0001616328-20-000001.txt : 20200214 0001616328-20-000001.hdr.sgml : 20200214 20200213192349 ACCESSION NUMBER: 0001616328-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Garde Capital, Inc. CENTRAL INDEX KEY: 0001616328 IRS NUMBER: 270321092 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16217 FILM NUMBER: 20612912 BUSINESS ADDRESS: STREET 1: 1301 5TH AVENUE STREET 2: STE 3030 CITY: SEATTLE STATE: WA ZIP: 98101 BUSINESS PHONE: 206-552-7903 MAIL ADDRESS: STREET 1: 1301 5TH AVENUE STREET 2: STE 3030 CITY: SEATTLE STATE: WA ZIP: 98101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001616328 XXXXXXXX 12-31-2019 12-31-2019 Garde Capital, Inc.
1301 5TH AVENUE STE 3030 SEATTLE WA 98101
13F HOLDINGS REPORT 028-16217 N
Scott Severs CCO 2065527903 Scott Severs Seattle WA 02-13-2020 0 135 688895 false
INFORMATION TABLE 2 Garde13F20191231.xml ISHARES TR MSCI EMG MKT ETF 464287234 652 14533 SH SOLE 0 0 14533 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11756 266827 SH SOLE 0 0 266827 ISHARES TR RUS 1000 GRW ETF 464287614 3832 21780 SH SOLE 0 0 21780 MONDELEZ INTL INC CL A 609207105 207 3763 SH SOLE 0 0 3763 BAXTER INTL INC COM 071813109 209 2500 SH SOLE 0 0 2500 DIAGEO P L C SPON ADR NEW 25243Q205 446 2650 SH SOLE 0 0 2650 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 242 6995 SH SOLE 0 0 6995 INTEL CORP COM 458140100 1412 23597 SH SOLE 0 0 23597 MCDONALDS CORP COM 580135101 527 2668 SH SOLE 0 0 2668 ISHARES TR TIPS BD ETF 464287176 427 3667 SH SOLE 0 0 3667 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 674 7384 SH SOLE 0 0 7384 STARBUCKS CORP COM 855244109 2300 26164 SH SOLE 0 0 26164 WASTE MGMT INC DEL COM 94106L109 207 1817 SH SOLE 0 0 1817 UNION PACIFIC CORP COM 907818108 511 2826 SH SOLE 0 0 2826 MICROSOFT CORP COM 594918104 12879 81665 SH SOLE 0 0 81665 BOX INC CL A 10316T104 578 34424 SH SOLE 0 0 34424 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 519 2708 SH SOLE 0 0 2708 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 428 3406 SH SOLE 0 0 3406 HENRY SCHEIN INC COM 806407102 294 4400 SH SOLE 0 0 4400 EXXON MOBIL CORP COM 30231G102 458 6566 SH SOLE 0 0 6566 LILLY ELI & CO COM 532457108 380 2893 SH SOLE 0 0 2893 CISCO SYS INC COM 17275R102 516 10754 SH SOLE 0 0 10754 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 310 5832 SH SOLE 0 0 5832 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 217 4303 SH SOLE 0 0 4303 ALPHABET INC CAP STK CL C 02079K107 3377 2526 SH SOLE 0 0 2526 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 258 2812 SH SOLE 0 0 2812 ISHARES TR ESG MSCI EAFE 46435G516 2167 31518 SH SOLE 0 0 31518 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12269 74983 SH SOLE 0 0 74983 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 25822 580659 SH SOLE 0 0 580659 HOME DEPOT INC COM 437076102 223 1019 SH SOLE 0 0 1019 CATERPILLAR INC DEL COM 149123101 938 6354 SH SOLE 0 0 6354 ISHARES TR CORE S&P500 ETF 464287200 366 1131 SH SOLE 0 0 1131 ISHARES TR FLTG RATE NT ETF 46429B655 432 8492 SH SOLE 0 0 8492 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 817 13434 SH SOLE 0 0 13434 FLEXSHARES TR MORNSTAR UPSTR 33939L407 3684 109870 SH SOLE 0 0 109870 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1659 7325 SH SOLE 0 0 7325 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1407 