Stordahl Capital Management, Inc. Investment Portfolio — 13F Data

CIK: 0001729093

Diversified strategyMomentum followerLong-term holder

Total reported value

$485.5M

Reporting period: 2026-03-31 · Number of holdings: 63

Stordahl Capital Management, Inc. disclosed 63 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $485.5M and a quarterly turnover rate of 3.5%.

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Personality snowflake

Concentration: 34
Portfolio Stability: 3.49
Momentum/Contrarian: 100
Sector conviction: 54.08
Diversification: 100
Sizing Uniformity: 78.96

Stordahl Capital Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.085 — mathematically equivalent to about 12 equally-sized positions, well below its 63 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.10), with a handful of outsized bets alongside many smaller positions.

Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.0 percentage-point tilt) — a pattern consistent with a momentum-following approach.

Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim VOO
+1.4%　-$3.0M
Add DFSV
-2.3%　$1.3M
Add VOOV
+2.8%　$1.1M
Trim SPY
-0.9%　-$824.4K
Add IVOG
+0.5%　$793.2K
Add STIP
+2.4%　$720.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	18.09%	-0.61%	+1.45%
2	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	10.43%	+0.08%	-1.32%
3	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	10.30%	+0.24%	+2.82%
4	DFIC	Dimensional International Co	ETF-Other	9.96%	+0.02%	-2.89%
5	BND	Vanguard Total Bond Market	ETF-Other	7.92%	+0.07%	+1.49%
6	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	6.57%	+0.27%	-2.30%
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.52%	+0.16%	+2.36%
8	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	4.37%	-0.05%	-5.27%
9	IVOG	Vanguard S&p Mid-cap 400 Gro	ETF-Other	3.74%	+0.16%	+0.52%
10	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-Other	3.66%	+0.08%	+1.24%
11	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	3.56%	-0.13%	+5.28%
12	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.99%	+0.05%	+2.48%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.94%	-0.17%	-0.87%
14	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.12%	-0.05%	-4.76%
15	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.08%	-0.14%	-3.70%
16	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.94%	—	-0.29%
17	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.61%	—	-0.49%
18	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.57%	-0.02%	-6.53%
19	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.46%	-0.01%	-3.87%
20	SCHX	Schwab US Large-cap ETF	ETF-Other	0.45%	-0.03%	-2.55%
21	WPC	Wp Carey INC	Stock-Real Estate	0.37%	+0.37%	NEW
22	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.32%	—	-2.46%
23	EFA	Ishares Msci Eafe ETF	ETF-Other	0.30%	-0.02%	-5.84%
24	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.30%	-0.02%	-1.42%
25	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.30%	+0.02%	+6.19%
26	MSFT	Microsoft CORP	Stock-Tech	0.29%	-0.09%	-0.47%
27	AAPL	Apple INC	Stock-Tech	0.24%	-0.03%	-3.25%
28	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.21%	—	-2.04%
29	IWB	Ishares Russell 1000 ETF	ETF-Other	0.20%	-0.14%	-39.41%
30	VIOO	Vanguard S&p Small-cap 600 E	ETF-Other	0.20%	—	-3.81%
31	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.17%	—	-0.20%
32	RTX	Rtx CORP	Stock-Industrials	0.15%	+0.15%	NEW
33	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.15%	—	-1.81%
34	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.14%	-0.02%	-7.10%
35	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.13%	+0.01%	+13.69%
36	IVOO	Vanguard S&p Mid-cap 400 ETF	ETF-Other	0.13%	+0.01%	+2.40%
37	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.13%	—	-2.23%
38	XJH	Ishare Esg Ss S&p Midcap ETF	ETF-Other	0.12%	+0.01%	+8.62%
39	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.12%	—	—
40	WMT	Walmart INC	Stock-Consumer Staples	0.12%	+0.01%	-4.93%
41	AMZN	Amazon.com INC	Stock-Consumer Disc	0.12%	-0.01%	—
42	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.10%	—	-4.11%
43	VTWV	Vanguard Russell 2000 Value	ETF-Small Cap	0.10%	+0.01%	-0.60%
44	CMF	Ishares California Muni Bond	ETF-Other	0.10%	—	—
45	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.09%	—	—
46	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.09%	-0.03%	+0.79%
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.09%	+0.01%	—
48	SBUX	Starbucks CORP	Stock-Consumer Disc	0.09%	+0.01%	—
49	SCHA	Schwab US Small-cap ETF	ETF-Other	0.08%	—	—
50	NUSC	Nuveen Esg Small-cap ETF	ETF-Other	0.07%	—	-2.66%

