Garde Capital, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Garde Capital, Inc. reported 802 stock positions worth $1.7 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 10.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.1%) and Vanguard Total Bond Market (BND, 6.6%). Compared with Q4 2024, it opened 575 new positions, sold out of 51, added to 54 and reduced 93. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001616328
- Portfolio Value
- $1.7B (Q1 2025)
- SEC Filing
- 0001616328-25-000003 ↗ filed Apr 22, 2025
Holdings Value
Holdings 802 stocks · $1.7B
| VTV Vanguard Mrngstr Val ETF-Aui | 10.86% | 1,098,310 | $189.7M | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.07% | 474,292 | $175.9M | Reduce -0.7% |
| BND Vanguard Total Bond Market | 6.59% | 1,567,276 | $115.1M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.35% | 431,374 | $110.9M | Reduce -0.1% |
| VGK Vanguard Ftse Europe ETF | 4.03% | 1,001,447 | $70.3M | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 3.98% | 252,617 | $69.4M | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 2.87% | 525,133 | $50.1M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.70% | 950,489 | $47.2M | New |
| VPL Vanguard Ftse Pacific ETF | 2.61% | 629,700 | $45.6M | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 2.27% | 77,001 | $39.6M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.22% | 174,481 | $38.7M | Add +1.6% |
| MSFT Microsoft Corp. | 2.19% | 101,796 | $38.2M | Reduce -9.8% |
| VNQ Vanguard Real Estate ETF | 1.84% | 355,733 | $32.2M | Add +1.3% |
| VTIP Vanguard Short-Term Tips | 1.81% | 634,768 | $31.7M | New |
| MUB iShares National Muni Bond E | 1.68% | 278,139 | $29.3M | New |
| VMBS Vanguard Mortgage-Backed Sec | 1.68% | 632,629 | $29.3M | New |
| SCHP Schwab U.S. Tips ETF | 1.62% | 1,052,417 | $28.3M | New |
| AAPL Apple Inc. | 1.42% | 111,910 | $24.9M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 1.39% | 476,392 | $24.2M | Reduce -4.2% |
| SCHG Schwab US Large-Cap Growth | 1.34% | 934,313 | $23.4M | Reduce -2.1% |
| VWO Vanguard Ftse Emerging Marke | 1.31% | 507,328 | $23.0M | Reduce -6.0% |
| ESGV Vanguard ESG US Stock ETF | 1.30% | 232,116 | $22.7M | Add +7.5% |
| IUSV iShares Core S&P U.S. Value | 1.24% | 235,557 | $21.7M | Add +3.6% |
| AMZN Amazon.com Inc. | 1.23% | 112,932 | $21.5M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 1.16% | 205,205 | $20.3M | New |
| Z Zillow Group Inc. Class C | 1.11% | 283,555 | $19.4M | Reduce -1.3% |
| SCHV Schwab US Large-Cap Value | 0.96% | 629,057 | $16.7M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 35,086 | $16.5M | Reduce -10.3% |
| IEUR iShares Core MSCI Europe ETF | 0.92% | 268,264 | $16.1M | Reduce -4.4% |
| SCHF Schwab Intl Equity ETF | 0.85% | 748,768 | $14.8M | Reduce -3.4% |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 60,571 | $11.8M | Reduce -9.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.63% | 59,062 | $11.0M | Reduce -3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.59% | 41,235 | $10.4M | Reduce -3.4% |
| VGIT Vanguard Intermediate-Term T | 0.58% | 170,646 | $10.1M | New |
| EAGG iShares ESG Aware US Aggrega | 0.51% | 188,262 | $8.9M | New |
| IPAC iShares Core MSCI Pacific Et | 0.51% | 142,028 | $8.8M | Reduce -4.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.47% | 296,536 | $8.2M | Reduce -6.5% |
| GOOGL Alphabet Inc. Class A | 0.46% | 51,883 | $8.0M | Reduce -1.2% |
| IWB iShares Russell 1000 ETF | 0.44% | 25,132 | $7.7M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.44% | 48,753 | $7.6M | Add +0.0% |
| ZG Zillow Group Inc. Class A | 0.41% | 107,399 | $7.2M | Add +0.1% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.40% | 139,735 | $7.0M | New |
| CMF iShares California Muni Bond | 0.39% | 122,339 | $6.9M | New |
| IWF iShares Russell 1000 Growth | 0.37% | 18,004 | $6.5M | Reduce -4.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.37% | 108,224 | $6.4M | Reduce -10.3% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.32% | 74,815 | $5.6M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 9,844 | $5.5M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.31% | 9,276 | $5.3M | Add +46.8% |
