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Garde Capital, Inc. Top Holdings and 13F Report (2025)

About Garde Capital, Inc.

Investment Activity

  • Garde Capital, Inc. has $1.52 million in total holdings as of December 31, 2024.
  • Garde Capital, Inc. owns shares of 278 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 4.23% of the portfolio was purchased this quarter.
  • About 2.13% of the portfolio was sold this quarter.
  • This quarter, Garde Capital, Inc. has purchased 265 new stocks and bought additional shares in 90 stocks.
  • Garde Capital, Inc. sold shares of 77 stocks and completely divested from 11 stocks this quarter.

Largest New Holdings this Quarter

Hennessy Cornerstone Mid Cap 30 Inv
$569 Holding
Southern
$344 Holding
Dodge & Cox International Stock
$294 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
713,477 shares (about $19.88K)
Schwab U.S. Large-Cap Value ETF
422,266 shares (about $11.01K)
Schwab International Equity ETF
378,110 shares (about $7.00K)
Vanguard 500 Index Admiral
6,071 shares (about $3.30K)
Schwab US Small-Cap ETF
110,685 shares (about $2.86K)

Largest Sales this Quarter

Vanguard Growth Index Admiral
13,321 shares (about $2.81K)
Vanguard Growth ETF
6,796 shares (about $2.79K)
Vanguard FTSE Europe ETF
41,522 shares (about $2.64K)
Zillow Group
32,084 shares (about $2.27K)
Vanguard FTSE Pacific ETF
31,997 shares (about $2.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGarde Capital, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$196,057$2,789 -1.4%477,67612.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$182,036$1,131 0.6%1,075,22812.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$116,395$23 0.0%431,5717.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$73,014$52 0.1%251,9364.8%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$66,608$2,635 -3.8%1,049,4464.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$47,576$1,043 -2.1%112,8743.1%Computer and Technology
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$46,201$2,273 -4.7%650,3533.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$41,973$6 0.0%77,8992.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$41,285$893 -2.1%171,8202.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$31,289$96 -0.3%351,2512.1%ETF
Vanguard Total Stock Mkt Idx Adm
$28,765$100 0.3%203,9661.9%Equities
Apple Inc. stock logo
AAPL
Apple
$28,001$227 0.8%111,8181.8%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$26,590$19,884 296.5%954,0901.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$24,534$30 0.1%111,8261.6%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$23,782$1,400 -5.6%497,3241.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$23,771$1,986 -7.7%539,7561.6%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$22,651$355 1.6%215,9501.5%ETF
Vanguard Growth Index Admiral
$22,486$2,814 -11.1%106,4601.5%Equities
Zillow Group, Inc. stock logo
Z
Zillow Group
$21,2710.0%287,2511.4%Finance
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$21,043$265 1.3%227,2691.4%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$20,003$454 -2.2%39,1271.3%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$16,387$11,009 204.7%628,5711.1%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$15,145$218 1.5%280,5731.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$14,337$6,995 95.3%774,9620.9%ETF
Vanguard 500 Index Admiral
$14,315$3,295 29.9%26,3750.9%Equities
Vanguard Value Index Adm
$13,267$635 5.0%200,8910.9%Equities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,147$1,467 -10.0%67,1340.9%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$12,103$282 -2.3%61,0720.8%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$11,959$647 -5.1%42,7010.8%ETF
Vanguard Developed Markets Index Admiral
$11,354$354 3.2%739,1920.7%Equities
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,938$178 -1.8%52,5010.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$9,284$183 2.0%48,7520.6%Computer and Technology
iShares Core MSCI Pacific ETF stock logo
IPAC
iShares Core MSCI Pacific ETF
$9,072$12 -0.1%148,4800.6%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$8,449$628 -6.9%317,2700.6%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,114$366 -4.3%25,1870.5%ETF
Zillow Group, Inc. stock logo
ZG
Zillow Group
$7,598$2,273 -23.0%107,2340.5%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,587$14 -0.2%18,8940.5%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$6,842$718 -9.5%120,6640.5%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,396$385 -5.7%47,6270.4%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,921$2,862 93.6%228,9810.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,801$1 0.0%9,8980.4%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$5,675$240 -4.1%16,9750.4%Computer and Technology
