test

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
VTVVanguard Us Value Index Etf
Recent Activity
Increased 0.25%
12.27%
$186.537M
1.069M shares@ $174.58 avg price
VGKVanguard Ftse Europe Index Etf
Recent Activity
Increased 0.39%
5.1%
$77.568M
1.091M shares@ $71.11 avg price
VPLVanguard Ftse Pacific Index Etf
Recent Activity
Increased 0.12%
3.52%
$53.489M
682,350 shares@ $78.39 avg price
VTSAXVanguard Total Stock Mkt Idx Adm
Recent Activity
Increased 55.44%
1.85%
$28.021M
203,256 shares@ $137.87 avg price
VIGAXVanguard Growth Index Admiral
Recent Activity
Increased 32.58%
1.56%
$23.682M
119,781 shares@ $197.72 avg price
ESGVVanguard Esg Us Stock Etf
Recent Activity
Increased 6.6%
1.43%
$21.608M
212,570 shares@ $101.66 avg price
VVIAXVanguard Value Index Adm
Recent Activity
Increased 1.93%
0.86%
$13.031M
191,271 shares@ $68.13 avg price
VTMGXVanguard Developed Markets Index Admiral
Recent Activity
Increased 7.58%
0.8%
$12.153M
716,174 shares@ $16.97 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Increased 1.23%
0.59%
$8.863M
53,440 shares@ $165.85 avg price
VSGXVanguard Esg International Stock Etf
Recent Activity
Increased 6.03%
0.54%
$8.201M
133,335 shares@ $61.51 avg price