Garde Capital, Inc.
CIK 1616328 · Holdings on Sep 30, 2023 · First reported Nov 17, 2023
Top ten holdings
Q3 2023- VTV12.01%
- VUG11.13%
- VV7.24%
- VTI5.25%
- VGK4.77%
- VB4.00%
- VOO3.79%
- VPL3.69%
- MSFT3.20%
- VWO2.35%
Share classes counted separately57.43%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVVANGUARD MRNGSTR VAL ETF-AUIEquities View history and evidence | $140.95M | 12.01% | 1.02M shares | — | ↗▾ | |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIEquities View history and evidence | $130.68M | 11.13% | 479.88K shares | — | ↗▾ | |
| 03 | VVVNGRD MRGSTR LRG-CAP ETF-USDEquities View history and evidence | $85.04M | 7.24% | 434.55K shares | — | ↗▾ | |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USEquities View history and evidence | $61.69M | 5.25% | 290.41K shares | — | ↗▾ | |
| 05 | VGKVANGUARD FTSE EUROPE ETFEquities View history and evidence | $55.99M | 4.77% | 966.58K shares | — | ↗▾ | |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDEquities View history and evidence | $46.91M | 4.00% | 248.10K shares | — | ↗▾ | |
| 07 | VOOVANGUARD S&P 500 ETFEquities View history and evidence | $44.44M | 3.79% | 113.17K shares | — | ↗▾ | |
| 08 | VPLVANGUARD FTSE PACIFIC ETFEquities View history and evidence | $43.29M | 3.69% | 647.31K shares | — | ↗▾ | |
| 09 | MSFTMICROSOFT CORPEquities View history and evidence | $37.56M | 3.20% | 118.96K shares | — | ↗▾ | |
| 10 | VWOVANGUARD FTSE EMERGING MARKEEquities View history and evidence | $27.59M | 2.35% | 703.78K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RSP INVESCO S&P 500 EQUAL WEIGHT | Non-derivative | — | — | SEC filing ↗ | |
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | — | — | SEC filing ↗ | |
| QSR RESTAURANT BRANDS INTERN | Non-derivative | — | — | SEC filing ↗ |
3 / 33 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1616328 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1174034
}Research all 255 reported holdings.
This page includes 30 of 255 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 255 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1616328","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1616328","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.