24873 SH SOLE 0 0 24873 AGILENT TECHNOLOGIES INC COM 00846U101 1133 13277 SH SOLE 0 0 13277 KEYSIGHT TECHNOLOGIES INC COM 49338L103 712 6933 SH SOLE 0 0 6933 ISHARES TR MSCI USA ESG SLC 464288802 4255 31749 SH SOLE 0 0 31749 HP INC COM 40434L105 935 45495 SH SOLE 0 0 45495 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 263 3250 SH SOLE 0 0 3250 PHILIP MORRIS INTL INC COM 718172109 273 3210 SH SOLE 0 0 3210 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7103 259509 SH SOLE 0 0 259509 NORDSTROM INC COM 655664100 931 22747 SH SOLE 0 0 22747 NIKE INC CL B 654106103 939 9269 SH SOLE 0 0 9269 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 46775 798207 SH SOLE 0 0 798207 ISHARES INC ESG MSCI EM ETF 46434G863 714 19885 SH SOLE 0 0 19885 CHEVRON CORP NEW COM 166764100 352 2921 SH SOLE 0 0 2921 ALTRIA GROUP INC COM 02209S103 271 5426 SH SOLE 0 0 5426 VANGUARD INDEX FDS SMALL CP ETF 922908751 22403 135248 SH SOLE 0 0 135248 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1795 12139 SH SOLE 0 0 12139 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 12390 268474 SH SOLE 0 0 268474 ISHARES TR CORE US AGGBD ET 464287226 4955 44097 SH SOLE 0 0 44097 ISHARES TR JPMORGAN USD EMG 464288281 1003 8753 SH SOLE 0 0 8753 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 8123 99780 SH SOLE 0 0 99780 ANTERO RES CORP COM 03674X106 111 38855 SH SOLE 0 0 38855 AMGEN INC COM 031162100 590 2447 SH SOLE 0 0 2447 ISHARES TR CORE S&P SCP ETF 464287804 469 5591 SH SOLE 0 0 5591 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 252 2000 SH SOLE 0 0 2000 AMAZON COM INC COM 023135106 5604 3033 SH SOLE 0 0 3033 AMERICAN EXPRESS CO COM 025816109 702 5639 SH SOLE 0 0 5639 MADDEN STEVEN LTD COM 556269108 524 12189 SH SOLE 0 0 12189 SCHWAB STRATEGIC TR US TIPS ETF 808524870 263 4652 SH SOLE 0 0 4652 COSTCO WHSL CORP NEW COM 22160K105 1268 4313 SH SOLE 0 0 4313 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 34265 492450 SH SOLE 0 0 492450 TESLA INC COM 88160R101 694 1659 SH SOLE 0 0 1659 BOEING CO COM 097023105 1773 5443 SH SOLE 0 0 5443 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15335 189245 SH SOLE 0 0 189245 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 24065 365178 SH SOLE 0 0 365178 SALESFORCE COM INC COM 79466L302 3207 19718 SH SOLE 0 0 19718 INVESCO QQQ TR UNIT SER 1 46090E103 1448 6810 SH SOLE 0 0 6810 ISHARES TR MSCI ACWI ETF 464288257 571 7209 SH SOLE 0 0 7209 VANGUARD WORLD FDS INF TECH ETF 92204A702 267 1092 SH SOLE 0 0 1092 VANGUARD INDEX FDS GROWTH ETF 922908736 87124 478254 SH SOLE 0 0 478254 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2424 45369 SH SOLE 0 0 45369 ARCHER DANIELS MIDLAND CO COM 039483102 253 5467 SH SOLE 0 0 5467 VISA INC COM CL A 92826C839 471 2509 SH SOLE 0 0 2509 ISHARES TR CORE MSCI PAC 46434V696 1405 24061 SH SOLE 0 0 24061 CHIPOTLE MEXICAN GRILL INC COM 169656105 733 876 SH SOLE 0 0 876 TEXAS INSTRS INC COM 882508104 610 4753 SH SOLE 0 0 4753 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 20836 224550 SH SOLE 0 0 224550 ISHARES TR 0-5 YR TIPS ETF 46429B747 564 5599 SH SOLE 0 0 5599 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2205 29152 SH SOLE 0 0 29152 ISHARES TR CALIF MUN BD ETF 464288356 1921 31376 SH SOLE 0 0 31376 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1002 