| ICF iShares Select U.S. REIT ETF | 0.31% | 86,605 | $5.3M | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 50,932 | $5.3M | Add +6.0% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 224,982 | $5.3M | Reduce -1.8% |
| TMUS T-Mobile US Inc. | 0.30% | 19,389 | $5.2M | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.30% | 28,013 | $5.2M | No change |
| NVDA Nvidia Corp. | 0.28% | 45,526 | $4.9M | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 9,204 | $4.9M | Add +0.9% |
| CRM Salesforce Inc. | 0.28% | 18,130 | $4.9M | Add +6.8% |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 37,617 | $4.3M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.24% | 33,216 | $4.2M | Add +36.1% |
| COST Costco Wholesale Corp. | 0.22% | 4,084 | $3.9M | Add +0.1% |
| ESGD iShares Trust iShares ESG Aw | 0.21% | 44,426 | $3.6M | Reduce -11.1% |
| VGSH Vanguard Short-Term Treasury | 0.21% | 61,664 | $3.6M | New |
| IVE iShares S&P 500 Value ETF | 0.20% | 18,097 | $3.4M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 39,998 | $3.4M | Reduce -2.0% |
| SPIP SS SPDR P Tips ETF | 0.17% | 113,259 | $3.0M | New |
| TSLA Tesla Inc. | 0.15% | 10,271 | $2.7M | Reduce -6.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.14% | 71,790 | $2.5M | Reduce -10.3% |
| IAU iShares Gold Trust | 0.14% | 41,196 | $2.4M | Add +12.7% |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 43,550 | $2.2M | No change |
| VGT Vanguard Info Tech ETF | 0.12% | 3,938 | $2.1M | Reduce -0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 45,215 | $2.1M | Add +70.9% |
| UBER Uber Technologies Inc. | 0.11% | 26,888 | $2.0M | Add +13.6% |
| PTON Peloton Interactive Inc. Class A | 0.11% | 306,498 | $1.9M | Reduce -33.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 24,009 | $1.9M | New |
| AVGO Broadcom Inc. | 0.11% | 11,165 | $1.9M | Reduce -9.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.11% | 35,457 | $1.9M | New |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 15,231 | $1.9M | Reduce -3.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.11% | 28,581 | $1.8M | New |
| CAT Caterpillar Inc. | 0.10% | 5,357 | $1.8M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 10,226 | $1.7M | Add +8.7% |
| GBIL Goldman Sachs Access Treasur | 0.10% | 16,833 | $1.7M | New |
| SCHX Schwab US Large-Cap ETF | 0.10% | 76,270 | $1.7M | Reduce -3.0% |
| SPHY SS SPDR P High Yield ETF | 0.09% | 67,140 | $1.6M | New |
| VONG Vanguard Russell 1000 Growth | 0.09% | 16,663 | $1.5M | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.09% | 4,615 | $1.5M | Reduce -16.7% |
| SBUX Starbucks Corp. | 0.09% | 15,706 | $1.5M | Add +7.1% |
| SNOW Snowflake Inc. | 0.09% | 10,470 | $1.5M | Add +66.5% |
| IWM iShares Russell 2000 ETF | 0.08% | 7,328 | $1.5M | Reduce -0.0% |
| IYR iShares US Real Estate ETF | 0.08% | 14,933 | $1.4M | No change |
| QCOM Qualcomm Inc. | 0.08% | 8,998 | $1.4M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 0.08% | 24,875 | $1.3M | Reduce -1.0% |
| AXP American Express Co. | 0.08% | 4,986 | $1.3M | No change |
| IWD iShares Russell 1000 Value E | 0.08% | 7,095 | $1.3M | No change |
| EZU iShares MSCI Eurozone ETF | 0.07% | 24,453 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 5,027 | $1.2M | Reduce -0.0% |
| HYGW iShares HY Corp. BD Buywr ETF | 0.07% | 38,150 | $1.2M | New |
| GSBD Goldman Sachs BDC Inc. | 0.07% | 99,500 | $1.2M | New |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 29,930 | $1.1M | Add +7.8% |
| ORCL Oracle Corp. | 0.06% | 8,106 | $1.1M | Add +10.4% |
| XLK SS Technology Select Sector | 0.06% | 5,475 | $1.1M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.06% | 1,330 | $1.1M | Add +20.1% |
Options reported separately and not counted above: AAPL puts ($5.7M), AMZN puts ($5.2M), META puts ($3.4M), QQQ puts ($3.1M), PLTR puts ($2.4M), MSFT puts ($1.8M), CRM puts ($1.5M), IBIT puts ($1.4M), TSLA puts ($1.3M), CMG puts ($1.1M), NVDA puts ($845K), TMUS puts ($720K), and 14 more.
