Stordahl Capital Management

Stordahl Capital Management as of Dec. 31, 2024

Portfolio Holdings for Stordahl Capital Management

Stordahl Capital Management holds 61 positions in its portfolio as reported in the December 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) 18.9 $80M 148k 538.81
Dimensional Etf Trust Us Small Cap Etf (DFAS) 10.4 $44M 674k 65.08
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 10.1 $43M 232k 184.51
Dimensional Etf Trust Intl Core Equity (DFIC) 8.3 $35M 1.4M 25.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.3 $35M 485k 71.91
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.1 $26M 839k 30.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.5 $19M 189k 100.60
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.3 $18M 690k 26.19
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 4.2 $18M 48k 366.06
Vanguard Admiral Fds Midcp 400 Val (IVOV) 3.7 $16M 165k 95.56
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 3.6 $15M 136k 112.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $13M 23k 586.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $13M 168k 78.01
Ishares Tr Russell 2000 Etf (IWM) 1.4 $5.8M 26k 220.96
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $5.0M 49k 101.53
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $3.8M 42k 92.45
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $3.8M 20k 190.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $2.6M 113k 23.18
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.5M 28k 90.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.1M 17k 124.96
Microsoft Corporation (MSFT) 0.5 $2.1M 4.9k 421.51
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.6M 9.7k 164.16
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.5M 4.5k 322.16
Apple (AAPL) 0.3 $1.2M 4.8k 250.43
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M 15k 75.61
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $911k 8.6k 106.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $835k 18k 47.82
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $738k 2.6k 287.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $738k 8.3k 89.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $695k 8.5k 81.98
Amazon (AMZN) 0.2 $650k 3.0k 219.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $603k 14k 44.04
Ishares Tr Esg Aware Msci (ESML) 0.1 $595k 14k 42.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $544k 20k 27.71
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $476k 4.5k 105.51
Wal-Mart Stores (WMT) 0.1 $461k 5.1k 90.35
Starbucks Corporation (SBUX) 0.1 $455k 5.0k 91.25
Meta Platforms Cl A (META) 0.1 $428k 731.00 585.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $422k 930.00 453.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $414k 9.9k 41.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $406k 795.00 511.23
Costco Wholesale Corporation (COST) 0.1 $399k 435.00 916.27
Omeros Corporation (OMER) 0.1 $395k 40k 9.88
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $394k 2.7k 144.61
Impinj (PI) 0.1 $363k 2.5k 145.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $346k 13k 25.86
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $334k 8.0k 41.88
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $297k 3.1k 96.90
Wells Fargo & Company (WFC) 0.1 $276k 3.9k 70.24
Eli Lilly & Co. (LLY) 0.1 $270k 350.00 772.39
Vanguard Index Fds Growth Etf (VUG) 0.1 $264k 643.00 410.44
Sempra Energy (SRE) 0.1 $257k 2.9k 87.71
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $253k 4.8k 53.05
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $248k 5.9k 41.84
Alphabet Cap Stk Cl C (GOOG) 0.1 $238k 1.3k 190.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $231k 392.00 588.68
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $226k 10k 21.78
Procter & Gamble Company (PG) 0.1 $224k 1.3k 167.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $222k 4.4k 50.13
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $221k 3.3k 66.77
Blackstone Group Inc Com Cl A (BX) 0.0 $207k 1.2k 172.42