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CIK: 0001729093
Total reported value
$545.9M
$545.9M
57 檔
41.3%
As reported in its official Q1 2024 Form 13F filing, Stordahl Capital Management, Inc.'s tracked investment portfolio stood at $545.9M with 57 total positions.
During Q1 2024, Stordahl Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.04% | +0.31% | +3.00% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 10.77% | -0.27% | +2.15% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 10.41% | +0.49% | +3.07% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.56% | -0.43% | +4.52% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.66% | -0.47% | +4.69% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.20% | -0.08% | +3.30% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.21% | -0.27% | +4.13% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.20% | -0.05% | +5.15% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.07% | +0.22% | -0.01% | |
| 10 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 4.01% | +0.17% | +6.93% | |
| 11 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.76% | +0.02% | +4.74% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.09% | +0.02% | -1.39% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.92% | -0.14% | +4.45% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | +0.06% | -1.78% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.08% | -3.33% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.07% | -0.08% | — | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | -0.05% | -0.89% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.65% | +0.01% | -1.49% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.61% | — | -2.88% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.50% | -0.01% | -0.82% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.37% | +0.01% | +0.03% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.17% | -4.11% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | — | -28.81% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.02% | -1.72% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | — | -10.06% | |
| 26 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.24% | — | -10.98% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.23% | +0.02% | -2.92% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.01% | -11.06% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.02% | -3.27% | |
| 30 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.19% | — | +1.14% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | — | +4.35% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.18% | +0.01% | -2.29% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | -7.58% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.03% | +2.07% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.12% | +0.03% | +0.63% | |
| 37 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.11% | — | +10.74% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.11% | +0.01% | -5.09% | |
| 39 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.10% | — | -1.74% | |
| 40 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.08% | +0.01% | +0.51% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | +192.28% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | +0.02% | -0.91% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | -0.01% | -12.80% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.01% | — | |
| 46 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.07% | +0.02% | +0.57% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | +0.04% | NEW | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | — | |
| 49 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.06% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | +0.04% | — |
According to official SEC Form 13F filings, Stordahl Capital Management, Inc. reported a total U.S. public equity portfolio value of $545.9M across 57 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VOOV, DFAS) accounted for 41.3% of total reported equity market value during Q1 2024.
During Q1 2024, Stordahl Capital Management, Inc.'s top holdings by market value included VOO (19.0%)、VOOV (10.8%)、DFAS (10.4%). The largest single position, VOO, represented 19.0% of total portfolio value.
In Q1 2024, Stordahl Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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