HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Vanguard US Value Index ETF (VTV) |
1,025,141 | +3,222 | $153,259 |
| VTV | 1,025,141 | +3,222 | $153,259 |
| Vanguard US Growth Index ETF (VUG) |
476,315 | -3,568 | $148,077 |
| VUG | 476,315 | -3,568 | $148,077 |
| Vanguard Large Cap ETF (VV) |
434,212 | -340 | $94,723 |
| VV | 434,212 | -340 | $94,723 |
 Vanguard Total Stock Market ETF (VTI) |
$83,658 | ||
| VTI | 290,137 | -277 | $68,826 |
| Equities | 127,899 | -74,388 | $14,832 |
| Vanguard FTSE Europe Index ETF (VGK) |
947,606 | -18,974 | $61,102 |
| VGK | 947,606 | -18,974 | $61,102 |
| Vanguard US Small Cap Index ETF (VB) |
214,125 | -33,978 | $45,679 |
| VB | 214,125 | -33,978 | $45,679 |
| Vanguard FTSE Pacific Index ETF (VPL) |
627,503 | -19,803 | $45,199 |
| VPL | 627,503 | -19,803 | $45,199 |
| Microsoft Corporation |
117,501 | -1,460 | $44,185 |
| MSFT | 117,501 | -1,460 | $44,185 |
| Vanguard 500 ETF (VOO) |
79,144 | -34,029 | $34,570 |
| VOO | 79,144 | -34,029 | $34,570 |
| Vanguard US Real Estate Index ETF (VNQ) |
352,482 | -4,930 | $31,145 |
| VNQ | 352,482 | -4,930 | $31,145 |
| Vanguard FTSE Emerging Markets Index ETF (VWO) |
654,399 | -49,386 | $26,896 |
| VWO | 654,399 | -49,386 | $26,896 |
| Vanguard FTSE Developed Markets ETF (VEA) |
542,392 | +241,185 | $25,981 |
| VEA | 542,392 | +241,185 | $25,981 |
| Apple Inc |
120,690 | +5,455 | $23,236 |
| AAPL | 120,690 | +5,455 | $23,236 |
| Schwab US Large Cap Growth ETF (SCHG) |
279,166 | -3,846 | $23,160 |
| SCHG | 279,166 | -3,846 | $23,160 |
| iShares Core S&P U.S. Value ETF (IUSV) |
231,168 | +13,958 | $19,494 |
| IUSV | 231,168 | +13,958 | $19,494 |
| Invesco QQQ Trust |
42,414 | +1,114 | $17,369 |
| QQQ | 42,414 | +1,114 | $17,369 |
| Schwab International Equity ETF (SCHF) |
462,827 | -8,624 | $17,106 |
| SCHF | 462,827 | -8,624 | $17,106 |
| Amazon.com Inc |
111,615 | +1,504 | $16,959 |
| AMZN | 111,615 | +1,504 | $16,959 |
| Schwab US Large Cap Value ETF (SCHV) |
235,320 | -8,068 | $16,496 |
| SCHV | 235,320 | -8,068 | $16,496 |
| iShares Core MSCI Europe ETF (IEUR) |
290,075 | +5,388 | $15,960 |
| IEUR | 290,075 | +5,388 | $15,960 |
| Vanguard Growth Index Admiral |
$13,549 | ||
| Equities | 84,678 | -6,282 | $13,549 |
| Vanguard Dividend Appreciation ETF (VIG) |
74,625 | UNCH | $12,716 |
| VIG | 74,625 | UNCH | $12,716 |
| Vanguard Small Cap Value ETF (VBR) |
68,017 | +31,725 | $12,241 |
| VBR | 68,017 | +31,725 | $12,241 |
| Schwab Emerging Markets Equity ETF (SCHE) |
492,470 | +132,430 | $12,208 |
| SCHE | 492,470 | +132,430 | $12,208 |
| Vanguard Small Cap Growth ETF (VBK) |
48,435 | +23,643 | $11,710 |
