSCI US... | 92.66 | -0.38% | 8.35K | 0.00% | 741K | 78.03 | 0.05% |
| 103 | DOCU | DocuSign, Inc. | 75.59 | +2.07% | 8.14K | -2.98% | 732K | 55.42 | 0.05% |
| 104 | PG | The Procter & G... | 160.70 | +0.26% | 4.36K | -5.99% | 731K | 110.95 | 0.05% |
| 105 | PM | Philip Morris I... | 183.22 | -0.6% | 5.74K | +79.35% | 691K | 100.7 | 0.05% |
| 106 | ELV | Elevance Health... | 376.51 | -2.09% | 1.86K | 0.00% | 685K | 153.1 | 0.05% |
| 107 | UNP | Union Pacific C... | 224.53 | +0.52% | 2.98K | +30.70% | 680K | 138.02 | 0.04% |
| 108 | VYM | Vanguard High D... | 131.03 | +0.37% | 5.3K | 0.00% | 677K | 128.2 | 0.04% |
| 109 | NKE | NIKE, Inc. | 61.88 | +2.22% | 8.4K | +5.88% | 636K | 72.07 | 0.04% |
| 110 | RELY | Remitly Global,... | 19.51 | +0.83% | 27.91K | 0.00% | 630K | 12.07 | 0.04% |
| 111 | MRK | Merck & Co., In... | 80.88 | -1.02% | 6.06K | +1.41% | 603K | 105.59 | 0.04% |
| 112 | HD | The Home Depot,... | 353.06 | -0.45% | 1.52K | 0.00% | 592K | 293 | 0.04% |
| 113 | AMGN | Amgen Inc. | 295.12 | -0.03% | 2.24K | 0.00% | 583K | 187.12 | 0.04% |
| 114 | WDAY | Workday, Inc. | 245.28 | +0.30% | 2.25K | -28.04% | 579K | 196.41 | 0.04% |
| 115 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 5.08K | +26.88% | 547K | 57.94 | 0.04% |
| 116 | KEYS | Keysight Techno... | 161.89 | +2.34% | 3.36K | 0.00% | 540K | 31.92 | 0.04% |
| 117 | PI | Impinj, Inc. | 105.42 | +0.99% | 3.59K | -18.92% | 521K | 78.91 | 0.03% |
| 118 | BAC | Bank of America... | 44.36 | +0.61% | 11.48K | +24.65% | 505K | 33.96 | 0.03% |
| 119 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 1.15K | +100.00% | 491K | 425.5 | 0.03% |
| 120 | FDX | FedEx Corporati... | 226.24 | +0.83% | 1.74K | +6.09% | 490K | 183.4 | 0.03% |
| 121 | WMT | Walmart Inc. | 94.23 | -0.22% | 5.38K | +158.75% | 486K | 76.11 | 0.03% |
| 122 | USRT | iShares Core U.... | 56.76 | -0.79% | 8.47K | 0.00% | 486K | 47.3 | 0.03% |
| 123 | FTNT | Fortinet, Inc. | 101.82 | +0.98% | 5.03K | 0.00% | 475K | 66.42 | 0.03% |
| 124 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 3.01K | 0.00% | 458K | 149.51 | 0.03% |
| 125 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 19.97K | +206.58% | 453K | 10.98 | 0.03% |
| 126 | BOX | Box, Inc. | 35.73 | +0.46% | 14.13K | -10.78% | 447K | 21.39 | 0.03% |
| 127 | HPQ | HP Inc. | 24.48 | +2.68% | 13.7K | 0.00% | 447K | 12.7 | 0.03% |
| 128 | GBTC | Grayscale Bitco... | 85.51 | +3.24% | 6.01K | 0.00% | 445K | 17.94 | 0.03% |
| 129 | SCHH | Schwab U.S. REI... | 21.27 | -0.07% | 21.09K | -7.55% | 444K | 18.79 | 0.03% |
| 130 | ETHA | iShares Ethereu... | 20.07 | +4.86% | 16.61K | -26.43% | 420K | 19.67 | 0.03% |
| 131 | BP | BP p.l.c. | 31.15 | -1.8% | 13.57K | +1.50% | 401K | 22.04 | 0.03% |
| 132 | AKAM | Akamai Technolo... | 79.93 | +3.76% | 4.13K | -28.2% | 395K | 54.83 | 0.03% |
| 133 | ACWI | iShares MSCI AC... | 125.35 | -0.03% | 3.34K | 0.00% | 393K | 81.55 | 0.03% |
| 134 | VXF | Vanguard Extend... | 187.50 | +1.15% | 2K | 0.00% | 380K | 148.3 | 0.03% |
| 135 | VPCCX | Vanguard PRIMEC... | 35.11 | -1.01% | 11.35K | +2.38% | 379K | 27.84 | 0.03% |
| 136 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 1.53K | 0.00% | 370K | 146.84 | 0.02% |
| 137 | DBEF | Xtrackers MSCI ... | 45.10 | +0.52% | 8.7K | 0.00% | 360K | 36.98 | 0.02% |
| 138 | CPER | United States C... | 30.16 | +1.31% | 14.21K | +100.00% | 357K | 25.16 | 0.02% |
| 139 | VDE | Vanguard Energy... | 123.31 | -0.36% | 2.88K | 0.00% | 350K | 51.86 | 0.02% |
| 140 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 2.41K | +19.91% | 348K | 150.55 | 0.02% |
| 141 | SO | The Southern Co... | 88.83 | -1.68% | 4.17K | +100.00% | 344K | 82.32 | 0.02% |
| 142 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 2.13K | 0.00% | 340K | 118.83 | 0.02% |
| 143 | COPX | Global X Copper... | 43.50 | +1.42% | 8.84K | 0.00% | 338K | 30.99 | 0.02% |
| 144 | ESGE | iShares ESG Awa... | 38.24 | +0.31% | 10.02K | -49.27% | 335K | 35.94 | 0.02% |
| 145 | CVX | Chevron Corpora... | 146.06 | +0.10% | 2.28K | +235.24% | 331K | 139.11 | 0.02% |
| 146 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 616 | +17.11% | 312K | 453.76 | 0.02% |
| 147 | ACWV | iShares MSCI Gl... | 117.01 | -0.99% | 2.8K | 0.00% | 306K | 100.35 | 0.02% |
| 148 | CDNS | Cadence Design ... | 300.68 | +0.23% | 1.01K | 0.00% | 305K | 187.06 | 0.02% |
| 149 | ITOT | iShares Core S&... | 131.11 | +0.61% | 2.36K | 0.00% | 304K | 97.53 | 0.02% |
| 150 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 1.61K | +120.49% | 294K | 99.8 | 0.02% |