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 | DGRO | ISHARES TR | — | 3,220.0 | $224K | 0.05% | — | — | $69.42 | +14.7% |
| 62 | WFC | WELLS FARGO CO NEW | Financial Services | 2,264.0 | $211K | 0.04% | NEW | — | $93.20 | -10.0% |
| 63 | NUBD | NUSHARES ETF TR | — | 9,128.0 | $204K | 0.04% | -169.0 | -1.8% | $22.36 | -2.7% |
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%