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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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Menu
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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 |
|
MSFT |
Microsoft Corp |
21 |
- |
$430.81 |
$1,565,000 |
3,502 |
0.39% |
92,000 |
0 |
0 |
Application Software |
|
|
AAPL |
Apple Inc |
26 |
- |
$220.69 |
$947,000 |
4,497 |
0.24% |
176,000 |
0 |
0 |
Personal Computers |
|
|
BLV |
Vanguard Long-Term Bond ETF |
30 |
- |
$75.84 |
$731,000 |
10,404 |
0.18% |
-22,000 |
0 |
0.016 |
Closed - End Fund - Debt |
|
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AMZN |
Amazon.com Inc |
34 |
- |
$186.43 |
$534,000 |
2,763 |
0.13% |
36,000 |
0 |
0 |
Internet Software & S... |
|
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SCHM |
Schwab U.S. Mid-Cap Etf |
35 |
- |
$81.72 |
$514,000 |
6,603 |
0.13% |
-24,000 |
0 |
0.005 |
N/A |
|
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COST |
Costco Wholesale Corp |
41 |
- |
$892.52 |
$370,000 |
435 |
0.09% |
51,000 |
0 |
0 |
Discount, Variety Stores |
|
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WMT |
Wal-Mart Stores Inc |
42 |
- |
$60.24 |
$359,000 |
5,302 |
0.09% |
40,000 |
0 |
0 |
Discount, Variety Stores |
|
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LLY |
Eli Lilly & Co |
44 |
- |
$904.97 |
$317,000 |
350 |
0.08% |
45,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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SCHA |
Schwab Strategic Trust |
46 |
- |
$50.99 |
$304,000 |
6,411 |
0.08% |
-12,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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IVV |
iShares Core S&P 500 Etf |
50 |
- |
$564.51 |
$215,000 |
392 |
0.05% |
9,000 |
0 |
0 |
Closed - End Fund - E... |
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