Stordahl Capital Management, Inc.
data from 30/09/2025
Capitalization
$ 476.111 M
5.77 %
Performance
$ 171.802 M
63.07 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 18.84% | 89.700 M $ | 146477 | 2017/12/31 | 6.776 M $ | 7.81 % |
| 2025/09/30 | DFAS | DIMENSIONAL ETF TRUST | 10.38% | 49.401 M $ | 721605 | 2021/06/30 | 3.359 M $ | 7.46 % |
| 2025/09/30 | VOOV | VANGUARD ADMIRAL FDS INC | 9.96% | 47.436 M $ | 237809 | 2017/12/31 | 2.455 M $ | 5.70 % |
| 2025/09/30 | DFIC | DIMENSIONAL ETF TRUST | 9.70% | 46.181 M $ | 1408396 | 2022/06/30 | 2.384 M $ | 5.47 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 7.83% | 37.301 M $ | 501556 | 2017/12/31 | 368.938 K $ | 1.01 % |
| 2025/09/30 | DFSV | DIMENSIONAL ETF TRUST | 6.17% | 29.385 M $ | 922893 | 2022/06/30 | 2.161 M $ | 8.19 % |
| 2025/09/30 | DFEM | DIMENSIONAL ETF TRUST | 4.48% | 21.327 M $ | 665029 | 2022/06/30 | 1.608 M $ | 8.05 % |
| 2025/09/30 | STIP | ISHARES TR | 4.32% | 20.560 M $ | 198917 | 2017/12/31 | 87.823 K $ | 0.44 % |
| 2025/09/30 | VOOG | VANGUARD ADMIRAL FDS INC | 3.71% | 17.677 M $ | 40595 | 2017/12/31 | 1.774 M $ | 9.81 % |
| 2025/09/30 | IVOV | VANGUARD ADMIRAL FDS INC | 3.64% | 17.317 M $ | 171850 | 2017/12/31 | 895.551 K $ | 5.55 % |
| 2025/09/30 | IVOG | VANGUARD ADMIRAL FDS INC | 3.64% | 17.309 M $ | 144869 | 2017/12/31 | 914.468 K $ | 5.71 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 3.13% | 14.889 M $ | 22350 | 2017/12/31 | 1.082 M $ | 7.82 % |
| 2025/09/30 | VCSH | VANGUARD SCOTTSDALE FDS | 2.92% | 13.913 M $ | 174066 | 2017/12/31 | 73.965 K $ | 0.54 % |
| 2025/09/30 | IVW | ISHARES TR | 1.24% | 5.898 M $ | 48855 | 2017/12/31 | 522.833 K $ | 9.65 % |
| 2025/09/30 | IWM | ISHARES TR | 1.18% | 5.639 M $ | 23305 | 2017/12/31 | 615.518 K $ | 12.13 % |
| 2025/09/30 | IVE | ISHARES TR | 0.94% | 4.487 M $ | 21729 | 2017/12/31 | 224.627 K $ | 5.67 % |
| 2025/09/30 | IEF | ISHARES TR | 0.67% | 3.170 M $ | 32859 | 2017/12/31 | 22.201 K $ | 0.72 % |
| 2025/09/30 | IJK | ISHARES TR | 0.59% | 2.786 M $ | 29051 | 2017/12/31 | 142.743 K $ | 5.40 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.58% | 2.777 M $ | 105425 | 2018/12/31 | 206.505 K $ | 7.77 % |
| 2025/09/30 | IJJ | ISHARES TR | 0.47% | 2.236 M $ | 17235 | 2017/12/31 | 105.380 K $ | 4.97 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.45% | 2.121 M $ | 4094 | 2017/12/31 | 101.898 K $ | 4.13 % |
| 2025/09/30 | IWB | ISHARES TR | 0.34% | 1.635 M $ | 4474 | 2017/12/31 | 115.921 K $ | 7.63 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.33% | 1.556 M $ | 4742 | 2025/06/30 | 114.946 K $ | 7.98 % |
| 2025/09/30 | IWN | ISHARES TR | 0.31% | 1.474 M $ | 8339 | 2017/12/31 | 156.400 K $ | 12.08 % |
| 2025/09/30 | EFA | ISHARES TR | 0.30% | 1.441 M $ | 15429 | 2017/12/31 | 61.288 K $ | 4.45 % |
| 2025/09/30 | ESML | ISHARES TR | 0.28% | 1.313 M $ | 29121 | 2020/12/31 | 108.367 K $ | 9.07 % |
| 2025/09/30 | AAPL | APPLE INC | 0.26% | 1.225 M $ | 4813 | 2021/09/30 | 241.711 K $ | 24.11 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.21% | 996.989 K $ | 16639 | 2017/12/31 | 48.582 K $ | 5.10 % |
| 2025/09/30 | VIOO | VANGUARD ADMIRAL FDS INC | 0.20% | 949.558 K $ | 8596 | 2017/12/31 | 79.454 K $ | 9.13 % |
| 2025/09/30 | VTWO | VANGUARD SCOTTSDALE FDS | 0.17% | 803.102 K $ | 8210 | 2017/12/31 | 87.142 K $ | 12.15 % |
| 2025/09/30 | IWO | ISHARES TR | 0.16% | 769.467 K $ | 2404 | 2017/12/31 | 82.544 K $ | 11.96 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 0.15% | 730.728 K $ | 13487 | 2017/12/31 | 62.332 K $ | 9.54 % |