Other holdings (2): bonds, preferreds, convertibles and warrants · $4K (not counted above)
Total filed on the 13F, all lines: $1.7B.
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 10.07% | −2.86 |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | Sold out | 0.00% | −1.90 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | Sold out | 0.00% | −1.48 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 6.35% | −1.33 |
| MSFT Microsoft Corp. | Reduce -9.8% | 2.19% | −0.95 |
| VFIAX Vanguard 500 Index-Adm | Sold out | 0.00% | −0.94 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Sold out | 0.00% | −0.88 |
| VTMGX Vanguard Dev MKT Indx-Adm | Sold out | 0.00% | −0.75 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 2.27% | −0.50 |
| VPL Vanguard Ftse Pacific ETF | Reduce -3.2% | 2.61% | −0.43 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.1% | 1.34% | −0.41 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.3% | 0.94% | −0.38 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Sold out | 0.00% | −0.37 |
| VGK Vanguard Ftse Europe ETF | Reduce -4.6% | 4.03% | −0.37 |
| Z Zillow Group Inc. Class C | Reduce -1.3% | 1.11% | −0.29 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.0% | 1.31% | −0.25 |
| DFEOX Dfa US Core Eqty 1 Port-Inst | Sold out | 0.00% | −0.24 |
| DFSIX Dfa US Sustain Core 1 | Sold out | 0.00% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.46% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.8% | 0.67% | −0.19 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.4% | 0.59% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.2% | 1.39% | −0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.3% | 0.63% | −0.17 |
| VEMAX Vanguard Em MKT STK Ind-Adm | Sold out | 0.00% | −0.15 |
| PTON Peloton Interactive Inc. Class A | Reduce -33.3% | 0.11% | −0.15 |
| VFTAX Vanguard Ftse Soc Indx-Adm | Sold out | 0.00% | −0.15 |
| DFSPX Dfa Intl Sustain Cor 1-Inst | Sold out | 0.00% | −0.14 |
| NVDA Nvidia Corp. | Reduce -4.4% | 0.28% | −0.14 |
| TSLA Tesla Inc. | Reduce -6.0% | 0.15% | −0.14 |
| DUSQX Dfa US Large Cap Equity-Ins | Sold out | 0.00% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -4.7% | 0.37% | −0.13 |
| DFIEX International Core Equity 2 | Sold out | 0.00% | −0.12 |
| VGSLX Vanguard Real Est Indx-Adm | Sold out | 0.00% | −0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -3.4% | 0.85% | −0.10 |
| SWTSX Schwab Tot STK MRKT Indx | Sold out | 0.00% | −0.10 |
| VTWAX Vanguard TTL WRL STK Ind-Adm | Sold out | 0.00% | −0.10 |
| IWB iShares Russell 1000 ETF | Reduce -0.2% | 0.44% | −0.09 |
| IPAC iShares Core MSCI Pacific Et | Reduce -4.3% | 0.51% | −0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -6.5% | 0.47% | −0.09 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.8% | 0.30% | −0.09 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -10.3% | 0.37% | −0.09 |
| DODGX Dodge & Cox Stock-I | Sold out | 0.00% | −0.08 |
| AVGO Broadcom Inc. | Reduce -9.8% | 0.11% | −0.08 |
| IEUR iShares Core MSCI Europe ETF | Reduce -4.4% | 0.92% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.32% | −0.07 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.06 |
| ICF iShares Select U.S. REIT ETF | Reduce -3.8% | 0.31% | −0.05 |
| FNMA Fannie Mae | Sold out | 0.00% | −0.05 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -16.7% | 0.09% | −0.05 |
| SWPPX Schwab S&P 500 Index-Sel | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | New | 6.59% | +6.59 |
| IEF iShares 7-10 Year Treasury B | New | 2.87% | +2.87 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 2.70% | +2.70 |
| VTIP Vanguard Short-Term Tips | New | 1.81% | +1.81 |
| MUB iShares National Muni Bond E | New | 1.68% | +1.68 |
| VMBS Vanguard Mortgage-Backed Sec | New | 1.68% | +1.68 |
| SCHP Schwab U.S. Tips ETF | New | 1.62% | +1.62 |
| AGG iShares Core U.S. Aggregate | New | 1.16% | +1.16 |
| VGIT Vanguard Intermediate-Term T | New | 0.58% | +0.58 |
| EAGG iShares ESG Aware US Aggrega | New | 0.51% | +0.51 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.40% | +0.40 |
| CMF iShares California Muni Bond | New | 0.39% | +0.39 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.32% | +0.32 |