Vanguard Small Cap Index Adm
$5,667$192 -3.3%49,2090.4%Equities
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,534$27 -0.5%48,0340.4%ETF
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$5,426$159 -2.9%90,0470.4%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$5,1690.0%28,0130.3%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$4,559$1,936 -29.8%37,4970.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,412$982 28.6%10,9260.3%Auto/Tires/Trucks
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$4,280$58 1.4%19,3890.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,136$76 -1.8%9,1240.3%Finance
Peloton Interactive, Inc. stock logo
PTON
Peloton Interactive
$3,997$1,957 96.0%459,4270.3%Consumer Discretionary
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$3,805$525 -12.1%49,9760.3%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,740$117 3.2%4,0820.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,701$439 13.4%6,3200.2%Computer and Technology
DFA US Core Equity 1 I
$3,576$17 -0.5%82,6890.2%Equities
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$3,4540.0%18,0970.2%ETF
DFA US Sustainability Core 2
$3,428$41 1.2%75,1500.2%Equities
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$3,4010.0%24,4050.2%Manufacturing
Palantir Technologies Inc Ordinary Shares - Class
$3,086$19 -0.6%40,8090.2%Equities
Broadcom Inc. stock logo
AVGO
Broadcom
$2,869$291 11.3%12,3770.2%Computer and Technology
DFSI
Dimensional International Sustainability Core 1 ETF
$2,629$24 0.9%80,0190.2%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,6260.0%43,5500.2%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,470$257 11.6%3,9730.2%ETF
Vanguard Emerging Mkts Stock Idx Adm
$2,339$41 1.8%63,6060.2%Equities
Vanguard FTSE Social Index Admiral
$2,207$3 0.1%39,1260.1%Equities
DFA Intl Sustainability Core 2
$2,126$14 0.7%170,3860.1%Equities
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,027$26 -1.3%15,7360.1%Manufacturing
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$2,0270.0%5,5380.1%ETF
DFA US Large Cap Equity Institutional
$2,0080.0%62,0880.1%Equities
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,943$122 6.7%5,3560.1%Industrial Products
DFA International Core Equity I
$1,867$85 4.8%121,1050.1%Equities
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,859$625 50.7%9,4110.1%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,822$1,216 200.9%78,5990.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,809$520 40.4%36,5400.1%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,7210.0%16,6630.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,620$10 -0.6%7,3310.1%Finance
Vanguard Real Estate Index Admiral
$1,515$31 -2.0%11,9930.1%Real Estate
American Express stock logo
AXP
American Express
$1,480$44 3.1%4,9860.1%Finance
Schwab Total Stock Market Index
$1,459$1 0.0%14,7240.1%Equities
Vanguard Total World Stock Index Admiral
$1,450$19 1.4%34,8600.1%Equities
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,428$373 -20.7%23,6670.1%Computer and Technology
iShares Bitcoin Trust ETF
$1,403$831 145.4%26,4510.1%Alternatives
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,390$14 -1.0%14,9330.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,3560.0%8,8260.1%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$1,338$413 -23.6%14,6590.1%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,3130.0%7,0950.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,312$3 -0.2%25,1250.1%ETF
Dodge & Cox Stock
$1,262$1,116 762.6%4,9080.1%Equities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,258$24 2.0%5,4100.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,224$5 0.4%7,3450.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,205$336 38.7%5,0280.1%Finance
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$1,168$394 -25.2%27,7690.1%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$1,154$29 2.6%24,4530.1%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,1390.0%6,1120.1%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$1,132$39 3.6%6,3950.1%Aerospace
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,1050.0%1,8760.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,0880.0%26,5980.1%ETF
Hagerty, Inc. stock logo
HGTY
Hagerty
$1,003$38 4.0%103,9600.1%Retail/Wholesale
Snowflake Inc. stock logo
SNOW
Snowflake
$971$37 3.9%6,2880.1%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$9450.0%9,3040.1%ETF

Showing largest 100 holdings. View all holdings.
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