1–50 of 63

Portfolio Performance

Performance for Q3 2026

+3.2%

Performance Last 4 Quarters

+17.5%

Based on 71% of reported portfolio value with available pricing

Stdev: +10.7%
Beta: +0.77
Alpha: -0.8%
Max Drawdown: -8%
Annualized Perf: +13.5%
Batting Avg vs S&P: +41.7%
Sortino: +2.37
Stutzer: +0.36
Treynor: +0.17
Sterling: +0.84
Calmar: +1.69
Information Ratio: -1.05
Tracking Error: +4.9%
Stdev Down: +5.6%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +28%
Worst 12 Months: +4.3%
Efficiency Ratio: +0.48
Sharpe: +1.24
Stdev Sectors: +8.3%
Skewness: -0.03
Kurtosis: -0.55
Upside Potential: +4.06

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	63	$485.5M	3	1VOO 2DFAS 3VOOV Top holdings2026-03-31 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.IVOG 10.IVOV
2025-12-31	63	$485.8M	3	1VOO 2DFAS 3VOOV Top holdings2025-12-31 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2025-09-30	63	$476.1M	13	1VOO 2DFAS 3VOOV Top holdings2025-09-30 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2025-06-30	64	$450.1M	0	1VOO 2DFAS 3DFIC Top holdings2025-06-30 1.VOO 2.DFAS 3.DFIC 4.VOOV 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2025-03-31	57	$421.7M	100	1VOO 2VOOV 3DFAS Top holdings2025-03-31 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2024-12-31	61	$422.8M	0	1VOO 2DFAS 3VOOV Top holdings2024-12-31 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2024-09-30	51	$420.4M	0	1VOO 2VOOV 3DFAS Top holdings2024-09-30 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2024-06-30	51	$399.6M	0	1VOO 2VOOV 3DFAS Top holdings2024-06-30 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2024-03-31	57	$399.3M	0	1VOO 2VOOV 3DFAS Top holdings2024-03-31 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOG
2023-12-31	52	$367.8M	0	1VOO 2VOOV 3DFAS Top holdings2023-12-31 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2023-09-30	51	$330.8M	0	1VOO 2VOOV 3DFAS Top holdings2023-09-30 1.VOO 2.VOOV 3.DFAS 4.BND 5.DFIC 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOG
2023-06-30	54	$346.8M	0	1VOO 2VOOV 3DFAS Top holdings2023-06-30 1.VOO 2.VOOV 3.DFAS 4.BND 5.DFIC 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2023-03-31	55	$328.4M	0	1VOO 2VOOV 3DFAS Top holdings2023-03-31 1.VOO 2.VOOV 3.DFAS 4.BND 5.DFIC 6.DFSV 7.STIP 8.DFEM 9.IVOV 10.IVOG
2022-12-31	50	$305.3M	0	1VOO 2VOOV 3BND Top holdings2022-12-31 1.VOO 2.VOOV 3.BND 4.DFAS 5.DFIC 6.DFSV 7.STIP 8.IVOV 9.DFEM 10.IVOG
2022-09-30	49	$276.7M	0	1VOO 2BND 3VOOV Top holdings2022-09-30 1.VOO 2.BND 3.VOOV 4.DFAS 5.DFIC 6.STIP 7.DFSV 8.IVOV 9.IVOG 10.VOOG
2022-06-30	50	$263.5M	0	1VOO 2BND 3VOOV Top holdings2022-06-30 1.VOO 2.BND 3.VOOV 4.DFAS 5.STIP 6.DFIC 7.IVOV 8.VOOG 9.IVOG 10.SPY
2022-03-31	55	$269.8M	0	1VOO 2VOOV 3BND Top holdings2022-03-31 1.VOO 2.VOOV 3.BND 4.DFAS 5.STIP 6.VOOG 7.IVOV 8.SPY 9.IVOG 10.VCSH
2021-12-31	49	$268.8M	0	1VOO 2BND 3VOOV Top holdings2021-12-31 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOV 8.IVOG 9.DFAS 10.VCSH
2021-09-30	47	$250.7M	0	1VOO 2BND 3VOOV Top holdings2021-09-30 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.IVOV 7.SPY 8.IVOG 9.VCSH 10.IWM
2021-06-30	47	$246.7M	98	1VOO 2VOOV 3BND Top holdings2021-06-30 1.VOO 2.VOOV 3.BND 4.STIP 5.VOOG 6.IVOV 7.SPY 8.IVOG 9.VCSH 10.IWM
2021-03-31	45	$237.1M	10	1VOO 2VOOV 3BND Top holdings2021-03-31 1.VOO 2.VOOV 3.BND 4.STIP 5.SPY 6.IVOV 7.VOOG 8.IVOG 9.SHY 10.VCSH
2020-12-31	47	$220.5M	14	1VOO 2BND 3VOOV Top holdings2020-12-31 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOG 8.IVOV 9.VCSH 10.IWM
2020-09-30	43	$193.2M	7	1VOO 2BND 3VOOV Top holdings2020-09-30 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOG 8.VCSH 9.IVOV 10.IWM
2020-06-30	41	$180.2M	15	1VOO 2BND 3VOOV Top holdings2020-06-30 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOG 8.VCSH 9.IVOV 10.IWM
2020-03-31	38	$161.8M	42	1VOO 2BND 3VOOV Top holdings2020-03-31 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.VCSH 8.IVOG 9.IVOV 10.VIOO
2019-12-31	46	$247.4M	9	1VOO 2BND 3VOOV Top holdings2019-12-31 1.VOO 2.BND 3.VOOV 4.VIOO 5.VOOG 6.STIP 7.VEA 8.SPY 9.VWO 10.IVOV
2019-09-30	44	$250.6M	4	1VOO 2BND 3VIOO Top holdings2019-09-30 1.VOO 2.BND 3.VIOO 4.VOOV 5.VOOG 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOV
2019-06-30	48	$257.7M	5	1VOO 2VIOO 3BND Top holdings2019-06-30 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOG
2019-03-31	49	$246.1M	19	1VOO 2VIOO 3BND Top holdings2019-03-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOG
2018-12-31	42	$204.4M	12	1VOO 2VIOO 3BND Top holdings2018-12-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOG
2018-09-30	43	$223.9M	4	1VOO 2VIOO 3BND Top holdings2018-09-30 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.SPY 9.VWO 10.IVOV
2018-06-30	43	$222.6M	6	1VOO 2VIOO 3BND Top holdings2018-06-30 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.SPY 9.VWO 10.IVOG
2018-03-31	43	$210.3M	6	1VOO 2VIOO 3BND Top holdings2018-03-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.SPY 8.STIP 9.VWO 10.IVOG
2017-12-31	43	$210.4M	0	1VOO 2VIOO 3BND Top holdings2017-12-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.SPY 7.VEA 8.STIP 9.VWO 10.IVOG

