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| Name: |
Stordahl Capital Management Inc. |
| City: |
Greenwood Village |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
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20 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$491.44 |
$76,005,000 |
158,114 |
19.05% |
8,953,000 |
4,606 |
0.018 |
Closed - End Fund - E... |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
2 |
- |
$177.45 |
$42,997,000 |
238,247 |
10.78% |
3,823,000 |
5,014 |
1.94 |
N/A |
|
|
DFAS |
Dimensional U S Small Cap Etf |
3 |
- |
$60.51 |
$41,549,000 |
666,496 |
10.41% |
2,998,000 |
19,883 |
0.741 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
4 |
- |
$0.00 |
$34,193,000 |
1,278,229 |
8.57% |
2,971,000 |
55,279 |
0.142 |
N/A |
|
|
BND |
Vanguard Total Bond Market ETF |
5 |
- |
$72.30 |
$30,597,000 |
421,269 |
7.67% |
1,000,000 |
18,863 |
0.047 |
Closed - End Fund - E... |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
6 |
- |
$0.00 |
$24,746,000 |
822,120 |
6.2% |
1,571,000 |
26,287 |
0.913 |
N/A |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
7 |
- |
$99.16 |
$16,815,000 |
169,114 |
4.21% |
803,000 |
6,704 |
0.019 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
8 |
- |
$0.00 |
$16,769,000 |
657,857 |
4.2% |
1,152,000 |
32,192 |
0.636 |
N/A |
|
|
IVOG |
Vanguard S&p Mid Cap 40... |
10 |
- |
$109.20 |
$16,022,000 |
141,228 |
4.02% |
3,048,000 |
9,149 |
3.084 |
N/A |
|
|
IVOV |
Vanguard S&p Mid Cap 40... |
11 |
- |
$88.27 |
$15,026,000 |
165,486 |
3.77% |
1,252,000 |
7,490 |
3.724 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
13 |
- |
$77.21 |
$11,666,000 |
150,904 |
2.92% |
488,000 |
6,425 |
0.036 |
N/A |
|
|
IWN |
iShares Russell 2000 Value |
21 |
- |
$153.49 |
$1,474,000 |
9,281 |
0.37% |
33,000 |
3 |
0.011 |
Closed - End Fund - E... |
|
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BLV |
Vanguard Long-Term Bond ETF |
30 |
- |
$71.40 |
$753,000 |
10,404 |
0.19% |
-14,000 |
117 |
0.016 |
Closed - End Fund - Debt |
|
|
QQQ |
Invesco QQQ Trust Series I |
31 |
- |
$463.37 |
$746,000 |
1,681 |
0.19% |
86,000 |
70 |
0 |
Closed - End Fund - Debt |
|
|
AMZN |
Amazon.com Inc |
35 |
- |
$185.00 |
$498,000 |
2,763 |
0.12% |
87,000 |
56 |
0 |
Internet Software & S... |
|
|
SBUX |
Starbucks Corp |
36 |
- |
$81.47 |
$482,000 |
5,277 |
0.12% |
-21,000 |
33 |
0 |
Specialty Eateries |
|
|
IVOO |
Vanguard S&Amp;P Mid-Cap 40... |
37 |
- |
$99.75 |
$445,000 |
4,321 |
0.11% |
78,000 |
419 |
0.048 |
Closed - End Fund - E... |
|
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NUSC |
Nushares Esg Small Cap Etf |
40 |
- |
$0.00 |
$330,000 |
7,946 |
0.08% |
21,000 |
40 |
0.035 |
N/A |
|
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WMT |
Wal-Mart Stores Inc |
41 |
- |
$60.24 |
$319,000 |
5,302 |
0.08% |
33,000 |
3,488 |
0 |
Discount, Variety Stores |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
46 |
- |
$0.00 |
$271,000 |
6,734 |
0.07% |
16,000 |
38 |
0.007 |
N/A |
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