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  Name: Stordahl Capital Management Inc.
  City: Greenwood Village
  State: CO
  Zip: 80111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $398,951,000
  Total Value Change : $31,152,000
  Securities Held Change : -2
   
All Securities Held : 50
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 20
  Unchanged Positions : 5
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 16 - $93.40 $4,276,000 45,174 1.07% -78,000 0 0.016    Closed - End Fund - E...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 34 - $80.42 $538,000 6,603 0.13% 41,000 0 0.005    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 43 - $48.70 $316,000 6,411 0.08% 13,000 0 0    Closed - End Fund - Debt
   (LLY)1 Year Chart         LLY Eli Lilly & Co 45 - $771.12 $272,000 350 0.07% 68,000 0 0    Drug Manufacturers - ...
   (NUBD)1 Year Chart         NUBD Nushares Esg Us Aggregate B... 49 - $0.00 $225,000 10,229 0.06% -3,000 0 0.015    N/A

      5 Records Found
  1    
Page 1 of 1
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