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 | EEM | ISHARES TR | — | 8,834.0 | $604K | 0.11% | -483.0 | -5.2% | $68.41 | -1.9% |
| 22 | VTWV | VANGUARD SCOTTSDALE FDS | — | 2,765.0 | $540K | 0.10% | -62.0 | -2.2% | $195.44 | +1.5% |
| 23 | WMT | WALMART INC | Consumer Defensive | 4,743.0 | $537K | 0.10% | -204.0 | -4.1% | $113.26 | -8.4% |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | — | 5,682.0 | $476K | 0.09% | -440.0 | -7.2% | $83.75 | +2.3% |
| 25 | NUSC | NUSHARES ETF TR | — | 7,951.0 | $414K | 0.08% | -130.0 | -1.6% | $52.12 | -0.3% |
| 26 | GOOG | ALPHABET INC | — | 998.0 | $353K | 0.07% | -65.0 | -6.1% | $353.33 | — |
| 27 | AGG | ISHARES TR | — | 2,818.0 | $279K | 0.05% | -85.0 | -2.9% | $98.98 | -1.6% |
| 28 | VXUS | VANGUARD STAR FDS | — | 3,044.0 | $260K | 0.05% | -260.0 | -7.9% | $85.49 | +2.6% |
| 29 | — | BERKSHIRE HATHAWAY INC DEL | — | 509.0 | $255K | 0.05% | -186.0 | -26.8% | $500.39 | — |
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%