$269 Million is the total value of Stordahl Capital Management, Inc.'s 49 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFE | New | PFIZER INC | $243,000 | – | 4,115 | +100.0% | 0.09% | – |
| DHI | New | D R HORTON INC | $212,000 | – | 1,958 | +100.0% | 0.08% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $208,000 | – | 1,241 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
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.