| VGSH Vanguard Short-Term Treasury | New | 0.21% | +0.21 |
| SPIP SS SPDR P Tips ETF | New | 0.17% | +0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.11% | +0.11 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.11% | +0.11 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.11% | +0.11 |
| GBIL Goldman Sachs Access Treasur | New | 0.10% | +0.10 |
| SPHY SS SPDR P High Yield ETF | New | 0.09% | +0.09 |
| HYGW iShares HY Corp. BD Buywr ETF | New | 0.07% | +0.07 |
| GSBD Goldman Sachs BDC Inc. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +46.8% | 0.31% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | New | 0.05% | +0.05 |
| FLOT iShares Floating Rate Bond E | New | 0.05% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | New | 0.04% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.04% | +0.04 |
| TIP iShares Tips Bond ETF | New | 0.04% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +70.9% | 0.12% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +113.9% | 0.04% | +0.02 |
| SNOW Snowflake Inc. | Add +66.5% | 0.09% | +0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.02% | +0.02 |
| IAU iShares Gold Trust | Add +12.7% | 0.14% | +0.02 |
| USHY iShares Broad Usd High Yield | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | Add +13.6% | 0.11% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +36.1% | 0.24% | +0.02 |
| VGLT Vanguard Long-Term Treasury | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.28% | +0.01 |
| SCHR Schwab Intermediate-Term US | New | 0.01% | +0.01 |
| NFG National Fuel Gas Co. | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +20.1% | 0.06% | +0.01 |
| EXC Exelon Corp. | New | 0.01% | +0.01 |
| IGOV iShares International Treasu | New | 0.01% | +0.01 |
| XLE SS Energy Select Sector | New | 0.01% | +0.01 |
| VCIT Vanguard Int-Term Corporate | New | 0.01% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +18.0% | 0.02% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.01% | +0.01 |
| AEE Ameren Corporation | New | 0.01% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| AAPL Apple Inc. | put | New | 25,700 | $5.7M |
| AMZN Amazon.com Inc. | put | New | 27,500 | $5.2M |
| META Meta Platforms Inc. Class A | put | New | 5,900 | $3.4M |
| QQQ Invesco QQQ Trust Series 1 | put | New | 6,700 | $3.1M |
| PLTR Palantir Technologies Inc. Class A | put | New | 28,900 | $2.4M |
| MSFT Microsoft Corp. | put | New | 4,700 | $1.8M |
| CRM Salesforce Inc. | put | New | 5,600 | $1.5M |
| IBIT iShares Bitcoin Trust ETF | put | New | 28,900 | $1.4M |
| TSLA Tesla Inc. | put | New | 5,200 | $1.3M |
| CMG Chipotle Mexican Grill Inc. | put | New | 21,800 | $1.1M |
| NVDA Nvidia Corp. | put | New | 7,800 | $845K |
| TMUS T-Mobile US Inc. | put | New | 2,700 | $720K |
| SNOW Snowflake Inc. | put | New | 4,800 | $702K |
| QCOM Qualcomm Inc. | put | New | 3,600 | $553K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 900 | $503K |
| EXPE Expedia Group Inc. | put | New | 2,500 | $420K |
| UBER Uber Technologies Inc. | put | New | 5,100 | $372K |
| GOOG Alphabet Inc. Class C | put | New | 2,100 | $328K |
| AVGO Broadcom Inc. | put | New | 1,300 | $218K |
| GBTC Grayscale Bitcoin Trust ETF | put | New | 3,200 | $209K |
| TSM Taiwan Semiconductor-SP ADR | put | New | 700 | $116K |
| WDAY Workday Inc. Class A | put | New | 400 | $93K |
| GOOGL Alphabet Inc. Class A | put | New | 500 | $77K |
| PI Impinj Inc. | put | New | 800 | $73K |
| AMAT Applied Materials Inc. | put | New | 200 | $29K |
| NGD New Gold Inc. | call | New | 1,100 | $4K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 125 | $3K |
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | New | 200 | $82 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 224 | $2.2B | VTV, VUG, VV, BND, VTI |
| Q1 2026 | 198 | $1.7B | VTV, VUG, VV, VGK, VTI |
| Q4 2025 | 181 | $1.7B | VUG, VTV, VV, VTI, VGK |
| Q3 2025 | 204 | $2.0B | VUG, VTV, VV, BND, VTI |
| Q2 2025 | 815 | $1.9B | VUG, VTV, VV, BND, VTI |
| Q1 2025 | 802 | $1.7B | VTV, VUG, BND, VV, VGK |
| Q4 2024 | 278 | $1.5B | VUG, VTV, VV, VTI, VGK |
| Q3 2024 | 265 | $1.5B | VTV, VUG, VV, VGK, VTI |
| Q2 2024 | 265 | $1.4B | VUG, VTV, VV, VTI, VGK |
| Q1 2024 | 280 | $1.4B | VTV, VUG, VV, VTI, VGK |