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
+0.35%
-0.79%
539292.493
 
VOOV 		Vanguard S&P 500 Value ETF
239,676
45557.600
-0.26%
10.840
-0.03%
0.910
-4.52%
-0.70%
5224.751
 
DFAS 		Dimensional U.S. Small Cap ETF
672,288
43093.650
-0.21%
10.250
-0.02%
0.490
-0.91%
-0.86%
9379.637
 
DFIC 		Dimensional International Core Equity 2 ETF
1,313,110
36767.070
+1.19%
8.750
+0.10%
0.520
-7.90%
-1.16%
7087.346
 
BND 		Vanguard Total Bond Market ETF
454,788
34159.130
+1.91%
8.130
+0.15%
0.030
-3.48%
-0.91%
117963.130
 
DFSV 		Dimensional US Small Cap Value ETF
833,023
25307.230
+0.24%
6.020
+0.01%
0.670
-1.07%
-0.81%
4176.498
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
669,040
18933.830
+0.42%
4.500
+0.02%
0.420
-9.82%
-3.21%
4256.257
 
STIP 		iShares 0-5 Year TIPS Bond ETF
177,770
18016.980
-0.62%
4.290
-0.03%
0.230
-0.42%
+0.12%
10741.271
 
VOOG 		Vanguard S&P 500 Growth ETF
49,127
16732.010
-6.83%
3.980
-0.30%
0.140
+3.92%
-0.77%
13139.589
 
IVOV 		Vanguard S&P Mid-Cap 400 Value ETF
170,308
16138.400
-0.52%
3.840
-0.02%
1.780
-0.91%
+0.12%
937.050
 

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
IVOV 		Vanguard S&P Mid-Cap 400 Value ETF2023-03-31Add
+2.01%
●
74.3 ($81.44) 88.45
$95.60
17.38%
Add 107.17%
162,096
83,852
IVOG 		Vanguard S&P Mid-Cap 400 Growth ETF2023-03-31Add
+2.01%
●
83.9 ($88.47) 92.5
$113.07
27.81%
Add 112.86%
140,094
74,278
IEF 		iShares 7-10 Year Treasury Bond ETF2023-12-31Add
+0.80%
●
88.95 ($92.48) 97
$91.14
-1.45%
Add 210.62%
45,174
30,631
SHY 		iShares 1-3 Year Treasury Bond ETF2023-09-30Reduce
-0.72%
●
80.71 ($80.98) 81.38
$81.82
1.04%
Reduce -65.3%
16,482
-31,015
VOO 		Vanguard S&P 500 ETF2023-12-31Reduce
-0.57%
●
377.32 ($409.4) 438.19
$534.67
30.60%
Reduce -3.02%
153,508
-4,775
VOO 		Vanguard S&P 500 ETF2023-03-31Add
+0.55%
●
347.23 ($365.38) 381.37
$534.67
46.33%
Add 3.04%
162,080
4,786
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+0.55%
●
429.43 ($457.68) 481.35
$534.67
16.82%
Add 3%
158,114
4,606
DFAS 		Dimensional U.S. Small Cap ETF2023-06-30Add
+0.51%
●
49.7 ($52.04) 54.8
$64.53
24.00%
Add 5.52%
622,643
32,584
BND 		Vanguard Total Bond Market ETF2023-12-31Reduce
-0.46%
●
68.04 ($70.6) 73.9
$71.23
0.89%
Reduce -5.19%
402,406
-22,006
VOO 		Vanguard S&P 500 ETF2023-09-30Reduce
-0.46%
●
392.7 ($408.89) 420.68
$534.67
30.76%
Reduce -2.43%
158,283
-3,934

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

Discussions on Stordahl Capital Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.