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CIK: 0001729093
Total reported value
$545.9M
$545.9M
57 檔
44.1%
According to the latest 13F quarterly dataset, Stordahl Capital Management, Inc. managed an equity portfolio of $545.9M at the end of Q1 2025, spanning 57 distinct U.S. exchange-listed positions.
In Q1 2025, Stordahl Capital Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.71% | +0.31% | +3.57% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 10.34% | -0.27% | +1.97% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.97% | +0.49% | +4.44% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 9.53% | -0.43% | +6.09% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 8.57% | -0.47% | +1.44% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.82% | -0.08% | +3.94% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.70% | -0.27% | +1.18% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.45% | -0.05% | +2.93% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.85% | +0.22% | +0.78% | |
| 10 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.68% | +0.02% | +2.07% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 3.42% | +0.17% | +3.20% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.19% | -0.14% | +1.22% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.99% | +0.02% | -0.02% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.24% | +0.06% | +0.09% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | +0.08% | +0.06% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.93% | -0.08% | -0.54% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | -0.05% | +1.17% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.57% | — | -2.75% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.56% | +0.01% | +2.49% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.47% | -0.01% | -0.02% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | +0.17% | +2.95% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.36% | +0.01% | +4.72% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.33% | — | -1.23% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.02% | -0.18% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | -1.22% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | — | -2.66% | |
| 27 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.20% | — | +0.05% | |
| 28 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.19% | +0.02% | +49.43% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.18% | -0.02% | +7.77% | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.16% | +0.01% | — | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.15% | +0.02% | -3.55% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.01% | -1.69% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.03% | +3.14% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | +1.83% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.12% | +0.03% | +0.12% | |
| 37 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.11% | — | +6.02% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | +0.53% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.10% | +0.01% | -0.59% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | +0.02% | +1.61% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.01% | -5.47% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | — | — | |
| 43 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.09% | — | -0.40% | |
| 44 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.08% | +0.01% | +44.03% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.08% | -0.01% | +44.29% | |
| 46 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.07% | +0.01% | +0.79% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.01% | +6.29% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.07% | — | -4.08% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.07% | -0.02% | +33.19% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.07% | -0.01% | -3.92% |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VOOV, DFAS) accounted for 44.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $78.9M
During Q1 2025, Stordahl Capital Management, Inc.'s top holdings by market value included VOO (18.7%)、VOOV (10.3%)、DFAS (10.0%). The largest single position, VOO, represented 18.7% of total portfolio value.
In Q1 2025, Stordahl Capital Management, Inc. made 50 total portfolio adjustments, initiating 50 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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