Stordahl Capital Management, Inc. Top Holdings and 13F Report (2025) About Stordahl Capital Management, Inc.Investment ActivityStordahl Capital Management, Inc. has $422.76 million in total holdings as of December 31, 2024.Stordahl Capital Management, Inc. owns shares of 61 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.02% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Stordahl Capital Management, Inc. has purchased 51 new stocks and bought additional shares in 16 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 $79,878,624Dimensional U.S. Small Cap ETF $43,834,809Vanguard S&P 500 Value ETF $42,831,371Dimensional International Core Equity 2 ETF $35,262,702Vanguard Total Bond Market ETF $34,889,559 Largest New Holdings this Quarter Meta Platforms $428,008 HoldingOmeros $395,200 HoldingImpinj $363,150 HoldingWells Fargo & Company $276,324 HoldingVanguard Growth ETF $263,913 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 30,396 shares (about $2.19M)Schwab US Large-Cap ETF 74,597 shares (about $1.73M)Dimensional International Core Equity 2 ETF 51,282 shares (about $1.33M)iShares 0-5 Year TIPS Bond ETF 11,474 shares (about $1.15M)Vanguard Short-Term Corporate Bond ETF 10,451 shares (about $815.28K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,965 shares (about $2.68M)Vanguard S&P 500 Value ETF 7,540 shares (about $1.39M)Vanguard S&P Mid-Cap 400 Value ETF 5,284 shares (about $504.92K)Vanguard S&P Mid-Cap 400 Growth ETF 3,878 shares (about $437.01K)Vanguard S&P 500 Growth ETF 987 shares (about $361.30K) 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$79,878,624$2,675,193 ▼-3.2%148,25018.9%ETFDFASDimensional U.S. Small Cap ETF$43,834,809$82,326 ▲0.2%673,55310.4%ETFVOOVVanguard S&P 500 Value ETF$42,831,371$1,391,204 ▼-3.1%232,13610.1%ETFDFICDimensional International Core Equity 2 ETF$35,262,702$1,325,383 ▲3.9%1,364,3928.3%ETFBNDVanguard Total Bond Market ETF$34,889,559$2,185,775 ▲6.7%485,1848.3%ETFDFSVDimensional US Small Cap Value ETF$25,830,284$189,851 ▲0.7%839,1916.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$19,037,994$1,154,287 ▲6.5%189,2444.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,064,027$541,871 ▲3.1%689,7304.3%ETFVOOGVanguard S&P 500 Growth ETF$17,622,253$361,304 ▼-2.0%48,1404.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$15,769,023$504,918 ▼-3.1%165,0243.7%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$15,278,706$437,011 ▼-2.8%135,5823.6%ETFSPYSPDR S&P 500 ETF Trust$13,206,161$62,711 ▼-0.5%22,5333.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$13,120,989$815,284 ▲6.6%168,1963.1%ETFIWMiShares Russell 2000 ETF$5,771,985$45,076 ▼-0.8%26,1221.4%FinanceIVWiShares S&P 500 Growth ETF$4,995,124$44,165 ▼-0.9%49,1991.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,839,633$32,727 ▼-0.8%41,5320.9%ETFIVEiShares S&P 500 Value ETF$3,813,872$18,707 ▼-0.5%19,9800.9%ETFSCHXSchwab US Large-Cap ETF$2,606,776$1,729,158 ▲197.0%112,4580.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,515,484$18,459 ▼-0.7%27,6640.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$2,083,220$6,123 ▼-0.3%16,6710.5%ETFMSFTMicrosoft$2,069,178$593,060 ▲40.2%4,9090.5%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,588,2760.0%9,6750.4%ETFIWBiShares Russell 1000 ETF$1,462,606$6,443 ▼-0.4%4,5400.3%ETFAAPLApple$1,207,337$88,653 ▲7.9%4,8210.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,145,492$7,863 ▼-0.7%15,1500.3%FinanceVIOOVanguard S&P Small-Cap 600 ETF$910,552$52,065 ▼-5.4%8,5870.2%ETFVEAVanguard FTSE Developed Markets ETF$835,321$39,834 ▼-4.6%17,4680.2%ETFIWOiShares Russell 2000 Growth ETF$738,052$23,028 ▼-3.0%2,5640.2%ETFVTWOVanguard Russell 2000 ETF$737,955$1,251 ▼-0.2%8,2610.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$694,862$12,789 ▼-1.8%8,4760.2%ManufacturingAMZNAmazon.com$649,614$43,439 ▲7.2%2,9610.2%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$602,610$15,106 ▼-2.4%13,6830.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$595,176$145,829 ▲32.5%14,1540.1%ETFSCHMSchwab U.S. Mid-Cap ETF$544,197$361,228 ▲197.4%19,6390.1%ETFIVOOVanguard S&P Mid-Cap 400 ETF$476,360$3,482 ▲0.7%4,5150.1%ETFWMTWalmart$461,1460.0%5,1040.1%Retail/WholesaleSBUXStarbucks$454,7900.0%4,9840.1%Retail/WholesaleMETAMeta Platforms$428,008$428,008 ▲New Holding7310.1%Computer and TechnologyBRK.BBerkshire Hathaway$421,550$185,845 ▲78.8%9300.1%FinanceEEMiShares MSCI Emerging Markets ETF$414,353$1,422 ▼-0.3%9,9080.1%FinanceQQQInvesco QQQ$406,4280.0%7950.1%FinanceCOSTCostco Wholesale$398,5770.0%4350.1%Retail/WholesaleOMEROmeros$395,200$395,200 ▲New Holding40,0000.1%MedicalVTWVVanguard Russell 2000 Value ETF$393,628$27,765 ▼-6.6%2,7220.1%ETFPIImpinj$363,150$363,150 ▲New Holding2,5000.1%Computer and TechnologySCHASchwab US Small-Cap ETF$345,696$179,830 ▲108.4%13,3680.1%ETFNUSCNuveen ESG Small-Cap ETF$333,548$11,476 ▼-3.3%7,9640.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$296,514$2,713 ▼-0.9%3,0600.1%FinanceWFCWells Fargo & Company$276,324$276,324 ▲New Holding3,9340.1%FinanceLLYEli Lilly and Company$270,3380.0%3500.1%MedicalVUGVanguard Growth ETF$263,913$263,913 ▲New Holding6430.1%ETFSRESempra$257,418$257,418 ▲New Holding2,9350.1%UtilitiesISHARES BITCOIN TRUST ETF$252,677$252,677 ▲New Holding4,7630.1%SHS BEN INTXJHiShares ESG Screened S&P Mid-Cap ETF$247,502$247,502 ▲New Holding5,9160.1%ETFGOOGAlphabet$238,0500.0%1,2500.1%Computer and TechnologyIVViShares Core S&P 500 ETF$230,7630.0%3920.1%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$226,0760.0%10,3800.1%ETFPGProcter & Gamble$224,1640.0%1,3370.1%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$221,625$221,625 ▲New Holding4,4210.1%ETFAVLVAvantis U.S. Large Cap Value ETF$220,608$220,608 ▲New Holding3,3040.1%ETFBXBlackstone$206,904$206,904 ▲New Holding1,2000.0%FinanceDGROiShares Core Dividend Growth ETF$0$201,250 ▼-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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