Stordahl Capital Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Stordahl Capital Management, Inc. 13F Holdings
CIK 0001729093 · Greenwood Village, CO
As of Sep 30, 2025, Stordahl Capital Management, Inc. reported
63 positions worth $476.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 146,477 | $89.7M | 18.84% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 721,605 | $49.4M | 10.38% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 237,809 | $47.4M | 9.96% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 1,408,396 | $46.2M | 9.70% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 501,556 | $37.3M | 7.83% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 922,893 | $29.4M | 6.17% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 665,029 | $21.3M | 4.48% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 198,917 | $20.6M | 4.32% |
| VANGUARD S&P 500 GROWTH INDEX FUND | VOOG | — | 40,595 |
|
7.7M3.71% |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND | IVOV | — | 171,850 |
7.3M | 3.64% |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND | IVOG | — | 144,869 |
7.3M | 3.64% |
| SPDR S&P 500 ETF TRUST | SPY | — | 22,350 |
4.9M | 3.13% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 174,066 |
3.9M | 2.92% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 48,855 | $5.9M | 1.24% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 23,305 | $5.6M | 1.18% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 21,729 | $4.5M | 0.94% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 32,859 | $3.2M | 0.67% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 29,051 | $2.8M | 0.59% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 105,425 | $2.8M | 0.58% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 17,235 | $2.2M | 0.47% |
| MICROSOFT CORP | MSFT | Technology | 4,094 | $2.1M | 0.45% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 4,474 |
.6M | 0.34% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,742 |
.6M | 0.33% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 8,339 |
.5M | 0.31% |
| ISHARES MSCI EAFE ETF | EFA | — | 15,429 |
.4M | 0.30% |