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 | META | META PLATFORMS INC | Communication Services | 528.0 | $297K | 0.05% | +7.0 | +1.3% | $563.29 | -2.4% |
| 22 | VUG | VANGUARD INDEX FDS | — | 3,276.0 | $282K | 0.05% | +3K | +500.0% | $86.14 | +1.6% |
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
61.5%
Technology
14.6%
Real Estate
6.7%
Consumer Cyclical
5.3%
Consumer Defensive
4.8%
Healthcare
3.5%
Industrials
2.6%
Communication Services
1.1%