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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
ETHEGrayscale Ethereum Trust (eth)
Recent Activity
Exited
0%
$114,000
3,629 shares@ $31.42 avg price
SMHVaneck Semiconductor Etf
Recent Activity
Exited
0%
$103,000
394 shares@ $261.43 avg price
AEPFXAmerican Funds Europacific Growth F2
Recent Activity
Exited
0%
$103,000
1,813 shares@ $56.82 avg price