$331 Million is the total value of Stordahl Capital Management, Inc.'s 51 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $1,647,424 | -3.6% | 7,013 | 0.0% | 0.50% | +1.0% | |
| AAPL | APPLE INC | $864,383 | -11.7% | 5,049 | 0.0% | 0.26% | -7.4% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $674,087 | -10.5% | 10,052 | 0.0% | 0.20% | -6.0% | |
| SBUX | STARBUCKS CORP | $524,711 | -7.9% | 5,749 | 0.0% | 0.16% | -3.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $344,723 | -3.3% | 1,296 | 0.0% | 0.10% | +1.0% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $282,460 | -5.9% | 8,112 | 0.0% | 0.08% | -2.3% | |
| ESML | ISHARES TResg aware msci | $225,320 | -5.3% | 6,696 | 0.0% | 0.07% | -1.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.