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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
Found :
23 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOOG |
Vanguard S&P 500 Growth Etf |
9 |
- |
$311.32 |
$16,254,000 |
53,342 |
4.07% |
1,808,000 |
-4 |
0.257 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
12 |
- |
$528.69 |
$12,340,000 |
23,592 |
3.09% |
968,000 |
-332 |
0 |
Closed - End Fund - E... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
14 |
- |
$207.93 |
$5,697,000 |
27,092 |
1.43% |
161,000 |
-492 |
0.001 |
Closed - End Fund - E... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
15 |
- |
$86.27 |
$4,375,000 |
51,814 |
1.1% |
350,000 |
-1,783 |
0.01 |
Closed - End Fund - E... |
|
|
IVE |
iShares S&P 500/BARRA Value |
17 |
- |
$186.16 |
$3,785,000 |
20,260 |
0.95% |
230,000 |
-182 |
0.014 |
Closed - End Fund - E... |
|
|
IJK |
iShares S&P mC400/BARRA GR |
18 |
- |
$90.16 |
$2,592,000 |
28,406 |
0.65% |
308,000 |
-429 |
0.026 |
Closed - End Fund - E... |
|
|
SCHX |
Schwab Strategic Trust |
19 |
- |
$62.69 |
$2,418,000 |
38,963 |
0.61% |
155,000 |
-1,157 |
0.001 |
Closed - End Fund - Debt |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
20 |
- |
$117.63 |
$2,009,000 |
16,983 |
0.5% |
56,000 |
-141 |
0.027 |
Closed - End Fund - E... |
|
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MSFT |
Microsoft Corp |
22 |
- |
$420.99 |
$1,473,000 |
3,502 |
0.37% |
100,000 |
-150 |
0 |
Application Software |
|
|
IWB |
ishares trust Russell 1000 |
23 |
- |
$290.40 |
$1,432,000 |
4,971 |
0.36% |
-399,000 |
-2,012 |
0.004 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
24 |
- |
$81.36 |
$1,296,000 |
16,224 |
0.32% |
52,000 |
-284 |
0.002 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
25 |
- |
$49.56 |
$997,000 |
19,879 |
0.25% |
-62,000 |
-2,224 |
0.001 |
Closed - End Fund - F... |
|
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VIOO |
Vanguard S&P Small-Cap 600 Etf |
26 |
- |
$101.50 |
$954,000 |
9,401 |
0.24% |
-93,000 |
-1,159 |
0.072 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
27 |
- |
$265.43 |
$900,000 |
3,325 |
0.23% |
36,000 |
-100 |
0.008 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
28 |
- |
$189.84 |
$771,000 |
4,497 |
0.19% |
-202,000 |
-559 |
0 |
Personal Computers |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
29 |
- |
$81.47 |
$768,000 |
9,392 |
0.19% |
-29,000 |
-317 |
0.001 |
Closed - End Fund - E... |
|
|
VTWO |
Vanguard Russell 2000 Etf |
32 |
- |
$84.11 |
$726,000 |
8,533 |
0.18% |
18,000 |
-200 |
0.013 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
33 |
- |
$44.57 |
$686,000 |
16,426 |
0.17% |
-45,000 |
-1,348 |
0 |
Closed - End Fund - E... |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
38 |
- |
$43.60 |
$427,000 |
10,386 |
0.11% |
-13,000 |
-557 |
0 |
Closed - End Fund - E... |
|
|
VTWV |
Vanguard Russell 2000 Value... |
39 |
- |
$139.39 |
$411,000 |
2,936 |
0.1% |
3,000 |
-52 |
0.075 |
N/A |
|
|
COST |
Costco Wholesale Corp |
42 |
- |
$793.07 |
$319,000 |
435 |
0.08% |
29,000 |
-4 |
0 |
Discount, Variety Stores |
|
|
AGG |
iShares Barclays Agency Bond |
44 |
- |
$97.08 |
$308,000 |
3,141 |
0.08% |
-49,000 |
-461 |
0 |
Closed - End Fund - E... |
|
|
PG |
Procter & Gamble Co |
47 |
- |
$167.86 |
$250,000 |
1,541 |
0.06% |
23,000 |
-7 |
0 |
Cleaning Products |
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