Holding changes this quarter

Stordahl Capital Management, Inc.'s most significant position changes for 2026-03-31: New buy: Wp Carey INC (WPC); New buy: Rtx CORP (RTX); Sold out: Wells Fargo & Co (WFC); Sold out: Nuveen Esg US Aggregate Bond (NUBD); Add: Vanguard S&p 500 ETF (VOO) — shares +1.45%.

Position changes disclosed by Stordahl Capital Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFSV	Dimensional US Small Cap Val	+0.3%	-2.30%	Trim
2	VOOV	Vanguard S&p 500 Value ETF	+0.2%	+2.82%	Add
3	IVOG	Vanguard S&p Mid-cap 400 Gro	+0.2%	+0.52%	Add
4	STIP	Ishares 0-5 Year Tips Bond E	+0.2%	+2.36%	Add
5	IVOV	Vanguard S&p Mid-cap 400 Val	+0.1%	+1.24%	Add
6	DFAS	Dimensional US Small Cap ETF	+0.1%	-1.32%	Trim
7	BND	Vanguard Total Bond Market	+0.1%	+1.49%	Add
8	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+2.48%	Add
9	ESML	Ishares Esg Aware Msci USA S	0%	+6.19%	Add
10	DFIC	Dimensional International Co	0%	-2.89%	Trim
11	VTEB	Vanguard Tax-exempt Bond ETF	0%	+13.69%	Add
12	COST	Costco Wholesale CORP	0%	—	Unchanged
13	XJH	Ishare Esg Ss S&p Midcap ETF	0%	+8.62%	Add
14	WMT	Walmart INC	0%	-4.93%	Trim
15	IVOO	Vanguard S&p Mid-cap 400 ETF	0%	+2.40%	Add
16	SBUX	Starbucks CORP	0%	—	Unchanged
17	VTWV	Vanguard Russell 2000 Value	0%	-0.60%	Trim
18	IEF	Ishares 7-10 Year Treasury B	—	-0.49%	Trim
19	IVE	Ishares S&p 500 Value ETF	—	-0.29%	Trim
20	IWN	Ishares Russell 2000 Value E	—	-2.46%	Trim
21	VUG	Vanguard Growth ETF	—	—	Unchanged
22	QQQ	Invesco Qqq Trust Series 1	—	—	Unchanged
23	SCHM	Schwab US Mid Cap ETF	—	—	Unchanged
24	SHY	Ishares 1-3 Year Treasury Bo	—	-2.23%	Trim
25	IJJ	Ishares S&p Mid-cap 400 Valu	0%	-3.87%	Trim
26	AMZN	Amazon.com INC	0%	—	Unchanged
27	LLY	Eli Lilly & Co	0%	—	Unchanged
28	META	Meta Platforms Inc-class A	0%	-0.96%	Trim
29	GOOG	Alphabet Inc-cl C	0%	-3.67%	Trim
30	BRK-B	Berkshire Hathaway Inc-cl B	0%	-29.78%	Trim
31	VTI	Vanguard Total Stock Mkt ETF	0%	-1.42%	Trim
32	IJK	Ishares S&p Mid-cap 400 Grow	0%	-6.53%	Trim
33	IWO	Ishares Russell 2000 Growth	0%	-7.10%	Trim
34	EFA	Ishares Msci Eafe ETF	0%	-5.84%	Trim
35	SCHX	Schwab US Large-cap ETF	0%	-2.55%	Trim
36	OMER	Omeros CORP	0%	—	Unchanged
37	AAPL	Apple INC	0%	-3.25%	Trim
38	IBIT	Ishares Bitcoin Trust ETF	0%	+0.79%	Add
39	IWM	Ishares Russell 2000 ETF	-0.1%	-4.76%	Trim
40	DFEM	Dimensional Emrg Mrkt Core	-0.1%	-5.27%	Trim
41	MSFT	Microsoft CORP	-0.1%	-0.47%	Trim
42	VOOG	Vanguard S&p 500 Growth ETF	-0.1%	+5.28%	Add
43	IWB	Ishares Russell 1000 ETF	-0.1%	-39.41%	Trim
44	IVW	Ishares S&p 500 Growth ETF	-0.1%	-3.70%	Trim
45	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-0.87%	Trim
