$223 Million is the total value of Stordahl Capital Management, Inc.'s 43 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $47,975,000 | +7.6% | 192,277 | +4.4% | 21.55% | +1.7% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $22,653,000 | +9.4% | 148,688 | +0.6% | 10.18% | +3.3% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $19,351,000 | +3.2% | 244,356 | +4.2% | 8.69% | -2.5% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $14,930,000 | +9.1% | 102,329 | +4.1% | 6.71% | +3.1% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $14,225,000 | +8.5% | 133,948 | +7.8% | 6.39% | +2.6% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $12,316,000 | +4.4% | 287,078 | +7.7% | 5.53% | -1.4% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $10,259,000 | +4.2% | 102,911 | +4.6% | 4.61% | -1.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,060,000 | -2.1% | 214,693 | +9.0% | 4.07% | -7.5% |
| IVOG | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $7,857,000 | +6.7% | 56,416 | +3.4% | 3.53% | +0.8% |
| IVOV | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 val | $7,795,000 | +9.4% | 62,746 | +3.9% | 3.50% | +3.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,494,000 | +2.3% | 83,154 | +2.8% | 2.92% | -3.3% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $4,343,000 | +9.9% | 29,294 | +2.5% | 1.95% | +3.8% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $4,223,000 | +11.0% | 36,957 | +3.4% | 1.90% | +4.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $3,714,000 | +11.9% | 44,549 | +12.2% | 1.67% | +5.8% |
| TIP | Buy | ISHARES TRtips bd etf | $469,000 | +0.9% | 4,157 | +1.2% | 0.21% | -4.5% |
| NUSC | Buy | NUSHARES ETF TResg small cap | $342,000 | +64.4% | 11,142 | +51.4% | 0.15% | +55.6% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $297,000 | +4.9% | 2,946 | +1.9% | 0.13% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 24.0% |
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 15.0% |
| VANGUARD ADMIRAL FDS INC | 24 | Q3 2023 | 12.9% |
| ISHARES TR | 24 | Q3 2023 | 7.5% |
| VANGUARD ADMIRAL FDS INC | 24 | Q3 2023 | 6.8% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 5.3% |
| VANGUARD ADMIRAL FDS INC | 24 | Q3 2023 | 10.2% |
| VANGUARD ADMIRAL FDS INC | 24 | Q3 2023 | 4.8% |
| VANGUARD ADMIRAL FDS INC | 24 | Q3 2023 | 4.8% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 4.7% |
View Stordahl Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-10 |
View Stordahl Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.