SC

Stordahl Capital Management, Inc.

13F
Stordahl Capital Management, Inc.
Last update 2024-10-08 51 Stocks (1 new)
Value $420.00 Mil Turnover 1 %
Countries:
Top Holdings: VOO(19.05%)VOOV(10.84%)DFAS(10.25%)DFIC(8.75%)BND(8.13%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stordahl Capital Management, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
153,215
80091.590
-1.03%
19.050
-0.20%
0.020
+14.88%
+25.35%
509757.083
 
VOOV 		Vanguard S&P 500 Value ETF
239,676
45557.600
-0.26%
10.840
-0.03%
0.910
+9.72%
+15.49%
5151.105
 
DFAS 		Dimensional U.S. Small Cap ETF
672,288
43093.650
-0.21%
10.250
-0.02%
0.490
+16.39%
+15.67%
9555.476
 
DFIC 		Dimensional International Core Equity 2 ETF
1,313,110
36767.070
+1.19%
8.750
+0.10%
0.520
+6.46%
+6.46%
7064.079
 
BND 		Vanguard Total Bond Market ETF
454,788
34159.130
+1.91%
8.130
+0.15%
0.030
-1.02%
-0.82%
112238.512
 
DFSV 		Dimensional US Small Cap Value ETF
833,023
25307.230
+0.24%
6.020
+0.01%
0.670
+14.75%
+12.50%
4163.796
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
669,040
18933.830
+0.42%
4.500
+0.02%
0.420
+9.47%
+12.06%
4472.406
 
STIP 		iShares 0-5 Year TIPS Bond ETF
177,770
18016.980
-0.62%
4.290
-0.03%
0.230
+1.00%
+2.29%
8138.697
 
VOOG 		Vanguard S&P 500 Growth ETF
49,127
16732.010
-6.83%
3.980
-0.30%
0.140
+18.67%
+34.28%
12629.001
 
IVOV 		Vanguard S&P Mid-Cap 400 Value ETF
170,308
16138.400
-0.52%
3.840
-0.02%
1.780
+15.69%
+16.20%
969.717
 

Stordahl Capital Management, Inc.'s Historical Top Holdings Breakdowns

Stordahl Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOOG 		Vanguard S&P 500 Growth ETF2024-09-30Reduce
-0.30%
●
305.34 ($332.95) 350.41
$363.61
9.21%
Reduce -6.83%
49,127
-3,601
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.20%
●
496.64 ($516.09) 527.7
$547.53
6.09%
Reduce -1.03%
153,215
-1,595
BLV 		Vanguard Long-Term Bond ETF2024-09-30Sold Out
-0.18%
●
69.16 ($73.49) 76.64
$71.08
-3.28%
Sold Out
0
-10,404
BND 		Vanguard Total Bond Market ETF2024-09-30Add
+0.15%
●
71.45 ($74) 75.64
$72.95
-1.42%
Add 1.91%
454,788
8,521
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.13%
●
517.38 ($552.93) 573.76
$595.52
7.70%
Add 4.55%
22,640
986
IVOG 		Vanguard S&P Mid-Cap 400 Growth ETF2024-09-30Add
+0.11%
●
105.49 ($111.27) 116.32
$119.99
7.84%
Add 2.87%
139,460
3,894
DFIC 		Dimensional International Core Equity 2 ETF2024-09-30Add
+0.10%
●
25.37 ($27.09) 28.37
$27.18
0.33%
Add 1.19%
1,313,110
15,384
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.10%
●
434.77 ($473.23) 502.96
$513.55
8.52%
Reduce -50.74%
795
-819
IVE 		iShares S&P 500 Value ETF2024-09-30Add
+0.08%
●
181.06 ($189.95) 197.17
$200.60
5.61%
Add 9.03%
20,078
1,663
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.08%
●
92.67 ($96.67) 99.14
$94.00
-2.76%
Add 9.48%
41,886
3,627

Stordahl Capital Management, Inc. Total Holding History ($B)

To

Stordahl Capital Management, Inc.'s Asset Allocation

To

Stordahl Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stordahl Capital Management, Inc.'s Hypothetical Growth since 2024-09-30

Stordahl Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Stordahl Capital Management, Inc.'s Holdings Heat Map

Size field:

Stordahl Capital Management, Inc.'s Holdings Bubble Chart

Stordahl Capital Management, Inc. News

  • 1

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