46	VOO	Vanguard S&p 500 ETF	-0.6%	+1.45%	Add
47	WPC	Wp Carey INC	—	NEW	New buy
48	RTX	Rtx CORP	—	NEW	New buy
49	WFC	Wells Fargo & Co	—	EXIT	Sold out
50	NUBD	Nuveen Esg US Aggregate Bond	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-15	13F-HR	View on EDGAR
2025-12-31	2026-01-27	13F-HR	View on EDGAR
2025-09-30	2025-11-05	13F-HR	View on EDGAR
2025-06-30	2025-07-29	13F-HR	View on EDGAR
2025-03-31	2025-05-05	13F-HR	View on EDGAR
2024-12-31	2025-01-23	13F-HR	View on EDGAR
2024-09-30	2024-10-08	13F-HR	View on EDGAR
2024-06-30	2024-07-15	13F-HR	View on EDGAR
2024-03-31	2024-04-18	13F-HR	View on EDGAR
2023-12-31	2024-01-17	13F-HR	View on EDGAR
2023-09-30	2023-10-13	13F-HR	View on EDGAR
2023-06-30	2023-07-21	13F-HR	View on EDGAR
2023-03-31	2023-05-04	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-09	13F-HR	View on EDGAR
2021-06-30	2021-07-23	13F-HR	View on EDGAR
2021-03-31	2021-04-30	13F-HR	View on EDGAR
2020-12-31	2021-01-20	13F-HR	View on EDGAR
2020-09-30	2020-11-09	13F-HR	View on EDGAR
2020-06-30	2020-08-07	13F-HR	View on EDGAR
2020-03-31	2020-05-04	13F-HR	View on EDGAR
2019-12-31	2020-01-16	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-07-22	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-02-08	13F-HR	View on EDGAR
2018-09-30	2018-10-26	13F-HR	View on EDGAR
2018-06-30	2018-07-25	13F-HR	View on EDGAR
2018-03-31	2018-04-23	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR

FAQ

What is Stordahl Capital Management, Inc. and what type of investor is it?

Stordahl Capital Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $485.5M, spread across 63 disclosed positions.

What are Stordahl Capital Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Stordahl Capital Management, Inc.'s top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $87.8M (18.1%) 2. Dimensional US Small Cap ETF (DFAS) — $50.6M (10.4%) 3. Vanguard S&p 500 Value ETF (VOOV) — $50.0M (10.3%) 4. Dimensional International Co (DFIC) — $48.4M (10.0%) 5. Vanguard Total Bond Market (BND) — $38.5M (7.9%)

What changes did Stordahl Capital Management, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Stordahl Capital Management, Inc. made 42 notable position adjustments: 2 new positions were initiated, 13 existing holdings were added to, 25 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Wp Carey INC (WPC); New buy: Rtx CORP (RTX); Sold out: Wells Fargo & Co (WFC); Sold out: Nuveen Esg US Aggregate Bond (NUBD); Add: Vanguard S&p 500 ETF (VOO) — shares +1.45%

What sectors does Stordahl Capital Management, Inc. focus on?

