Stordahl Capital Management

Stordahl Capital Management as of Dec. 31, 2023

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