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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
VFIAXVanguard 500 Index Admiral
Recent Activity
Decreased -0.9%
0.71%
$10.796M
20,304 shares@ $531.72 avg price
SCHESchwab Emerging Markets Equity Etf
Recent Activity
Decreased -8.73%
0.66%
$9.946M
340,834 shares@ $29.19 avg price
IPACIshares Core Msci Pacific Etf
Recent Activity
Decreased -1.71%
0.66%
$9.901M
148,679 shares@ $66.6 avg price
ZGZillow Group Inc
Recent Activity
Decreased -0.34%
0.57%
$8.628M
139,318 shares@ $61.94 avg price
IWBIshares Russell 1000
Recent Activity
Decreased -0.26%
0.55%
$8.275M
26,322 shares@ $314.38 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -0.29%
0.53%
$7.99M
47,792 shares@ $167.19 avg price
IWFIshares Russell 1000 Growth
Recent Activity
Decreased -0.65%
0.47%
$7.105M
18,928 shares@ $375.37 avg price
SUSAIshares Msci Usa Esg Select Etf
Recent Activity
Decreased -0.49%
0.43%
$6.43M
53,421 shares@ $120.37 avg price
NVDANvidia Corp
Recent Activity
Decreased -12.59%
0.41%
$6.132M
50,494 shares@ $121.45 avg price
ICFIshares Cohen & Steers Reit Etf
Recent Activity
Decreased -7.33%
0.41%
$6.109M
92,692 shares@ $65.91 avg price