Stordahl Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.3% • Real Estate: 20.9% • Consumer Staples: 12.0% • Consumer Discretionary: 11.6% • Industrials: 8.6% • Communication Services: 6.9%

Peer Institutions

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Total reported value

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Sector conviction100.0

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Riggs Asset Managment Co. Inc.

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Advisory Services & Investments, LLC

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Vanguard Advisers INC

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Stordahl Capital Management, Inc. Investment Portfolio — 13F Data

CIK: 0001729093

Diversified strategyMomentum followerLong-term holder

Total reported value

$485.5M

Reporting period: 2026-03-31 · Number of holdings: 63

Stordahl Capital Management, Inc. disclosed 63 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $485.5M and a quarterly turnover rate of 3.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 34
Portfolio Stability: 3.49
Momentum/Contrarian: 100
Sector conviction: 54.08
Diversification: 100
Sizing Uniformity: 78.96

Position sizes vary widely across the portfolio (a coefficient of variation of 2.10), with a handful of outsized bets alongside many smaller positions.

Recent moves

Trim VOO
+1.4%　-$3.0M
Add DFSV
-2.3%　$1.3M
Add VOOV
+2.8%　$1.1M
Trim SPY
-0.9%　-$824.4K
Add IVOG
+0.5%　$793.2K
Add STIP
+2.4%　$720.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	18.09%	-0.61%	+1.45%
2	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	10.43%	+0.08%	-1.32%
3	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	10.30%	+0.24%	+2.82%
4	DFIC	Dimensional International Co	ETF-Other	9.96%	+0.02%	-2.89%
5	BND	Vanguard Total Bond Market	ETF-Other	7.92%	+0.07%	+1.49%
6	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	6.57%	+0.27%	-2.30%
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.52%	+0.16%	+2.36%
8	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	4.37%	-0.05%	-5.27%
9	IVOG	Vanguard S&p Mid-cap 400 Gro	ETF-Other	3.74%	+0.16%	+0.52%
10	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-Other	3.66%	+0.08%	+1.24%
11	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	3.56%	-0.13%	+5.28%
12	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.99%	+0.05%	+2.48%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.94%	-0.17%	-0.87%
14	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.12%	-0.05%	-4.76%
15	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.08%	-0.14%	-3.70%
16	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.94%	—	-0.29%
17	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.61%	—	-0.49%
18	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.57%	-0.02%	-6.53%
19	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.46%	-0.01%	-3.87%
20	SCHX	Schwab US Large-cap ETF	ETF-Other	0.45%	-0.03%	-2.55%
21	WPC	Wp Carey INC	Stock-Real Estate	0.37%	+0.37%	NEW
22	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.32%	—	-2.46%
23	EFA	Ishares Msci Eafe ETF	ETF-Other	0.30%	-0.02%	-5.84%
24	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.30%	-0.02%	-1.42%
25	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.30%	+0.02%	+6.19%
26	MSFT	Microsoft CORP	Stock-Tech	0.29%	-0.09%	-0.47%
27	AAPL	Apple INC	Stock-Tech	0.24%	-0.03%	-3.25%
28	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.21%	—	-2.04%
29	IWB	Ishares Russell 1000 ETF	ETF-Other	0.20%	-0.14%	-39.41%
30	VIOO	Vanguard S&p Small-cap 600 E	ETF-Other	0.20%	—	-3.81%
31	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.17%	—	-0.20%
32	RTX	Rtx CORP	Stock-Industrials	0.15%	+0.15%	NEW
33	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.15%	—	-1.81%
34	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.14%	-0.02%	-7.10%
35	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.13%	+0.01%	+13.69%
36	IVOO	Vanguard S&p Mid-cap 400 ETF	ETF-Other	0.13%	+0.01%	+2.40%
37	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.13%	—	-2.23%
38	XJH	Ishare Esg Ss S&p Midcap ETF	ETF-Other	0.12%	+0.01%	+8.62%
39	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.12%	—	—
40	WMT	Walmart INC	Stock-Consumer Staples	0.12%	+0.01%	-4.93%
41	AMZN	Amazon.com INC	Stock-Consumer Disc	0.12%	-0.01%	—
42	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.10%	—	-4.11%
43	VTWV	Vanguard Russell 2000 Value	ETF-Small Cap	0.10%	+0.01%	-0.60%
44	CMF	Ishares California Muni Bond	ETF-Other	0.10%	—	—
45	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.09%	—	—
46	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.09%	-0.03%	+0.79%
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.09%	+0.01%	—
48	SBUX	Starbucks CORP	Stock-Consumer Disc	0.09%	+0.01%	—
49	SCHA	Schwab US Small-cap ETF	ETF-Other	0.08%	—	—
50	NUSC	Nuveen Esg Small-cap ETF	ETF-Other	0.07%	—	-2.66%

