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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
ZZillow Group Inc
Recent Activity
Decreased -7.41%
1.21%
$18.341M
287,251 shares@ $63.86 avg price
IEURIshares Core Msci Europe Etf
Recent Activity
Decreased -2%
1.11%
$16.849M
276,531 shares@ $60.93 avg price
SCHVSchwab Us Large-cap Value Etf
Recent Activity
Decreased -4.3%
1.09%
$16.581M
206,305 shares@ $80.38 avg price
SCHFSchwab International Equity Etf
Recent Activity
Decreased -5.7%
1.08%
$16.319M
396,852 shares@ $41.13 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
0.98%
$14.78M
74,625 shares@ $198.06 avg price
VVIAXVanguard Value Index Adm
Recent Activity
Increased 1.93%
0.86%
$13.031M
191,271 shares@ $68.13 avg price
VBRVanguard Small-cap Value Etf
Recent Activity
Decreased -1.99%
0.83%
$12.548M
62,495 shares@ $200.79 avg price
VTMGXVanguard Developed Markets Index Admiral
Recent Activity
Increased 7.58%
0.8%
$12.153M
716,174 shares@ $16.97 avg price
VBKVanguard Small-cap Growth Etf
Recent Activity
Decreased -1.5%
0.8%
$12.034M
45,010 shares@ $267.37 avg price
VFIAXVanguard 500 Index Admiral
Recent Activity
Decreased -0.9%
0.71%
$10.796M
20,304 shares@ $531.72 avg price