Stordahl Capital Management, Inc. Portfolio Holdings by Sector
Stordahl Capital Management, Inc.
- $399 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VOOV DFAS DFIC BND DFSV STIP DFEM 40 stocks |
$393,895
98.74% of portfolio
|
  18  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,473
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$771
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$637
0.16% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$498
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$482
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$426
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$272
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$250
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$227
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|