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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
VTVVanguard Us Value Index Etf
Recent Activity
Increased 0.25%
12.27%
$186.537M
1.069M shares@ $174.58 avg price
VUGVanguard Us Growth Index Etf
Recent Activity
Decreased -0.79%
12.23%
$186.003M
484,472 shares@ $383.93 avg price
VVVanguard Large-cap Etf
Recent Activity
Decreased -0.51%
7.48%
$113.651M
431,656 shares@ $263.3 avg price
VGKVanguard Ftse Europe Index Etf
Recent Activity
Increased 0.39%
5.1%
$77.568M
1.091M shares@ $71.11 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -13.08%
4.69%
$71.288M
251,757 shares@ $283.17 avg price
VPLVanguard Ftse Pacific Index Etf
Recent Activity
Increased 0.12%
3.52%
$53.489M
682,350 shares@ $78.39 avg price
MSFTMicrosoft Corporation
Recent Activity
Decreased -0.14%
3.27%
$49.634M
115,348 shares@ $430.3 avg price
VBVanguard Us Small Cap Index Etf
Recent Activity
Decreased -1.97%
2.74%
$41.639M
175,537 shares@ $237.21 avg price
VOOVanguard 500 Etf
Recent Activity
Decreased -0.47%
2.71%
$41.111M
77,910 shares@ $527.68 avg price
VNQVanguard Us Real Estate Index Etf
Recent Activity
Decreased -1.19%
2.26%
$34.324M
352,325 shares@ $97.43 avg price