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 $300 Millions to $2 Billions

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

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
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