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 | 521.0 | $344K | 0.07% | -44.0 | -7.8% | $660.09 | -7.5% |
| 22 | GOOG | ALPHABET INC | Communication Services | 1,063.0 | $334K | 0.07% | -141.0 | -11.7% | $313.80 | +20.9% |
| 23 | QQQ | INVESCO QQQ TR | Financial Services | 474.0 | $291K | 0.06% | -37.0 | -7.2% | $614.31 | +16.8% |
| 24 | VUG | VANGUARD INDEX FDS | — | 546.0 | $266K | 0.06% | -16.0 | -2.9% | $487.86 | -82.1% |
| 25 | NUBD | NUSHARES ETF TR | — | 9,128.0 | $204K | 0.04% | -169.0 | -1.8% | $22.35 | -1.5% |
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
71.5%
Technology
13.7%
Consumer Cyclical
4.5%
Consumer Defensive
4.0%
Healthcare
3.4%
Communication Services
2.9%