Portfolio (Quarterly)
Guide ↗
Stordahl Capital Management, Inc.
· CIK 0001729093| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MSFT | MICROSOFT CORP | Technology | 4,094.0 | $2.1M | 0.45% | NEW | — | $517.96 | -23.9% |
| 22 | IWB | ISHARES TR | — | 4,474.0 | $1.6M | 0.34% | NEW | — | $365.48 | +13.0% |
| 23 | VTI | VANGUARD INDEX FDS | — | 4,742.0 | $1.6M | 0.33% | NEW | — | $328.15 | +13.5% |
| 24 | IWN | ISHARES TR | — | 8,339.0 | $1.5M | 0.31% | NEW | — | $176.80 | +25.2% |
| 25 | EFA | ISHARES TR | — | 15,429.0 | $1.4M | 0.30% | NEW | — | $93.37 | +11.8% |
| 26 | ESML | ISHARES TR | — | 29,121.0 | $1.3M | 0.28% | NEW | — | $45.08 | +20.9% |
| 27 | AAPL | APPLE INC | Technology | 4,813.0 | $1.2M | 0.26% | NEW | — | $254.62 | +27.5% |
| 28 | VEA | VANGUARD TAX-MANAGED FDS | — | 16,639.0 | $997K | 0.21% | NEW | — | $59.92 | +18.1% |
| 29 | VIOO | VANGUARD ADMIRAL FDS INC | — | 8,596.0 | $950K | 0.20% | NEW | — | $110.47 | +22.9% |
| 30 | VTWO | VANGUARD SCOTTSDALE FDS | — | 8,210.0 | $803K | 0.17% | NEW | — | $97.82 | +22.4% |
| 31 | IWO | ISHARES TR | — | 2,404.0 | $769K | 0.16% | NEW | — | $320.08 | +19.8% |
| 32 | VWO | VANGUARD INTL EQUITY INDEX F | — | 13,487.0 | $731K | 0.15% | NEW | — | $54.18 | +9.9% |
| 33 | SHY | ISHARES TR | — | 8,189.0 | $679K | 0.14% | NEW | — | $82.96 | -1.2% |
| 34 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 10,279.0 | $668K | 0.14% | NEW | — | $65.00 | -43.2% |
| 35 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,710.0 | $595K | 0.12% | NEW | — | $219.57 | +15.7% |
| 36 | IVOO | VANGUARD ADMIRAL FDS INC | — | 5,295.0 | $585K | 0.12% | NEW | — | $110.39 | +16.4% |
| 37 | SCHM | SCHWAB STRATEGIC TR | — | 19,476.0 | $577K | 0.12% | NEW | — | $29.64 | +19.8% |
| 38 | VTEB | VANGUARD MUN BD FDS | — | 10,526.0 | $527K | 0.11% | NEW | — | $50.07 | +0.4% |
| 39 | WMT | WALMART INC | Consumer Defensive | 5,110.0 | $527K | 0.11% | NEW | — | $103.06 | +10.3% |
| 40 | XJH | ISHARES TR | — | 11,848.0 | $520K | 0.11% | NEW | — | $43.85 | +17.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
71.0%
Technology
14.8%
Consumer Defensive
5.0%
Consumer Cyclical
4.5%
Communication Services
3.1%
Healthcare
1.6%