Garde Capital portfolio

What changed this quarter

112 positions with a change (11 new, 38 added to, 41 trimmed, 22 sold). 8 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vanguard Total Bond Market ETF−6.0 ppof portfolioSold out
  6.0% → —
• iShares 7-10 Year Treasury B ETF−2.7 ppof portfolioSold out
  2.7% → —
• Vanguard Short-term Tips ETF−2.6 ppof portfolioSold out
  2.6% → —
• Vanguard Mortgage-backed Sec ETF−2.2 ppof portfolioSold out
  2.2% → —
• Vanguard Tax-exempt Bond ETF−2.1 ppof portfolioSold out
  2.1% → —
• iShares National Muni Bond E ETF−1.6 ppof portfolioSold out
  1.6% → —
• iShares Core U.s. Aggregate ETF−0.9 ppof portfolioSold out
  0.9% → —
• Vanguard Intermediate-term T ETF−0.6 ppof portfolioSold out
  0.6% → —

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Mrngstar GR ETF-sui ETFVUG13.4%
• Vanguard Mrngstr Val ETF-aui ETFVTV13.3%
• Vanguard Index FundsVV8.5%
• Vanguard Index FundsVTI5.4%
• Vanguard International Equity Index FVGK5.3%
• Vanguard International Equity Index FVPL4.1%
• MicrosoftMSFT3.7%
• Vanguard Most Sm-cap ETF-usd ETFVB2.7%
• AlphabetGOOGL · GOOG2.0%
• Vanguard Real Estate ETFVNQ2.0%
• Schwab US Large-cap Growth ETFSCHG2.0%
• Vanguard S&P 500 ETFVOO2.0%
• AppleAAPL1.9%
• Vanguard Ftse Developed ETFVEA1.9%
• Vanguard International Equity Index FVWO1.8%
• Vanguard ESG US Stock ETFESGV1.8%
• Amazon.comAMZN1.5%
• Vanguard Instl Index FundVBIL1.5%
• iShares Core S&P U.s. Value ETFIUSV1.4%
• Invesco QQQ Trust Series 1 ETFQQQ1.4%
• Schwab US Large-cap Value ETFSCHV1.1%
• iShares Core Msci Europe ETFIEUR1.1%
• Schwab International Equity ETFSCHF1.0%
• Vanguard Index FundsVBK0.8%
• Vanguard Dividend Apprec ETFVIG0.8%
• iShares Core Msci Pacific ET ETFIPAC0.7%
• iShares ESG Aware US Aggrega ETFEAGG0.6%
• NVIDIANVDA0.6%
• Vanguard ESG International Stock ETFVSGX0.5%
• Schwab Emrg Mrkts Eqty ETFSCHE0.5%
• Meta PlatformsMETA0.5%
• State Str Spdr S&P 500 ETF TSPY0.5%
• iShares Russell 1000 Growth ETFIWF0.5%
• Zillow GroupZ · ZG0.4%
• iShares Russell 1000 ETFIWB0.4%
• Vanguard Index FundsVBR0.4%
• iShares Core S&P Small-cap E ETFIJR0.4%
• iShares California Muni Bond ETFCMF0.4%
• Schwab US Small-cap ETFSCHA0.4%
• Vanguard Admiral FundsVOOV0.3%
• iShares Core S&P U.s. Growth ETFIUSG0.3%
• iShares Select U.s. Reit ETFICF0.3%
• Berkshire HathawayBRK/B0.3%
• iShares Gold Trust ETFIAU0.3%
• iShares Trust iShares ESG AW ETFESGD0.3%
• iShares ESG Optimized Msci U ETFSUSA0.3%
• Vanguard Info Tech ETFVGT0.3%
• Taiwan Semiconductor ManufacturingTSM0.3%
• TeslaTSLA0.3%
• CaterpillarCAT0.3%
• Dimensional ETF TrustDFSI0.2%
• Costco WholesaleCOST0.2%
• iShares ESG Aware Msci USA ETFESGU0.2%
• Ishares Bitcoin Trust ETFIBIT0.2%
• American Exceptionalism Acquisition Corp. AAEXA0.2%
• iShares S&P 500 Value ETFIVE0.2%
• State Street SPDR P Tips ETFSPIP0.2%
• Micron TechnologyMU0.2%
• SnowflakeSNOW0.1%
• Palantir TechnologiesPLTR0.1%
• Eli LillyLLY0.1%
• Global X Copper Miners ETFCOPX0.1%
• Vanguard Admiral FundsVOOG0.1%
• Vanguard Russell 1000 Growth ETFVONG0.1%
• State Street Technology Select Sector ETFXLK0.1%
• iShares Russell 3000 ETFIWV0.1%
• IsharesIEMG0.1%
• iShares ESG Aware Msci USA S ETFESML0.1%
• iShares US Real Estate ETFIYR0.1%
• T-mobile USTMUS0.1%
• Charles SchwabSCHW0.1%
• iShares Russell 1000 Value E ETFIWD0.1%
• QualcommQCOM0.1%
• Vanguard International Equity Index FVEU0.1%
• IsharesEZU0.1%
• American ExpressAXP0.1%
• Fidelity Wise Origin BitcoinFBTC0.1%
• iShares Ethereum Trust ETFETHA0.1%
• State Street SPDR P High Yield ETFSPHY0.1%
• iShares Core Msci Eafe ETFIEFA0.1%
• BroadcomAVGO0.1%
• Dimensional ETF TrustDFUV0.1%
• Expedia GroupEXPE0.1%
• JPMorgan ChaseJPM0.1%
• UBER TechnologiesUBER0.1%
• Chipotle Mexican GrillCMG0.1%
• Texas InstrumentsTXN0.1%
• Schwab US Large-cap ETFSCHX0.1%
• Exxon MobilXOM0.1%
• iShares Russell 2000 ETFIWM0.1%
• Peloton InteractivePTON0.1%
• AirbnbABNB0.1%
• StarbucksSBUX0.1%
• iShares HY Corp BD Buywr ETFHYGW0.1%
• iShares Russell 2000 Growth ETFIWO0.1%
• SalesforceCRM0.1%
• BoeingBA0.1%
• Vanguard Index FundsVO0.1%