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Stordahl Capital Management

Latest statistics and disclosures from Stordahl Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VOOV, DFAS, DFIC, BND, and represent 57.13% of Stordahl Capital Management's stock portfolio.
Added to shares of these 10 stocks: VOO, DFIC, DFAS, DFSV, VOOV, DFEM, BND, IVOG, IVOV, ESML.
Started 1 new stock position in CMF.
Reduced shares in these 10 stocks: PI, SRE, GOOG, AVLV, BX, SCHX, OMER, VUG, VEA, IWO.
Sold out of its positions in GOOG, AVLV, BX, PI, SRE.
Stordahl Capital Management was a net buyer of stock by $10M.
Stordahl Capital Management has $422M in assets under management (AUM), dropping by -0.26%.
Central Index Key (CIK): 0001729093

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Positions held by Stordahl Capital Management consolidated in one spreadsheet with up to 7 years of data

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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	+3%	154k	513.91	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	10.3	$44M		237k	184.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.0	$42M	+4%	704k	59.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.5	$40M	+6%	1.4M	27.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.6	$36M		492k	73.45	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.8	$25M	+3%	872k	28.15	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.7	$20M		192k	103.47	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$19M	+2%	710k	26.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	3.8	$16M		49k	334.48	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	3.7	$16M	+2%	168k	92.04	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	3.4	$14M	+3%	140k	103.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.2	$13M		170k	78.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$13M		23k	559.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$5.2M		26k	199.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$4.6M		49k	92.83	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$3.9M		41k	95.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$3.9M		20k	190.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.4M	-2%	109k	22.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$2.4M	+2%	28k	83.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$2.0M		17k	119.73	View chart
Microsoft Corporation (MSFT)	0.4	$1.9M	+2%	5.1k	375.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$1.5M	+4%	10k	150.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.4M		4.5k	306.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		15k	81.73	View chart
Apple (AAPL)	0.3	$1.1M		4.8k	222.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$864k	-2%	17k	50.83	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$829k		8.6k	96.51	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$812k	+49%	21k	38.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$756k	+7%	9.1k	82.73	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$666k		8.3k	80.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$632k	-3%	2.5k	255.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$609k		14k	45.26	View chart
Amazon (AMZN)	0.1	$581k	+3%	3.1k	190.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$515k		20k	26.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$504k		947.00	532.58	View chart
Starbucks Corporation (SBUX)	0.1	$490k		5.0k	98.09	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$473k	+6%	4.8k	98.70	View chart
Wal-Mart Stores (WMT)	0.1	$450k		5.1k	87.79	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$430k		9.9k	43.70	View chart
Costco Wholesale Corporation (COST)	0.1	$418k		442.00	945.78	View chart
Meta Platforms Cl A (META)	0.1	$398k	-5%	691.00	576.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$373k		795.00	468.92	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$361k		2.7k	133.09	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.1	$333k	+44%	8.5k	39.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$317k	+44%	6.4k	49.62	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$308k		8.0k	38.34	View chart
Eli Lilly & Co. (LLY)	0.1	$307k	+6%	372.00	826.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$300k	-4%	13k	23.43	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$297k	+33%	6.3k	46.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$291k	-3%	2.9k	98.92	View chart
Wells Fargo & Company (WFC)	0.1	$291k	+2%	4.0k	71.79	View chart
Omeros Corporation (OMER)	0.1	$268k	-18%	33k	8.22	View chart
Procter & Gamble Company (PG)	0.1	$233k	+2%	1.4k	170.43	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$229k		10k	22.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$220k		392.00	561.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$208k	-12%	560.00	370.82	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$207k	NEW	3.7k	56.28	View chart

Past Filings by Stordahl Capital Management

SEC 13F filings are viewable for Stordahl Capital Management going back to 2017

Stordahl Capital Management 2025 Q1 filed May 5, 2025
Stordahl Capital Management 2024 Q4 filed Jan. 23, 2025
Stordahl Capital Management 2024 Q3 filed Oct. 8, 2024
Stordahl Capital Management 2024 Q2 filed July 15, 2024
Stordahl Capital Management 2024 Q1 filed April 18, 2024
Stordahl Capital Management 2023 Q4 filed Jan. 17, 2024
Stordahl Capital Management 2023 Q3 filed Oct. 13, 2023
Stordahl Capital Management 2023 Q2 filed July 21, 2023
Stordahl Capital Management 2023 Q1 filed May 4, 2023
Stordahl Capital Management 2022 Q4 filed Feb. 10, 2023
Stordahl Capital Management 2022 Q3 filed Nov. 14, 2022
Stordahl Capital Management 2022 Q2 filed Aug. 4, 2022
Stordahl Capital Management 2022 Q1 filed May 6, 2022
Stordahl Capital Management 2021 Q4 filed Feb. 10, 2022
Stordahl Capital Management 2021 Q3 filed Nov. 9, 2021
Stordahl Capital Management 2021 Q2 filed July 23, 2021

View all past filings

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