| 2025/09/30 | SHY | ISHARES TR | 0.14% | 679.359 K $ | 8189 | 2017/12/31 | 727.000 $ | 0.12 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 0.14% | 668.135 K $ | 10279 | 2024/12/31 | 28.129 K $ | 6.19 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.13% | 595.035 K $ | 2710 | 2020/09/30 | 533.000 $ | 0.08 % |
| 2025/09/30 | IVOO | VANGUARD ADMIRAL FDS INC | 0.12% | 584.514 K $ | 5295 | 2020/12/31 | 27.950 K $ | 5.14 % |
| 2025/09/30 | SCHM | SCHWAB STRATEGIC TR | 0.12% | 577.269 K $ | 19476 | 2018/12/31 | 30.966 K $ | 5.67 % |
| 2025/09/30 | VTEB | VANGUARD MUN BD FDS | 0.11% | 527.037 K $ | 10526 | 2024/12/31 | 10.295 K $ | 2.12 % |
| 2025/09/30 | WMT | WALMART INC | 0.11% | 526.637 K $ | 5110 | 2022/03/31 | 26.986 K $ | 5.40 % |
| 2025/09/30 | XJH | ISHARES TR | 0.11% | 519.535 K $ | 11848 | 2024/12/31 | 27.551 K $ | 5.66 % |
| 2025/09/30 | EEM | ISHARES TR | 0.10% | 478.357 K $ | 8958 | 2017/12/31 | 47.941 K $ | 10.70 % |
| 2025/09/30 | VTWV | VANGUARD SCOTTSDALE FDS | 0.09% | 440.333 K $ | 2825 | 2017/12/31 | 46.212 K $ | 12.06 % |
| 2025/09/30 | VEU | VANGUARD INTL EQUITY INDEX F | 0.09% | 436.927 K $ | 6122 | 2025/06/30 | 23.580 K $ | 6.17 % |
| 2025/09/30 | SBUX | STARBUCKS CORP | 0.09% | 422.154 K $ | 4990 | 2017/12/31 | -35.079 K $ | -7.67 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.09% | 414.925 K $ | 565 | 2024/12/31 | -2.504 K $ | -0.50 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.08% | 402.649 K $ | 435 | 2021/06/30 | -27.974 K $ | -6.50 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.08% | 365.492 K $ | 727 | 2024/03/31 | 14.594 K $ | 3.49 % |
| 2025/09/30 | NUSC | NUSHARES ETF TR | 0.08% | 362.546 K $ | 8221 | 2018/03/31 | 27.165 K $ | 8.25 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.08% | 357.734 K $ | 12822 | 2023/06/30 | 33.337 K $ | 10.28 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.06% | 306.789 K $ | 511 | 2023/09/30 | 38.740 K $ | 8.83 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.06% | 293.234 K $ | 1204 | 2024/06/30 | 82.766 K $ | 37.30 % |
| 2025/09/30 | AGG | ISHARES TR | 0.06% | 288.319 K $ | 2876 | 2017/12/31 | 3.050 K $ | 1.06 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.06% | 271.002 K $ | 355 | 2023/09/30 | -6.149 K $ | -2.12 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.06% | 269.541 K $ | 562 | 2024/12/31 | 24.190 K $ | 9.40 % |
| 2025/09/30 | IVV | ISHARES TR | 0.06% | 262.366 K $ | 392 | 2024/03/31 | 18.972 K $ | 7.80 % |
| 2025/09/30 | BK | BANK NEW YORK MELLON CORP | 0.05% | 244.615 K $ | 2245 | 2025/06/30 | 39.377 K $ | 19.59 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 0.05% | 242.712 K $ | 3304 | 2025/06/30 | 14.438 K $ | 6.33 % |
| 2025/09/30 | CMF | ISHARES TR | 0.05% | 226.791 K $ | 3976 | 2025/03/31 | 5.142 K $ | 2.33 % |
| 2025/09/30 | DGRO | ISHARES TR | 0.05% | 219.218 K $ | 3220 | 2025/06/30 | 13.330 K $ | 6.47 % |
| 2025/09/30 | AVLV | AMERICAN CENTY ETF TR | 0.05% | 216.708 K $ | 2999 | 2024/12/31 | 12.145 K $ | 5.94 % |
| 2025/09/30 | NUBD | NUSHARES ETF TR | 0.04% | 208.764 K $ | 9297 | 2023/06/30 | 1.983 K $ | 0.90 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.04% | 205.444 K $ | 1337 | 2017/12/31 | -7.580 K $ | -3.56 % |
| 2025/09/30 | OMER | OMEROS CORP | 0.02% | 93.726 K $ | 22860 | 2024/12/31 | 35.921 K $ | 36.67 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |