Stordahl Capital Management, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $422 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $79.9M, Dimensional ETF Tr U S Small C with a value of $43.8M, Vanguard S&P 500 Value ETF with a value of $42.8M, Dimensional ETF Tr Dimensional with a value of $35.3M, and Vanguard Bd Index Fd Inc Total with a value of $34.9M.

Examining the 13F form we can see an decrease of $755K in the current position value, from $423M to 422M.

Below you can find more details about Stordahl Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $414 Million
Technology: $3.64 Million
Consumer Cyclical: $1.1 Million
Consumer Defensive: $1.08 Million
Financial Services: $903,000
Communication Services: $669,000
Healthcare: $665,000
Utilities: $257,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $422 Million
  • Prior Value $423 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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