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 | 3,803.0 | $1.8M | 0.38% | -291.0 | -7.1% | $483.63 | +0.9% |
| 22 | IWB | ISHARES TR | — | 4,474.0 | $1.7M | 0.34% | — | — | $373.44 | +12.0% |
| 23 | VTI | VANGUARD INDEX FDS | — | 4,637.0 | $1.6M | 0.32% | -105.0 | -2.2% | $335.26 | +12.4% |
| 24 | EFA | ISHARES TR | — | 16,066.0 | $1.5M | 0.32% | +637.0 | +4.1% | $96.03 | +12.4% |
| 25 | IWN | ISHARES TR | — | 8,459.0 | $1.5M | 0.32% | +120.0 | +1.4% | $181.20 | +23.5% |
| 26 | ESML | ISHARES TR | — | 29,116.0 | $1.3M | 0.28% | — | — | $45.98 | +20.0% |
| 27 | AAPL | APPLE INC | Technology | 4,795.0 | $1.3M | 0.27% | — | — | $271.85 | +14.7% |
| 28 | VEA | VANGUARD TAX-MANAGED FDS | — | 16,501.0 | $1.0M | 0.21% | -138.0 | -0.8% | $62.47 | +16.9% |
| 29 | VIOO | VANGUARD ADMIRAL FDS INC | — | 8,581.0 | $952K | 0.20% | — | — | $110.95 | +22.4% |
| 30 | VTWO | VANGUARD SCOTTSDALE FDS | — | 8,201.0 | $816K | 0.17% | — | — | $99.52 | +20.9% |
| 31 | IWO | ISHARES TR | — | 2,379.0 | $769K | 0.16% | -25.0 | -1.0% | $323.05 | +18.5% |
| 32 | VWO | VANGUARD INTL EQUITY INDEX F | — | 13,350.0 | $718K | 0.15% | -137.0 | -1.0% | $53.76 | +11.4% |
| 33 | SHY | ISHARES TR | — | 7,729.0 | $640K | 0.13% | -460.0 | -5.6% | $82.82 | -1.0% |
| 34 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,710.0 | $626K | 0.13% | — | — | $230.82 | +13.5% |
| 35 | IVOO | VANGUARD ADMIRAL FDS INC | — | 5,410.0 | $605K | 0.12% | +115.0 | +2.2% | $111.81 | +14.9% |
| 36 | SCHM | SCHWAB STRATEGIC TR | — | 19,007.0 | $572K | 0.12% | -469.0 | -2.4% | $30.07 | +18.8% |
| 37 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 11,381.0 | $565K | 0.12% | +1K | +10.7% | $49.65 | -10.3% |
| 38 | VTEB | VANGUARD MUN BD FDS | — | 11,187.0 | $563K | 0.12% | +661.0 | +6.3% | $50.29 | -1.5% |
| 39 | WMT | WALMART INC | Consumer Defensive | 4,947.0 | $551K | 0.11% | -163.0 | -3.2% | $111.41 | -5.3% |
| 40 | XJH | ISHARES TR | — | 12,108.0 | $541K | 0.11% | +260.0 | +2.2% | $44.65 | +15.2% |
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
72.6%
Technology
13.9%
Consumer Cyclical
4.5%
Consumer Defensive
4.1%
Healthcare
3.4%
Communication Services
1.5%