Stordahl Capital Management, Inc. Portfolio Holdings

Stordahl Capital Management, Inc.

  • $423 Million
  • Q3 2024

Stordahl Capital Management, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $423 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 $80.8M, Vanguard S&P 500 Value ETF with a value of $45.7M, Dimensional ETF Tr U S Small C with a value of $43.6M, Dimensional ETF Tr Dimensional with a value of $37M, and Vanguard Bd Index Fd Inc Total with a value of $34.2M.

Examining the 13F form we can see an increase of $23.6M in the current position value, from $400M to 423M.

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

Portfolio value $423 Million
ETFs: $418 Million
Technology: $2.55 Million
Consumer Defensive: $1.03 Million
Consumer Cyclical: $999,000
Healthcare: $310,000
Financial Services: $239,000
Communication Services: $208,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$1.51 Million 0.36% of portfolio
3,502
Q1 2024 Reduced 4.11%
$3.66T
$1.04 Million 0.25% of portfolio
4,467
Q3 2024 Reduced 0.67%
$2.05T
$514,000 0.12% of portfolio
2,763
Q1 2024 Added 2.07%
$228B
$412,000 0.1% of portfolio
5,104
Q3 2024 Reduced 3.73%
$407B
$385,000 0.09% of portfolio
435
Q1 2024 Reduced 0.91%
$691B
$310,000 0.07% of portfolio
350
Q4 2023 Reduced 10.26%
$612B
$239,000 0.06% of portfolio
520
Q2 2024 Reduced 3.7%
$1.08T
$208,000 0.05% of portfolio
1,250
Q2 2024 New
$405B
$231,000 0.05% of portfolio
1,337
Q3 2024 Reduced 4.09%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $423 Million
  • Prior Value $400 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Stordahl Capital Management, Inc. Portfolio

Follow Stordahl Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stordahl Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stordahl Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email