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 | VXUS | VANGUARD STAR FDS | — | 3,044.0 | $260K | 0.05% | -260.0 | -7.9% | $85.49 | +2.6% |
| 62 | — | BERKSHIRE HATHAWAY INC DEL | — | 509.0 | $255K | 0.05% | -186.0 | -26.8% | $500.39 | — |
| 63 | DGRO | ISHARES TR | — | 3,220.0 | $244K | 0.04% | — | — | $75.79 | +5.0% |
| 64 | CSCO | CISCO SYS INC | Technology | 2,006.0 | $236K | 0.04% | NEW | — | $117.46 | -5.5% |
| 65 | OMER | OMEROS CORP | Healthcare | 22,860.0 | $217K | 0.04% | — | — | $9.51 | +102.6% |
| 66 | — | MOOG INC | — | 500.0 | $212K | 0.04% | NEW | — | $423.84 | — |
| 67 | VO | VANGUARD INDEX FDS | — | 2,608.0 | $210K | 0.04% | NEW | — | $80.57 | +3.0% |
| 68 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,387.0 | $203K | 0.04% | NEW | — | $146.65 | -1.3% |
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%