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Scott Severs

@Garde Capital, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.521BTotal holdings265
Assets growth rate5.66%Assets growth rate (2-Q avg)3.16%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Garde Capital, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Garde Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.521B in assets, with a quarterly growth rate of 5.66% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by Scott Severs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTWAXVanguard Total World Stock Index Admiral
Recent Activity
New Position
0.1%
$1.459M
34,394 shares@ $42.43 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
New Position
0.05%
$680,000
5,305 shares@ $128.19 avg price
VEXAXVanguard Extended Market Index Admiral
Recent Activity
New Position
0.04%
$571,000
4,136 shares@ $138.06 avg price
ETHAIshares Ethereum Trust Etf
Recent Activity
New Position
0.03%
$444,000
22,575 shares@ $19.67 avg price
CEGConstellation Energy Ord
Recent Activity
New Position
0.02%
$207,000
796 shares@ $260.06 avg price
FINSXFidelity Advisor New Insights Instl
Recent Activity
New Position
0.02%
$197,000
4,490 shares@ $43.88 avg price
FATIXFidelity Advisor Technology I
Recent Activity
New Position
0.01%
$136,000
1,009 shares@ $134.79 avg price
BABAAlibaba Group Holding Ltd
Recent Activity
New Position
0.01%
$124,000
1,166 shares@ $106.35 avg price
SMGIXColumbia Contrarian Core Z
Recent Activity
New Position
0.01%
$122,000
3,230 shares@ $37.78 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.01%
$120,000
444 shares@ $270.28 avg price