Stordahl Capital Management, Inc. Top Holdings and 13F Report (2024) About Stordahl Capital Management, Inc.Investment ActivityStordahl Capital Management, Inc. has $420.38 million in total holdings as of September 30, 2024.Stordahl Capital Management, Inc. owns shares of 51 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, Stordahl Capital Management, Inc. has purchased 51 new stocks and bought additional shares in 17 stocks.Stordahl Capital Management, Inc. sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $80,091,590Vanguard S&P 500 Value ETF $45,557,598Dimensional U.S. Small Cap ETF $43,093,649Dimensional International Core Equity 2 ETF $36,767,073Vanguard Total Bond Market ETF $34,159,125 Largest New Holdings this Quarter iShares Core Dividend Growth ETF $201,250 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 8,521 shares (about $640.01K)SPDR S&P 500 ETF Trust 986 shares (about $560.65K)Vanguard S&P Mid-Cap 400 Growth ETF 3,894 shares (about $443.64K)Dimensional International Core Equity 2 ETF 15,384 shares (about $430.75K)iShares 7-10 Year Treasury Bond ETF 3,627 shares (about $356.14K) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 3,601 shares (about $1.23M)Vanguard S&P 500 ETF 1,595 shares (about $833.77K)Invesco QQQ 819 shares (about $394.16K)Vanguard S&P 500 Value ETF 632 shares (about $120.13K)iShares 0-5 Year TIPS Bond ETF 1,117 shares (about $113.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStordahl Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$80,091,590$833,770 ▼-1.0%153,21519.1%ETFVOOVVanguard S&P 500 Value ETF$45,557,598$120,131 ▼-0.3%239,67610.8%ETFDFASDimensional U.S. Small Cap ETF$43,093,649$92,048 ▼-0.2%672,28810.3%ETFDFICDimensional International Core Equity 2 ETF$36,767,073$430,752 ▲1.2%1,313,1108.7%ETFBNDVanguard Total Bond Market ETF$34,159,125$640,012 ▲1.9%454,7888.1%ETFDFSVDimensional US Small Cap Value ETF$25,307,230$60,942 ▲0.2%833,0236.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,933,832$79,353 ▲0.4%669,0404.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$18,016,976$113,208 ▼-0.6%177,7704.3%ETFVOOGVanguard S&P 500 Growth ETF$16,732,006$1,226,453 ▼-6.8%49,1274.0%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$16,138,395$84,810 ▼-0.5%170,3083.8%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$15,888,672$443,643 ▲2.9%139,4603.8%ETFSPYSPDR S&P 500 ETF Trust$12,873,400$560,652 ▲4.6%22,6403.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$12,504,455$68,965 ▼-0.5%157,7453.0%ETFIWMiShares Russell 2000 ETF$5,736,100$160,801 ▲2.9%26,3261.4%FinanceIVWiShares S&P 500 Growth ETF$4,685,899$54,568 ▲1.2%49,6341.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,112,786$356,135 ▲9.5%41,8861.0%ETFIVEiShares S&P 500 Value ETF$3,948,632$327,053 ▲9.0%20,0780.9%ETFSCHXSchwab US Large-Cap ETF$2,545,395$33,682 ▼-1.3%37,8610.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,543,139$94,636 ▲3.9%27,8670.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$2,045,202$98,590 ▲5.1%16,7200.5%ETFIWNiShares Russell 2000 Value ETF$1,590,307$233,245 ▲17.2%9,6750.4%ETFMSFTMicrosoft$1,473,2910.0%3,5020.4%Computer and TechnologyIWBiShares Russell 1000 ETF$1,421,033$62,638 ▼-4.2%4,5600.3%ETFEFAiShares MSCI EAFE ETF$1,266,235$71,057 ▼-5.3%15,2540.3%FinanceAAPLApple$1,010,512$6,787 ▼-0.7%4,4670.2%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$969,349$12,173 ▼-1.2%9,0780.2%ETFVEAVanguard FTSE Developed Markets ETF$959,691$111,853 ▼-10.4%18,3010.2%ETFIWOiShares Russell 2000 Growth ETF$741,140$111,003 ▼-13.0%2,6440.2%ETFVTWOVanguard Russell 2000 ETF$729,359$5,994 ▼-0.8%8,2750.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$715,852$68,417 ▲10.6%8,6320.2%ManufacturingVWOVanguard FTSE Emerging Markets ETF$676,185$106,639 ▼-13.6%14,0260.2%ETFSCHMSchwab U.S. Mid-Cap ETF$544,8140.0%6,6030.1%ETFAMZNAmazon.com$511,5140.0%2,7630.1%Retail/WholesaleSBUXStarbucks$485,591$19,486 ▼-3.9%4,9840.1%Retail/WholesaleIVOOVanguard S&P Mid-Cap 400 ETF$469,265$3,036 ▼-0.6%4,4820.1%ETFEEMiShares MSCI Emerging Markets ETF$459,221$18,291 ▼-3.8%9,9420.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$442,0800.0%10,6860.1%ETFVTWVVanguard Russell 2000 Value ETF$421,831$1,592 ▼-0.4%2,9140.1%ETFWMTWalmart$414,802$16,091 ▼-3.7%5,1040.1%Retail/WholesaleQQQInvesco QQQ$382,610$394,160 ▼-50.7%7950.1%FinanceCOSTCostco Wholesale$381,6600.0%4350.1%Retail/WholesaleNUSCNuveen ESG Small-Cap ETF$348,715$1,863 ▲0.5%8,2380.1%ETFSCHASchwab US Small-Cap ETF$325,959$152 ▲0.0%6,4140.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$312,598$18,019 ▼-5.5%3,0880.1%FinanceLLYEli Lilly and Company$309,7260.0%3500.1%MedicalBRK.BBerkshire Hathaway$237,8530.0%5200.1%FinanceNUBDNuveen ESG U.S. Aggregate Bond ETF$235,471$522 ▲0.2%10,3800.1%ETFPGProcter & Gamble$231,370$9,864 ▼-4.1%1,3370.1%Consumer StaplesIVViShares Core S&P 500 ETF$223,9770.0%3920.1%ETFGOOGAlphabet$210,5250.0%1,2500.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$201,250$201,250 ▲New Holding3,2200.0%ETFBLVVanguard Long-Term Bond ETF$0$731,297 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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