12434 SH SOLE 0 0 12434 VANGUARD INDEX FDS VALUE ETF 922908744 84221 702717 SH SOLE 0 0 702717 SPDR S&P 500 ETF TR TR UNIT 78462F103 4 900 SH SOLE 0 0 900 SCHWAB STRATEGIC TR US REIT ETF 808524847 2856 62138 SH SOLE 0 0 62138 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 63031 751626 SH SOLE 0 0 751626 ISHARES TR RUS 2000 GRW ETF 464287648 885 4133 SH SOLE 0 0 4133 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 25673 479517 SH SOLE 0 0 479517 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4286 127444 SH SOLE 0 0 127444 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6180 31101 SH SOLE 0 0 31101 PROCTER & GAMBLE CO COM 742718109 619 4957 SH SOLE 0 0 4957 ISHARES TR SHRT NAT MUN ETF 464288158 360 3374 SH SOLE 0 0 3374 AKAMAI TECHNOLOGIES INC COM 00971T101 525 6079 SH SOLE 0 0 6079 JOHNSON & JOHNSON COM 478160104 512 3509 SH SOLE 0 0 3509 REGIONS FINL CORP NEW COM 7591EP100 225 13121 SH SOLE 0 0 13121 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5872 42842 SH SOLE 0 0 42842 ISHARES INC CORE MSCI EMKT 46434G103 872 16218 SH SOLE 0 0 16218 ISHARES TR U.S. REAL ES ETF 464287739 3310 35561 SH SOLE 0 0 35561 PEPSICO INC COM 713448108 375 2747 SH SOLE 0 0 2747 HEWLETT PACKARD ENTERPRISE C COM 42824C109 771 48585 SH SOLE 0 0 48585 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1199 22298 SH SOLE 0 0 22298 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5064 54505 SH SOLE 0 0 54505 SPDR GOLD TRUST GOLD SHS 78463V107 673 4713 SH SOLE 0 0 4713 ANTHEM INC COM 036752103 559 1850 SH SOLE 0 0 1850 ISHARES TR RUSSELL 2000 ETF 464287655 1171 7069 SH SOLE 0 0 7069 ISHARES TR CORE MSCI EURO 46434V738 5092 102100 SH SOLE 0 0 102100 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 416 5414 SH SOLE 0 0 5414 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5567 92599 SH SOLE 0 0 92599 ISHARES TR RUS 1000 VAL ETF 464287598 1104 8089 SH SOLE 0 0 8089 ISHARES TR RUS 2000 VAL ETF 464287630 576 4483 SH SOLE 0 0 4483 FACEBOOK INC CL A 30303M102 1256 6121 SH SOLE 0 0 6121 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2378 30964 SH SOLE 0 0 30964 ISHARES TR NATIONAL MUN ETF 464288414 4184 36729 SH SOLE 0 0 36729 VANGUARD WORLD FDS MATERIALS ETF 92204A801 353 2633 SH SOLE 0 0 2633 NEXTERA ENERGY INC COM 65339F101 205 847 SH SOLE 0 0 847 VANECK VECTORS ETF TRUST JR GOLD MINERS E 92189F791 321 7603 SH SOLE 0 0 7603 ADOBE INC COM 00724F101 223 675 SH SOLE 0 0 675 TRUSTMARK CORP COM 898402102 447 12958 SH SOLE 0 0 12958 ALPHABET INC CAP STK CL A 02079K305 3569 2665 SH SOLE 0 0 2665 ISHARES TR COHEN STEER REIT 464287564 445 3807 SH SOLE 0 0 3807 ISHARES TR RUS 1000 ETF 464287622 1599 8961 SH SOLE 0 0 8961 SPDR S&P 500 ETF TR TR UNIT 78462F103 2823 8771 SH SOLE 0 0 8771 QUALCOMM INC COM 747525103 773 8763 SH SOLE 0 0 8763 APPLE INC COM 037833100 7131 24283 SH SOLE 0 0 24283 CRH PLC ADR 12626K203 286 7100 SH SOLE 0 0 7100 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 240 19700 SH SOLE 0 0 19700 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 18305 371456 SH SOLE 0 0 371456 FEDEX CORP COM 31428X106 247 1632 SH SOLE 0 0 1632 EXPEDIA GROUP INC COM NEW 30212P303 492 4549 SH SOLE 0 0 4549 VANGUARD STAR FD VG TL INTL STK F 921909768 223 3999 SH SOLE 0 0 3999 ISHARES TR MSCI EAFE ETF 464287465 1716 24719 SH SOLE 0 0 24719