Portfolio (Quarterly)
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Stordahl Capital Management, Inc.
· CIK 0001729093| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | EEM | ISHARES TR | — | 8,958.0 | $478K | 0.10% | NEW | — | $53.40 | +23.7% |
| 42 | VTWV | VANGUARD SCOTTSDALE FDS | — | 2,825.0 | $440K | 0.09% | NEW | — | $155.87 | +18.7% |
| 43 | VEU | VANGUARD INTL EQUITY INDEX F | — | 6,122.0 | $437K | 0.09% | NEW | — | $71.37 | +15.7% |
| 44 | SBUX | STARBUCKS CORP | Consumer Cyclical | 4,990.0 | $422K | 0.09% | NEW | — | $84.60 | +25.9% |
| 45 | META | META PLATFORMS INC | Communication Services | 565.0 | $415K | 0.09% | NEW | — | $734.38 | -17.3% |
| 46 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 435.0 | $403K | 0.09% | NEW | — | $925.63 | +13.5% |
| 47 | — | BERKSHIRE HATHAWAY INC DEL | — | 727.0 | $365K | 0.08% | NEW | — | $502.74 | — |
| 48 | NUSC | NUSHARES ETF TR | — | 8,221.0 | $363K | 0.08% | NEW | — | $44.10 | +10.7% |
| 49 | SCHA | SCHWAB STRATEGIC TR | — | 12,822.0 | $358K | 0.07% | NEW | — | $27.90 | +18.9% |
| 50 | QQQ | INVESCO QQQ TR | Financial Services | 511.0 | $307K | 0.06% | NEW | — | $600.37 | +19.0% |
| 51 | GOOG | ALPHABET INC | Communication Services | 1,204.0 | $293K | 0.06% | NEW | — | $243.55 | +57.5% |
| 52 | AGG | ISHARES TR | — | 2,876.0 | $288K | 0.06% | NEW | — | $100.25 | -1.9% |
| 53 | LLY | ELI LILLY & CO | Healthcare | 355.0 | $271K | 0.06% | NEW | — | $763.39 | +36.5% |
| 54 | VUG | VANGUARD INDEX FDS | — | 562.0 | $270K | 0.06% | NEW | — | $479.61 | -81.8% |
| 55 | IVV | ISHARES TR | — | 392.0 | $262K | 0.06% | NEW | — | $669.30 | +11.5% |
| 56 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,245.0 | $245K | 0.05% | NEW | — | $108.96 | +27.6% |
| 57 | VXUS | VANGUARD STAR FDS | — | 3,304.0 | $243K | 0.05% | NEW | — | $73.46 | +15.1% |
| 58 | CMF | ISHARES TR | — | 3,976.0 | $227K | 0.05% | NEW | — | $57.04 | -0.5% |
| 59 | DGRO | ISHARES TR | — | 3,220.0 | $219K | 0.05% | NEW | — | $68.08 | +8.9% |
| 60 | AVLV | AMERICAN CENTY ETF TR | — | 2,999.0 | $217K | 0.05% | NEW | — | $72.26 | +22.8% |
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%