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 55.90% of Stordahl Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: IEF, STIP, DFIC, DFSV, VCSH, DFAS, DFEM, QQQ, SCHA, BA.
  • Started 3 new stock positions in SCHA, DGRO, BA.
  • Reduced shares in these 10 stocks: VOO, BND, IVOG, SHY, CMF, VO, SPY, IJK, SCHX, VOOV.
  • Sold out of its positions in CMF, VO.
  • Stordahl Capital Management was a net buyer of stock by $3.3M.
  • Stordahl Capital Management has $368M in assets under management (AUM), dropping by 11.18%.
  • Central Index Key (CIK): 0001729093

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Portfolio Holdings for Stordahl Capital Management

Stordahl Capital Management holds 52 positions in its portfolio as reported in the December 2023 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) 18.2 $67M -3% 154k 436.80
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 10.7 $39M 233k 167.96
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 10.5 $39M 647k 59.62
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.5 $31M +3% 1.2M 25.53
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.0 $30M -5% 402k 73.55
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Dimensional Etf Trust Us Small Cap Val (DFSV) 6.3 $23M +4% 796k 29.12
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.4 $16M +8% 162k 98.59
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.2 $16M +3% 626k 24.96
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 3.9 $14M 53k 270.79
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 3.7 $14M 158k 87.18
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 3.5 $13M -5% 132k 98.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $11M 24k 475.32
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $11M +8% 145k 77.37
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Ishares Tr Russell 2000 Etf (IWM) 1.5 $5.5M 28k 200.71
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.2 $4.4M +210% 45k 96.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $4.0M 54k 75.10
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Ishares Tr S&p 500 Val Etf (IVE) 1.0 $3.6M 20k 173.89
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.3M -7% 29k 79.22
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $2.3M -4% 40k 56.40
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.0M 17k 114.04
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.8M 7.0k 262.26
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.4M +3% 9.3k 155.34
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Microsoft Corporation (MSFT) 0.4 $1.4M -2% 3.7k 376.05
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.2M 17k 75.35
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M +3% 22k 47.90
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $1.0M -4% 11k 99.19
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Apple (AAPL) 0.3 $973k 5.1k 192.52
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $864k 3.4k 252.21
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $797k -41% 9.7k 82.04
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $767k +2% 10k 74.58
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $731k 18k 41.10
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $708k 8.7k 81.10
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $660k +95% 1.6k 409.52
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Starbucks Corporation (SBUX) 0.1 $504k -8% 5.2k 96.01
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $497k -2% 6.6k 75.32
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $440k -7% 11k 40.21
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Amazon (AMZN) 0.1 $411k +10% 2.7k 151.94
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $408k 3.0k 136.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $393k 1.3k 303.17
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $367k +4% 3.9k 93.97
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $358k +57% 3.6k 99.25
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $309k -2% 7.9k 39.10
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $303k NEW 6.4k 47.24
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Costco Wholesale Corporation (COST) 0.1 $290k 439.00 660.08
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Wal-Mart Stores (WMT) 0.1 $286k 1.8k 157.68
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $275k 2.5k 108.25
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Ishares Tr Esg Aware Msci (ESML) 0.1 $255k 6.7k 38.01
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Boeing Company (BA) 0.1 $232k NEW 891.00 260.66
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $228k 10k 22.26
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Procter & Gamble Company (PG) 0.1 $227k 1.5k 146.55
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Ishares Tr Core Div Grwth (DGRO) 0.1 $205k NEW 3.8k 53.82
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Eli Lilly & Co. (LLY) 0.1 $204k -10% 350.00 583.22
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Past Filings by Stordahl Capital Management

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

View all past filings