1–50 of 63

Portfolio Performance

Performance for Q3 2026

+3.2%

Performance Last 4 Quarters

+17.5%

Based on 71% of reported portfolio value with available pricing

Stdev: +10.7%
Beta: +0.77
Alpha: -0.8%
Max Drawdown: -8%
Annualized Perf: +13.5%
Batting Avg vs S&P: +41.7%
Sortino: +2.37
Stutzer: +0.36
Treynor: +0.17
Sterling: +0.84
Calmar: +1.69
Information Ratio: -1.05
Tracking Error: +4.9%
Stdev Down: +5.6%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +28%
Worst 12 Months: +4.3%
Efficiency Ratio: +0.48
Sharpe: +1.24
Stdev Sectors: +8.3%
Skewness: -0.03
Kurtosis: -0.55
Upside Potential: +4.06

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	63	$485.5M	3	1VOO 2DFAS 3VOOV Top holdings2026-03-31 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.IVOG 10.IVOV
2025-12-31	63	$485.8M	3	1VOO 2DFAS 3VOOV Top holdings2025-12-31 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2025-09-30	63	$476.1M	13	1VOO 2DFAS 3VOOV Top holdings2025-09-30 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2025-06-30	64	$450.1M	0	1VOO 2DFAS 3DFIC Top holdings2025-06-30 1.VOO 2.DFAS 3.DFIC 4.VOOV 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2025-03-31	57	$421.7M	100	1VOO 2VOOV 3DFAS Top holdings2025-03-31 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2024-12-31	61	$422.8M	0	1VOO 2DFAS 3VOOV Top holdings2024-12-31 1.VOO 2.DFAS 3.VOOV 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2024-09-30	51	$420.4M	0	1VOO 2VOOV 3DFAS Top holdings2024-09-30 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2024-06-30	51	$399.6M	0	1VOO 2VOOV 3DFAS Top holdings2024-06-30 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.DFEM 8.STIP 9.VOOG 10.IVOV
2024-03-31	57	$399.3M	0	1VOO 2VOOV 3DFAS Top holdings2024-03-31 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOG
2023-12-31	52	$367.8M	0	1VOO 2VOOV 3DFAS Top holdings2023-12-31 1.VOO 2.VOOV 3.DFAS 4.DFIC 5.BND 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2023-09-30	51	$330.8M	0	1VOO 2VOOV 3DFAS Top holdings2023-09-30 1.VOO 2.VOOV 3.DFAS 4.BND 5.DFIC 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOG
2023-06-30	54	$346.8M	0	1VOO 2VOOV 3DFAS Top holdings2023-06-30 1.VOO 2.VOOV 3.DFAS 4.BND 5.DFIC 6.DFSV 7.STIP 8.DFEM 9.VOOG 10.IVOV
2023-03-31	55	$328.4M	0	1VOO 2VOOV 3DFAS Top holdings2023-03-31 1.VOO 2.VOOV 3.DFAS 4.BND 5.DFIC 6.DFSV 7.STIP 8.DFEM 9.IVOV 10.IVOG
2022-12-31	50	$305.3M	0	1VOO 2VOOV 3BND Top holdings2022-12-31 1.VOO 2.VOOV 3.BND 4.DFAS 5.DFIC 6.DFSV 7.STIP 8.IVOV 9.DFEM 10.IVOG
2022-09-30	49	$276.7M	0	1VOO 2BND 3VOOV Top holdings2022-09-30 1.VOO 2.BND 3.VOOV 4.DFAS 5.DFIC 6.STIP 7.DFSV 8.IVOV 9.IVOG 10.VOOG
