Stordahl Capital Management, Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $400 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $77.4M, Vanguard S&P 500 Value ETF with a value of $42.2M, Dimensional ETF Tr U S Small C with a value of $40.5M, Dimensional ETF Tr Dimensional with a value of $34.1M, and Vanguard Bd Index Fd Inc Total with a value of $32.2M.

Examining the 13F form we can see an increase of $684K in the current position value, from $399M to 400M.

Below you can find more details about Stordahl Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $400 Million
ETFs: $394 Million
Technology: $2.51 Million
Consumer Defensive: $956,000
Consumer Cyclical: $936,000
Healthcare: $316,000
Communication Services: $229,000
Financial Services: $211,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $400 Million
  • Prior Value $399 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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