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Stordahl Capital Management

Latest statistics and disclosures from Stordahl Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VOOV, DFAS, DFIC, BND, and represent 57.01% of Stordahl Capital Management's stock portfolio.
Added to shares of these 10 stocks: BND, SPY, IVOG, DFIC, IEF, IVE, IWN, DGRO, IWM, IJJ.
Started 1 new stock position in DGRO.
Reduced shares in these 10 stocks: VOOG, VOO, BLV, QQQ, VOOV, STIP, VEA, IWO, VWO, DFAS.
Sold out of its position in BLV.
Stordahl Capital Management was a net seller of stock by $-461k.
Stordahl Capital Management has $420M in assets under management (AUM), dropping by 5.19%.
Central Index Key (CIK): 0001729093

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Positions held by Stordahl Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stordahl Capital Management

Stordahl Capital Management holds 51 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	19.1	$80M		153k	522.74	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	10.8	$46M		240k	190.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.3	$43M		672k	64.10	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.7	$37M		1.3M	28.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.1	$34M		455k	75.11	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.0	$25M		833k	30.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$19M		669k	28.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$18M		178k	101.35	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	4.0	$17M	-6%	49k	340.59	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	3.8	$16M		170k	94.76	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	3.8	$16M	+2%	140k	113.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$13M	+4%	23k	568.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.0	$13M		158k	79.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$5.7M	+2%	26k	217.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$4.7M		50k	94.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.0	$4.1M	+9%	42k	98.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$3.9M	+9%	20k	196.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.5M		38k	67.23	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$2.5M	+3%	28k	91.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$2.0M	+5%	17k	122.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$1.6M	+17%	9.7k	164.37	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M		3.5k	420.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.4M	-4%	4.6k	311.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M	-5%	15k	83.01	View chart
Apple (AAPL)	0.2	$1.0M		4.5k	226.22	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$969k		9.1k	106.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$960k	-10%	18k	52.44	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$741k	-13%	2.6k	280.31	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$729k		8.3k	88.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$716k	+10%	8.6k	82.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$676k	-13%	14k	48.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$545k		6.6k	82.51	View chart
Amazon (AMZN)	0.1	$512k		2.8k	185.13	View chart
Starbucks Corporation (SBUX)	0.1	$486k	-3%	5.0k	97.43	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$469k		4.5k	104.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$459k	-3%	9.9k	46.19	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$442k		11k	41.37	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$422k		2.9k	144.76	View chart
Wal-Mart Stores (WMT)	0.1	$415k	-3%	5.1k	81.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$383k	-50%	795.00	481.27	View chart
Costco Wholesale Corporation (COST)	0.1	$382k		435.00	877.38	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$349k		8.2k	42.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$326k		6.4k	50.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$313k	-5%	3.1k	101.23	View chart
Eli Lilly & Co. (LLY)	0.1	$310k		350.00	884.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$238k		520.00	457.41	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$236k		10k	22.69	View chart
Procter & Gamble Company (PG)	0.1	$231k	-4%	1.3k	173.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$224k		392.00	571.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$211k		1.3k	168.42	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$201k	NEW	3.2k	62.50	View chart

Past Filings by Stordahl Capital Management

SEC 13F filings are viewable for Stordahl Capital Management going back to 2017

Stordahl Capital Management 2024 Q3 filed Oct. 8, 2024
Stordahl Capital Management 2024 Q2 filed July 15, 2024
Stordahl Capital Management 2024 Q1 filed April 18, 2024
Stordahl Capital Management 2023 Q4 filed Jan. 17, 2024
Stordahl Capital Management 2023 Q3 filed Oct. 13, 2023
Stordahl Capital Management 2023 Q2 filed July 21, 2023
Stordahl Capital Management 2023 Q1 filed May 4, 2023
Stordahl Capital Management 2022 Q4 filed Feb. 10, 2023
Stordahl Capital Management 2022 Q3 filed Nov. 14, 2022
Stordahl Capital Management 2022 Q2 filed Aug. 4, 2022
Stordahl Capital Management 2022 Q1 filed May 6, 2022
Stordahl Capital Management 2021 Q4 filed Feb. 10, 2022
Stordahl Capital Management 2021 Q3 filed Nov. 9, 2021
Stordahl Capital Management 2021 Q2 filed July 23, 2021
Stordahl Capital Management 2021 Q1 filed April 30, 2021
Stordahl Capital Management 2020 Q4 filed Jan. 20, 2021

View all past filings

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