Stordahl Capital Management, Inc. Top Holdings and 13F Report (2025) About Stordahl Capital Management, Inc.Investment ActivityStordahl Capital Management, Inc. has $421.66 million in total holdings as of March 31, 2025.Stordahl Capital Management, Inc. owns shares of 57 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, Stordahl Capital Management, Inc. has purchased 61 new stocks and bought additional shares in 34 stocks.Stordahl Capital Management, Inc. sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $78,905,853Vanguard S&P 500 Value ETF $43,599,772Dimensional U.S. Small Cap ETF $42,033,393Dimensional International Core Equity 2 ETF $40,194,844Vanguard Total Bond Market ETF $36,150,182 Largest New Holdings this Quarter 464288356 - iShares California Muni Bond ETF $206,716 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,290 shares (about $2.72M)Dimensional International Core Equity 2 ETF 83,028 shares (about $2.31M)Dimensional U.S. Small Cap ETF 29,935 shares (about $1.79M)Dimensional US Small Cap Value ETF 33,106 shares (about $931.93K)Vanguard S&P 500 Value ETF 4,575 shares (about $842.67K) Largest Sales this Quarter Schwab US Large-Cap ETF 3,089 shares (about $68.21K)Omeros 7,344 shares (about $60.37K)Vanguard Growth ETF 83 shares (about $30.78K)Vanguard FTSE Developed Markets ETF 464 shares (about $23.59K)iShares Russell 2000 Growth ETF 91 shares (about $23.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStordahl Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$78,905,853$2,718,588 ▲3.6%153,54018.7%ETFVOOVVanguard S&P 500 Value ETF$43,599,772$842,669 ▲2.0%236,71110.3%ETFDFASDimensional U.S. Small Cap ETF$42,033,393$1,788,616 ▲4.4%703,48810.0%ETFDFICDimensional International Core Equity 2 ETF$40,194,844$2,305,687 ▲6.1%1,447,4209.5%ETFBNDVanguard Total Bond Market ETF$36,150,182$513,416 ▲1.4%492,1748.6%ETFDFSVDimensional US Small Cap Value ETF$24,555,174$931,934 ▲3.9%872,2975.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$19,811,464$230,427 ▲1.2%191,4714.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,784,516$534,254 ▲2.9%709,9214.5%ETFVOOGVanguard S&P 500 Growth ETF$16,227,337$125,430 ▲0.8%48,5153.8%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$15,504,308$315,062 ▲2.1%168,4473.7%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$14,436,147$448,170 ▲3.2%139,9263.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,439,597$162,221 ▲1.2%170,2513.2%ETFSPYSPDR S&P 500 ETF Trust$12,602,141$2,797 ▼0.0%22,5283.0%FinanceIWMiShares Russell 2000 ETF$5,215,620$4,588 ▲0.1%26,1451.2%FinanceIVWiShares S&P 500 Growth ETF$4,569,975$2,878 ▲0.1%49,2301.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,939,639$21,268 ▼-0.5%41,3090.9%ETFIVEiShares S&P 500 Value ETF$3,852,283$44,406 ▲1.2%20,2130.9%ETFSCHXSchwab US Large-Cap ETF$2,414,868$68,205 ▼-2.7%109,3690.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,361,318$57,463 ▲2.5%28,3540.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,995,671$359 ▼0.0%16,6680.5%ETFMSFTMicrosoft$1,897,252$54,432 ▲3.0%5,0540.4%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,529,666$68,995 ▲4.7%10,1320.4%ETFIWBiShares Russell 1000 ETF$1,375,422$17,177 ▼-1.2%4,4840.3%ETFEFAiShares MSCI EAFE ETF$1,235,921$2,288 ▼-0.2%15,1220.3%FinanceAAPLApple$1,057,675$13,104 ▼-1.2%4,7620.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$864,330$23,586 ▼-2.7%17,0040.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$829,105$386 ▲0.0%8,5910.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$812,372$268,717 ▲49.4%21,1500.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$755,739$54,519 ▲7.8%9,1350.2%ManufacturingVTWOVanguard Russell 2000 ETF$666,2500.0%8,2610.2%ETFIWOiShares Russell 2000 Growth ETF$631,998$23,256 ▼-3.5%2,4730.1%ETFVWOVanguard FTSE Emerging Markets ETF$608,858$10,455 ▼-1.7%13,4520.1%ETFAMZNAmazon.com$581,054$17,694 ▲3.1%3,0540.1%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$514,5420.0%19,6390.1%ETFBRK.BBerkshire Hathaway$504,353$9,054 ▲1.8%9470.1%FinanceSBUXStarbucks$489,469$589 ▲0.1%4,9900.1%Retail/WholesaleIVOOVanguard S&P Mid-Cap 400 ETF$472,474$26,846 ▲6.0%4,7870.1%ETFWMTWalmart$450,450$2,370 ▲0.5%5,1310.1%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$430,445$2,535 ▼-0.6%9,8500.1%FinanceCOSTCostco Wholesale$418,035$6,620 ▲1.6%4420.1%Retail/WholesaleMETAMeta Platforms$398,265$23,054 ▼-5.5%6910.1%Computer and TechnologyQQQInvesco QQQ$372,7910.0%7950.1%FinanceVTWVVanguard Russell 2000 Value ETF$360,807$1,464 ▼-0.4%2,7110.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$332,915$101,777 ▲44.0%8,5210.1%ETFVTEBVanguard Tax-Exempt Bond ETF$316,526$97,156 ▲44.3%6,3790.1%ETFNUSCNuveen ESG Small-Cap ETF$307,755$2,415 ▲0.8%8,0270.1%ETFLLYEli Lilly and Company$307,386$18,179 ▲6.3%3720.1%MedicalSCHASchwab US Small-Cap ETF$300,419$12,793 ▼-4.1%12,8220.1%ETFISHARES BITCOIN TRUST ETF$296,963$74,007 ▲33.2%6,3440.1%SHS BEN INTAGGiShares Core U.S. Aggregate Bond ETF$290,825$11,870 ▼-3.9%2,9400.1%FinanceWFCWells Fargo & Company$290,534$8,112 ▲2.9%4,0470.1%FinanceOMEROmeros$268,432$60,368 ▼-18.4%32,6560.1%MedicalPGProcter & Gamble$232,469$4,602 ▲2.0%1,3640.1%Consumer StaplesNUBDNuveen ESG U.S. Aggregate Bond ETF$229,415$865 ▼-0.4%10,3410.1%ETFIVViShares Core S&P 500 ETF$220,2650.0%3920.1%ETFVUGVanguard Growth ETF$207,659$30,778 ▼-12.9%5600.0%ETFCMFiShares California Muni Bond ETF$206,716$206,716 ▲New Holding3,6730.0%ETFPIImpinj$0$363,150 ▼-100.0%00.0%Computer and TechnologySRESempra$0$257,418 ▼-100.0%00.0%UtilitiesGOOGAlphabet$0$238,050 ▼-100.0%00.0%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$0$220,608 ▼-100.0%00.0%ETFBXBlackstone$0$206,904 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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