2022-06-30	50	$263.5M	0	1VOO 2BND 3VOOV Top holdings2022-06-30 1.VOO 2.BND 3.VOOV 4.DFAS 5.STIP 6.DFIC 7.IVOV 8.VOOG 9.IVOG 10.SPY
2022-03-31	55	$269.8M	0	1VOO 2VOOV 3BND Top holdings2022-03-31 1.VOO 2.VOOV 3.BND 4.DFAS 5.STIP 6.VOOG 7.IVOV 8.SPY 9.IVOG 10.VCSH
2021-12-31	49	$268.8M	0	1VOO 2BND 3VOOV Top holdings2021-12-31 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOV 8.IVOG 9.DFAS 10.VCSH
2021-09-30	47	$250.7M	0	1VOO 2BND 3VOOV Top holdings2021-09-30 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.IVOV 7.SPY 8.IVOG 9.VCSH 10.IWM
2021-06-30	47	$246.7M	98	1VOO 2VOOV 3BND Top holdings2021-06-30 1.VOO 2.VOOV 3.BND 4.STIP 5.VOOG 6.IVOV 7.SPY 8.IVOG 9.VCSH 10.IWM
2021-03-31	45	$237.1M	10	1VOO 2VOOV 3BND Top holdings2021-03-31 1.VOO 2.VOOV 3.BND 4.STIP 5.SPY 6.IVOV 7.VOOG 8.IVOG 9.SHY 10.VCSH
2020-12-31	47	$220.5M	14	1VOO 2BND 3VOOV Top holdings2020-12-31 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOG 8.IVOV 9.VCSH 10.IWM
2020-09-30	43	$193.2M	7	1VOO 2BND 3VOOV Top holdings2020-09-30 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOG 8.VCSH 9.IVOV 10.IWM
2020-06-30	41	$180.2M	15	1VOO 2BND 3VOOV Top holdings2020-06-30 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.IVOG 8.VCSH 9.IVOV 10.IWM
2020-03-31	38	$161.8M	42	1VOO 2BND 3VOOV Top holdings2020-03-31 1.VOO 2.BND 3.VOOV 4.STIP 5.VOOG 6.SPY 7.VCSH 8.IVOG 9.IVOV 10.VIOO
2019-12-31	46	$247.4M	9	1VOO 2BND 3VOOV Top holdings2019-12-31 1.VOO 2.BND 3.VOOV 4.VIOO 5.VOOG 6.STIP 7.VEA 8.SPY 9.VWO 10.IVOV
2019-09-30	44	$250.6M	4	1VOO 2BND 3VIOO Top holdings2019-09-30 1.VOO 2.BND 3.VIOO 4.VOOV 5.VOOG 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOV
2019-06-30	48	$257.7M	5	1VOO 2VIOO 3BND Top holdings2019-06-30 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOG
2019-03-31	49	$246.1M	19	1VOO 2VIOO 3BND Top holdings2019-03-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOG
2018-12-31	42	$204.4M	12	1VOO 2VIOO 3BND Top holdings2018-12-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.VWO 9.SPY 10.IVOG
2018-09-30	43	$223.9M	4	1VOO 2VIOO 3BND Top holdings2018-09-30 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.SPY 9.VWO 10.IVOV
2018-06-30	43	$222.6M	6	1VOO 2VIOO 3BND Top holdings2018-06-30 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.STIP 8.SPY 9.VWO 10.IVOG
2018-03-31	43	$210.3M	6	1VOO 2VIOO 3BND Top holdings2018-03-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.VEA 7.SPY 8.STIP 9.VWO 10.IVOG
2017-12-31	43	$210.4M	0	1VOO 2VIOO 3BND Top holdings2017-12-31 1.VOO 2.VIOO 3.BND 4.VOOG 5.VOOV 6.SPY 7.VEA 8.STIP 9.VWO 10.IVOG

