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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
VTSAXVanguard Total Stock Mkt Idx Adm
Recent Activity
Increased 55.44%
1.85%
$28.021M
203,256 shares@ $137.87 avg price
VWOVanguard Ftse Emerging Markets Index Etf
Recent Activity
Decreased -4.2%
1.84%
$27.985M
584,856 shares@ $47.85 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -0.77%
1.83%
$27.809M
526,592 shares@ $52.81 avg price
AAPLApple Inc
Recent Activity
Decreased -1.62%
1.7%
$25.842M
110,910 shares@ $233.0 avg price
SCHGSchwab Us Large-cap Growth Etf
Recent Activity
Decreased -2.2%
1.65%
$25.067M
240,613 shares@ $104.18 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
IUSVIshares Core S&p U.s. Value Etf
Recent Activity
Decreased -1.19%
1.41%
$21.429M
224,411 shares@ $95.49 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -2.87%
1.37%
$20.811M
111,690 shares@ $186.33 avg price
QQQInvesco Qqq Trust
Recent Activity
Decreased -4.37%
1.29%
$19.531M
40,016 shares@ $488.08 avg price