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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
EETHProshares Ether Strategy Etf
Recent Activity
Exited
0%
$936,000
13,271 shares@ $70.53 avg price
IYJIshares U.s. Industrials Etf
Recent Activity
Exited
0%
$305,000
2,553 shares@ $119.47 avg price
DIASpdr Dow Jones Industrial Average
Recent Activity
Exited
0%
$282,000
721 shares@ $391.13 avg price
GROVGrove Collaborative Holdngs Cl A Ord
Recent Activity
Exited
0%
$213,000
120,337 shares@ $1.78 avg price
DLRDigital Realty Trust Inc
Recent Activity
Exited
0%
$197,000
1,294 shares@ $152.25 avg price
MDYSpdr S&p Midcap 400 Etf
Recent Activity
Exited
0%
$194,000
362 shares@ $535.92 avg price
XLFFinancial Select Sector S
Recent Activity
Exited
0%
$161,000
3,911 shares@ $41.17 avg price
SCHWCharles Schwab Corp
Recent Activity
Exited
0%
$132,000
1,788 shares@ $73.83 avg price
IYYIshares Dow Jones Us Etf
Recent Activity
Exited
0%
$123,000
930 shares@ $132.26 avg price
MAMastercard Inc A
Recent Activity
Exited
0%
$115,000
261 shares@ $440.62 avg price