Holding changes this quarter

Position changes disclosed by Stordahl Capital Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFSV	Dimensional US Small Cap Val	+0.3%	-2.30%	Trim
2	VOOV	Vanguard S&p 500 Value ETF	+0.2%	+2.82%	Add
3	IVOG	Vanguard S&p Mid-cap 400 Gro	+0.2%	+0.52%	Add
4	STIP	Ishares 0-5 Year Tips Bond E	+0.2%	+2.36%	Add
5	IVOV	Vanguard S&p Mid-cap 400 Val	+0.1%	+1.24%	Add
6	DFAS	Dimensional US Small Cap ETF	+0.1%	-1.32%	Trim
7	BND	Vanguard Total Bond Market	+0.1%	+1.49%	Add
8	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+2.48%	Add
9	ESML	Ishares Esg Aware Msci USA S	0%	+6.19%	Add
10	DFIC	Dimensional International Co	0%	-2.89%	Trim
11	VTEB	Vanguard Tax-exempt Bond ETF	0%	+13.69%	Add
12	COST	Costco Wholesale CORP	0%	—	Unchanged
13	XJH	Ishare Esg Ss S&p Midcap ETF	0%	+8.62%	Add
14	WMT	Walmart INC	0%	-4.93%	Trim
15	IVOO	Vanguard S&p Mid-cap 400 ETF	0%	+2.40%	Add
16	SBUX	Starbucks CORP	0%	—	Unchanged
17	VTWV	Vanguard Russell 2000 Value	0%	-0.60%	Trim
18	IEF	Ishares 7-10 Year Treasury B	—	-0.49%	Trim
19	IVE	Ishares S&p 500 Value ETF	—	-0.29%	Trim
20	IWN	Ishares Russell 2000 Value E	—	-2.46%	Trim
21	VUG	Vanguard Growth ETF	—	—	Unchanged
22	QQQ	Invesco Qqq Trust Series 1	—	—	Unchanged
23	SCHM	Schwab US Mid Cap ETF	—	—	Unchanged
24	SHY	Ishares 1-3 Year Treasury Bo	—	-2.23%	Trim
25	IJJ	Ishares S&p Mid-cap 400 Valu	0%	-3.87%	Trim
26	AMZN	Amazon.com INC	0%	—	Unchanged
27	LLY	Eli Lilly & Co	0%	—	Unchanged
28	META	Meta Platforms Inc-class A	0%	-0.96%	Trim
29	GOOG	Alphabet Inc-cl C	0%	-3.67%	Trim
30	BRK-B	Berkshire Hathaway Inc-cl B	0%	-29.78%	Trim
31	VTI	Vanguard Total Stock Mkt ETF	0%	-1.42%	Trim
32	IJK	Ishares S&p Mid-cap 400 Grow	0%	-6.53%	Trim
33	IWO	Ishares Russell 2000 Growth	0%	-7.10%	Trim
34	EFA	Ishares Msci Eafe ETF	0%	-5.84%	Trim
35	SCHX	Schwab US Large-cap ETF	0%	-2.55%	Trim
36	OMER	Omeros CORP	0%	—	Unchanged
37	AAPL	Apple INC	0%	-3.25%	Trim
38	IBIT	Ishares Bitcoin Trust ETF	0%	+0.79%	Add
39	IWM	Ishares Russell 2000 ETF	-0.1%	-4.76%	Trim
40	DFEM	Dimensional Emrg Mrkt Core	-0.1%	-5.27%	Trim
41	MSFT	Microsoft CORP	-0.1%	-0.47%	Trim
42	VOOG	Vanguard S&p 500 Growth ETF	-0.1%	+5.28%	Add
43	IWB	Ishares Russell 1000 ETF	-0.1%	-39.41%	Trim
44	IVW	Ishares S&p 500 Growth ETF	-0.1%	-3.70%	Trim
45	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-0.87%	Trim
46	VOO	Vanguard S&p 500 ETF	-0.6%	+1.45%	Add
47	WPC	Wp Carey INC	—	NEW	New buy
48	RTX	Rtx CORP	—	NEW	New buy
49	WFC	Wells Fargo & Co	—	EXIT	Sold out
50	NUBD	Nuveen Esg US Aggregate Bond	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-15	13F-HR	View on EDGAR
2025-12-31	2026-01-27	13F-HR	View on EDGAR
2025-09-30	2025-11-05	13F-HR	View on EDGAR
2025-06-30	2025-07-29	13F-HR	View on EDGAR
2025-03-31	2025-05-05	13F-HR	View on EDGAR
2024-12-31	2025-01-23	13F-HR	View on EDGAR
2024-09-30	2024-10-08	13F-HR	View on EDGAR
2024-06-30	2024-07-15	13F-HR	View on EDGAR
2024-03-31	2024-04-18	13F-HR	View on EDGAR
2023-12-31	2024-01-17	13F-HR	View on EDGAR
2023-09-30	2023-10-13	13F-HR	View on EDGAR
2023-06-30	2023-07-21	13F-HR	View on EDGAR
2023-03-31	2023-05-04	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-09	13F-HR	View on EDGAR
2021-06-30	2021-07-23	13F-HR	View on EDGAR
2021-03-31	2021-04-30	13F-HR	View on EDGAR
2020-12-31	2021-01-20	13F-HR	View on EDGAR
2020-09-30	2020-11-09	13F-HR	View on EDGAR
2020-06-30	2020-08-07	13F-HR	View on EDGAR
2020-03-31	2020-05-04	13F-HR	View on EDGAR
2019-12-31	2020-01-16	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-07-22	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-02-08	13F-HR	View on EDGAR
2018-09-30	2018-10-26	13F-HR	View on EDGAR
2018-06-30	2018-07-25	13F-HR	View on EDGAR
2018-03-31	2018-04-23	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR