Portfolio (Quarterly)
Guide ↗
Stordahl Capital Management, Inc.
· CIK 0001729093| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NUBD | NUSHARES ETF TR | — | 9,297.0 | $209K | 0.04% | NEW | — | $22.45 | -1.9% |
| 62 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,337.0 | $205K | 0.04% | NEW | — | $153.66 | -6.0% |
| 63 | OMER | OMEROS CORP | Healthcare | 22,860.0 | $94K | 0.02% | NEW | — | $4.10 | +179.5% |
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
71.0%
Technology
14.8%
Consumer Defensive
5.0%
Consumer Cyclical
4.5%
Communication Services
3.1%
Healthcare
1.6%