Stordahl Capital Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Stordahl Capital Management, Inc.

CIK Number: 0001729093

450.12M
Market Value
57
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 5, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
599.64
+0.28% 153.54K +3.57% 78.91M 275.78 18.71% Share
2 VOOV Vanguard S&P 50...
195.07
-0.48% 236.71K +1.97% 43.6M 115.67 10.34% Share
3 DFAS Dimensional U.S...
68.18
-0.13% 703.49K +4.44% 42.03M 53.79 9.97% Share
4 DFIC Dimensional Int...
32.59
+0.03% 1.45M +6.09% 40.19M 21.98 9.53% Share
5 BND Vanguard Total ...
74.50
+0.17% 492.17K +1.44% 36.15M 80.41 8.57% Share
6 DFSV Dimensional US ...
32.18
-0.03% 872.3K +3.94% 24.56M 23.52 5.82% Share
7 STIP iShares 0-5 Yea...
103.53
0.00% 191.47K +1.18% 19.81M 100.72 4.70% Share
8 DFEM Dimensional Eme...
31.73
+0.68% 709.92K +2.93% 18.78M 23.01 4.45% Share
9 VOOG Vanguard S&P 50...
426.58
+0.95% 48.52K +0.78% 16.23M 154.33 3.85% Share
10 IVOV Vanguard S&P Mi...
100.91
-0.06% 168.45K +2.07% 15.5M 63.99 3.68% Share
11 IVOG Vanguard S&P Mi...
119.20
+0.08% 139.93K +3.20% 14.44M 76.04 3.42% Share
12 VCSH Vanguard Short-...
79.89
+0.05% 170.25K +1.22% 13.44M 79.07 3.19% Share
13 SPY SPDR S&P 500 ET...
652.24
+0.29% 22.53K -0.02% 12.6M 280.23 2.99% Share
14 IWM iShares Russell...
236.43
-0.18% 26.14K +0.09% 5.22M 154.8 1.24% Share
15 IVW iShares S&P 500...
118.25
+0.94% 49.23K +0.06% 4.57M 40.94 1.08% Share
16 IEF iShares 7-10 Ye...
97.11
+0.27% 41.31K -0.54% 3.94M 96.6 0.93% Share
17 IVE iShares S&P 500...
201.93
-0.47% 20.21K +1.17% 3.85M 123.31 0.91% Share
18 SCHX Schwab U.S. Lar...
25.84
+0.21% 109.37K -2.75% 2.41M 10.19 0.57% Share
19 IJK iShares S&P Mid...
95.81
-0.04% 28.35K +2.49% 2.36M 58.35 0.56% Share
20 IJJ iShares S&P Mid...
130.59
-0.07% 16.67K -0.02% 2M 82.31 0.47% Share
21 MSFT Microsoft Corpo...
500.37
+0.39% 5.05K +2.95% 1.9M 272.22 0.45% Share
22 IWN iShares Russell...
174.60
-0.06% 10.13K +4.72% 1.53M 134.09 0.36% Share
23 IWB iShares Russell...
358.73
+0.27% 4.48K -1.23% 1.38M 155.93 0.33% Share
24 EFA iShares MSCI EA...
92.40
+0.01% 15.12K -0.18% 1.24M 69.02 0.29% Share
25 AAPL Apple Inc.
226.79
-3.23% 4.76K -1.22% 1.06M 162.82 0.25% Share
26 VEA Vanguard Develo...
59.41
+0.08% 17K -2.66% 864.33K 44.18 0.20% Share
27 VIOO Vanguard S&P Sm...
108.96
-0.35% 8.59K +0.05% 829.11K 70 0.20% Share
28 ESML iShares ESG Awa...
44.62
-0.18% 21.15K +49.43% 812.37K 37.61 0.19% Share
29 SHY iShares 1-3 Yea...
82.91
+0.01% 9.13K +7.77% 755.74K 84.74 0.18% Share
30 VTWO Vanguard Russel...
95.59
-0.23% 8.26K 0.00% 666.25K 61.01 0.16% Share
31 IWO iShares Russell...
309.80
-0.33% 2.47K -3.55% 632K 186.83 0.15% Share
32 VWO Vanguard Emergi...
52.92
+0.46% 13.45K -1.69% 608.86K 44.58 0.14% Share
33 AMZN Amazon.com, Inc...
230.33
-3.32% 3.05K +3.14% 581.05K 120.59 0.14% Share
34 SCHM Schwab U.S. Mid...
29.66
-0.17% 19.64K 0.00% 514.54K 16.89 0.12% Share
35 BRK-B Berkshire Hatha...
490.13
-0.53% 947 +1.83% 504.35K 436.54 0.12% Share
36 SBUX Starbucks Corpo...
82.88
-1.11% 4.99K +0.12% 489.47K 72.92 0.12% Share
37 IVOO Vanguard S&P Mi...
110.82
+0.02% 4.79K +6.02% 472.47K 84.96 0.11% Share
38 WMT Walmart Inc.
100.42
-1.83% 5.13K +0.53% 450.45K 49.78 0.11% Share
39 EEM iShares MSCI Em...
51.55
+0.71% 9.85K -0.59% 430.44K 46.39 0.10% Share
40 COST Costco Wholesal...
956.29
-2.34% 442 +1.61% 418.04K 418.07 0.10% Share
41 META Meta Platforms,...
751.98
-1.79% 691 -5.47% 398.26K 585.51 0.09% Share
42 QQQ Invesco QQQ Tru...
580.70
+0.03% 795 0.00% 372.79K 385.84 0.09% Share
43 VTWV Vanguard Russel...
154.03
+0.04% 2.71K -0.4% 360.81K 110.13 0.09% Share
44 XJH iShares ESG Scr...
43.85
-0.57% 8.52K +44.03% 332.92K 40.99 0.08% Share
45 VTEB Vanguard Tax-Ex...
49.84
+0.42% 6.38K +44.29% 316.53K 49.97 0.08% Share
46 NUSC Nuveen ESG Smal...
43.44
-0.3% 8.03K +0.79% 307.75K 29.09 0.07% Share
47 LLY Eli Lilly and C...
754.90
+0.57% 372 +6.29% 307.39K 554.2 0.07% Share
48 SCHA Schwab U.S. Sma...
27.46
-0.18% 12.82K -4.08% 300.42K 23.71 0.07% Share
49 IBIT iShares Bitcoin...
64.53
+2.07% 6.34K +33.19% 296.96K 51.49 0.07% Share
50 AGG iShares Core U....
100.44
+0.20% 2.94K -3.92% 290.82K 105.18 0.07% Share
51 WFC Wells Fargo & C...
80.28
-0.59% 4.05K +2.87% 290.53K 70.28 0.07% Share
52 OMER Omeros Corporat...
4.27
+0.23% 32.66K -18.36% 268.43K 9.88 0.06% Share
53 PG The Procter & G...
157.35
-1.32% 1.36K +2.02% 232.47K 109.85 0.06% Share
54 NUBD Nuveen ESG U.S....
22.48
-0.22% 10.34K -0.38% 229.41K 21.99 0.05% Share
55 IVV iShares Core S&...
655.48
+0.28% 392 0.00% 220.26K 524.88 0.05% Share
56 VUG Vanguard Growth...
467.41
+0.03% 560 -12.91% 207.66K 410.44 0.05% Share
57 CMF iShares Califor...
56.75
+0.39% 3.67K +100.00% 206.72K 56.28 0.05% Share