$221 Million is the total value of Stordahl Capital Management, Inc.'s 47 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $11,579,000 | +9.5% | 50,325 | -0.8% | 5.25% | -4.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $11,232,000 | +10.4% | 30,041 | -1.1% | 5.09% | -3.2% |
| IVOG | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $10,515,000 | +17.8% | 58,804 | -1.8% | 4.77% | +3.2% |
| IVOV | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 val | $9,975,000 | +23.3% | 75,761 | -1.8% | 4.52% | +8.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $5,726,000 | +30.4% | 29,203 | -0.4% | 2.60% | +14.3% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $4,242,000 | +28.1% | 25,282 | -1.4% | 1.92% | +12.3% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,994,000 | +11.6% | 32,916 | -1.1% | 1.36% | -2.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,204,000 | +27.3% | 4,200 | -1.6% | 0.55% | +11.4% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $845,000 | +32.4% | 6,412 | -0.2% | 0.38% | +16.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $815,000 | +17.1% | 15,764 | -0.1% | 0.37% | +2.8% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $673,000 | +20.0% | 3,226 | -7.2% | 0.30% | +5.2% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $269,000 | -1.8% | 2,241 | -0.4% | 0.12% | -14.1% |
| DHI | Exit | D R HORTON INC | $0 | – | -2,683 | -100.0% | -0.10% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -843 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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.