Stordahl Capital Management

Stordahl Capital Management as of March 31, 2025

Portfolio Holdings for Stordahl Capital Management

Stordahl Capital Management holds 57 positions in its portfolio as reported in the March 2025 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) 18.7 $79M 154k 513.91
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 10.3 $44M 237k 184.19
Dimensional Etf Trust Us Small Cap Etf (DFAS) 10.0 $42M 704k 59.75
Dimensional Etf Trust Intl Core Equity (DFIC) 9.5 $40M 1.4M 27.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.6 $36M 492k 73.45
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.8 $25M 872k 28.15
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.7 $20M 192k 103.47
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.5 $19M 710k 26.46
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 3.8 $16M 49k 334.48
Vanguard Admiral Fds Midcp 400 Val (IVOV) 3.7 $16M 168k 92.04
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 3.4 $14M 140k 103.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $13M 170k 78.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $13M 23k 559.40
Ishares Tr Russell 2000 Etf (IWM) 1.2 $5.2M 26k 199.49
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $4.6M 49k 92.83
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $3.9M 41k 95.37
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $3.9M 20k 190.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $2.4M 109k 22.08
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.4M 28k 83.28
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.0M 17k 119.73
Microsoft Corporation (MSFT) 0.4 $1.9M 5.1k 375.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.5M 10k 150.97
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.4M 4.5k 306.74
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.2M 15k 81.73
Apple (AAPL) 0.3 $1.1M 4.8k 222.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $864k 17k 50.83
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $829k 8.6k 96.51
Ishares Tr Esg Aware Msci (ESML) 0.2 $812k 21k 38.41
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $756k 9.1k 82.73
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $666k 8.3k 80.65
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $632k 2.5k 255.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $609k 14k 45.26
Amazon (AMZN) 0.1 $581k 3.1k 190.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $515k 20k 26.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $504k 947.00 532.58
Starbucks Corporation (SBUX) 0.1 $490k 5.0k 98.09
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $473k 4.8k 98.70
Wal-Mart Stores (WMT) 0.1 $450k 5.1k 87.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $430k 9.9k 43.70
Costco Wholesale Corporation (COST) 0.1 $418k 442.00 945.78
Meta Platforms Cl A (META) 0.1 $398k 691.00 576.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $373k 795.00 468.92
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $361k 2.7k 133.09
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $333k 8.5k 39.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $317k 6.4k 49.62
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $308k 8.0k 38.34
Eli Lilly & Co. (LLY) 0.1 $307k 372.00 826.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $300k 13k 23.43
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $297k 6.3k 46.81
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $291k 2.9k 98.92
Wells Fargo & Company (WFC) 0.1 $291k 4.0k 71.79
Omeros Corporation (OMER) 0.1 $268k 33k 8.22
Procter & Gamble Company (PG) 0.1 $233k 1.4k 170.43
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $229k 10k 22.18
Ishares Tr Core S&p500 Etf (IVV) 0.1 $220k 392.00 561.90
Vanguard Index Fds Growth Etf (VUG) 0.0 $208k 560.00 370.82
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $207k 3.7k 56.28