| VBK | 48,435 | +23,643 | $11,710 |
| Zillow Group Inc |
201,399 | -3,962 | $11,653 |
| Z | 201,399 | -3,962 | $11,653 |
| Vanguard ESG US Stock ETF (ESGV) |
135,196 | +37,548 | $11,500 |
| ESGV | 135,196 | +37,548 | $11,500 |
| Vanguard Value Index Adm |
$11,292 | ||
| Equities | 193,715 | -12,102 | $11,292 |
| iShares MSCI USA ESG Select ETF (SUSA) |
102,849 | -30,461 | $10,337 |
| SUSA | 102,849 | -30,461 | $10,337 |
| iShares Cohen & Steers REIT ETF (ICF) |
164,218 | +74,801 | $9,645 |
| ICF | 164,218 | +74,801 | $9,645 |
| Vanguard Developed Markets Index Admiral |
$9,409 | ||
| Equities | 610,981 | -36,369 | $9,409 |
| iShares Core MSCI Pacific ETF (IPAC) |
149,900 | +3,595 | $8,921 |
| IPAC | 149,900 | +3,595 | $8,921 |
| Vanguard 500 Index Admiral |
$8,603 | ||
| Equities | 19,553 | +159 | $8,603 |
| Alphabet Inc Class A |
56,770 | +677 | $7,930 |
| GOOGL | 56,770 | +677 | $7,930 |
| iShares Russell 1000 (IWB) |
26,460 | +4,066 | $6,939 |
| IWB | 26,460 | +4,066 | $6,939 |
| Schwab US Small Cap ETF (SCHA) |
146,751 | -3,673 | $6,933 |
| SCHA | 146,751 | -3,673 | $6,933 |
| Alphabet Inc Class C |
49,183 | +625 | $6,931 |
| GOOG | 49,183 | +625 | $6,931 |
| iShares Core S&P Small Ca (IJR) |
61,204 | +21,690 | $6,625 |
| IJR | 61,204 | +21,690 | $6,625 |
| iShares ESG MSCI Eafe ETF (ESGD) |
84,720 | -31,484 | $6,400 |
| ESGD | 84,720 | -31,484 | $6,400 |
| iShares Russell 1000 Growth (IWF) |
19,583 | -2,263 | $5,937 |
| IWF | 19,583 | -2,263 | $5,937 |
| Vanguard Small Cap Index Adm |
$5,897 | ||
| Equities | 57,064 | -2,568 | $5,897 |
| Vanguard ESG International Stock ETF (VSGX) |
96,126 | +24,653 | $5,314 |
| VSGX | 96,126 | +24,653 | $5,314 |
| Salesforce.com Inc |
19,653 | -993 | $5,171 |
| CRM | 19,653 | -993 | $5,171 |
| Vanguard S&P 500 Value ETF (VOOV) |
29,257 | +29,257 | $4,914 |
| VOOV | 29,257 | +29,257 | $4,914 |
| SPDR S&P 500 ETF (SPY) |
10,046 | -117 | $4,775 |
| SPY | 10,046 | -117 | $4,775 |
| Starbucks Corp |
39,023 | -787 | $3,747 |
| SBUX | 39,023 | -787 | $3,747 |
| T Mobile US Inc |
22,226 | -788 | $3,563 |
| TMUS | 22,226 | -788 | $3,563 |
| Tesla Motors Inc |
14,048 | +64 | $3,491 |
| TSLA | 14,048 | +64 | $3,491 |
| Zillow Group Inc |
59,472 | -83 | $3,373 |
| ZG | 59,472 | -83 | $3,373 |
| iShares S&P 500 Value (IVE) |
18,692 | +595 | $3,250 |
| IVE | 18,692 | +595 | $3,250 |
See Full List: All Stocks Held By Garde Capital Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Garde Capital Inc.
|
Size ($ in 1000's)
At 12/31/2023: $1,310,666 At 09/30/2023: $1,174,034 Garde Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Garde Capital Inc. 13F filings. Link to 13F filings: SEC filings |
