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The Analysis of Stordahl Capital Management, Inc.'s Holdings & P&L

Currently, Stordahl Capital Management, Inc. holds 63 types of securities in its portfolio with a total value $485.5M. In the most recent quarter, they have increased their positions in WPC (+26.1K shares, valued at $1.8M), VOOV (+6.7K shares, valued at $1.4M), N/A (+2.1K shares, valued at $1.3M); decreased their positions in DFIC (-40.4K shares, valued at $1.4M), DFEM (-34.2K shares, valued at $1.2M), DFSV (-21.4K shares, valued at $749.8K); initiated new positions in WPC (+26.1K shares, valued at $1.8M), RTX (+3.8K shares, valued at $734.0K).

1M P&L

+8.5M+2.03%

3M P&L

-84.1M-16.41%

HY P&L

-51.5M-10.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A388.7M

97.9%

2REIT - Diversified1.8M

0.4%

3Software - Infrastructure1.4M

0.4%

Top Industries by Stock Count

1N/A47 stocks

79.7%

2Discount Stores2 stocks

3.4%

3Internet Retail1 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS147.0K shares1.45%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST711.9K shares-1.32%2026-03-312026-04-15

VOOV VANGUARD ADMIRAL FDS INC245.4K shares2.82%2026-03-312026-04-15

DFIC DIMENSIONAL ETF TRUST1.4M shares-2.89%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS522.4K shares1.49%2026-03-312026-04-15

DFSV DIMENSIONAL ETF TRUST909.8K shares-2.30%2026-03-312026-04-15

STIP ISHARES TR212.0K shares2.36%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST614.7K shares-5.27%2026-03-312026-04-15

Sponsored

IVOG VANGUARD ADMIRAL FDS INC145.4K shares0.52%2026-03-312026-04-15

IVOV VANGUARD ADMIRAL FDS INC174.4K shares1.24%2026-03-312026-04-15

VOOG VANGUARD ADMIRAL FDS INC42.4K shares5.28%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS182.8K shares2.48%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T22.0K shares-0.87%2026-03-312026-04-15

IWM ISHARES TR21.9K shares-4.76%2026-03-312026-04-15

IVW ISHARES TR46.4K shares-3.70%2026-03-312026-04-15

IVE ISHARES TR21.5K shares-0.29%2026-03-312026-04-15

Sponsored

IEF ISHARES TR30.9K shares-0.49%2026-03-312026-04-15

IJK ISHARES TR27.5K shares-6.53%2026-03-312026-04-15

IJJ ISHARES TR16.7K shares-3.87%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR84.3K shares-2.55%2026-03-312026-04-15

WPC WP CAREY INC26.1K sharesnew addition2026-03-312026-04-15

IWN ISHARES TR8.3K shares-2.46%2026-03-312026-04-15

EFA ISHARES TR15.1K shares-5.84%2026-03-312026-04-15

VTI VANGUARD INDEX FDS4.6K shares-1.42%2026-03-312026-04-15

Sponsored

ESML ISHARES TR30.9K shares6.19%2026-03-312026-04-15

MSFT MICROSOFT CORP3.8K shares-0.47%2026-03-312026-04-15

AAPL APPLE INC4.6K shares-3.25%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS16.2K shares-2.04%2026-03-312026-04-15

IWB ISHARES TR2.7K shares-39.41%2026-03-312026-04-15

VIOO VANGUARD ADMIRAL FDS INC8.3K shares-3.81%2026-03-312026-04-15

VTWO VANGUARD SCOTTSDALE FDS8.2K shares-0.20%2026-03-312026-04-15

RTX RTX CORPORATION3.8K sharesnew addition2026-03-312026-04-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F13.1K shares-1.81%2026-03-312026-04-15

IWO ISHARES TR2.2K shares-7.10%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS12.7K shares13.69%2026-03-312026-04-15

IVOO VANGUARD ADMIRAL FDS INC5.5K shares2.40%2026-03-312026-04-15

SHY ISHARES TR7.6K shares-2.23%2026-03-312026-04-15

XJH ISHARES TR13.2K shares8.62%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR19.0K shares0.00%2026-03-312026-04-15

WMT WALMART INC4.7K shares-4.93%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC2.7K shares0.00%2026-03-312026-04-15

EEM ISHARES TR8.9K shares-4.11%2026-03-312026-04-15

VTWV VANGUARD SCOTTSDALE FDS2.8K shares-0.60%2026-03-312026-04-15

CMF ISHARES TR8.2K shares0.00%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F6.1K shares0.00%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF11.5K shares0.79%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION435 shares0.00%2026-03-312026-04-15

SBUX STARBUCKS CORP4.7K shares0.00%2026-03-312026-04-15

Sponsored

SCHA SCHWAB STRATEGIC TR12.8K shares0.00%2026-03-312026-04-15

NUSC NUSHARES ETF TR7.9K shares-2.66%2026-03-312026-04-15

LLY ELI LILLY & CO355 shares0.00%2026-03-312026-04-15

META META PLATFORMS INC516 shares-0.96%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.0K shares-3.67%2026-03-312026-04-15

AGG ISHARES TR2.9K shares0.00%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR474 shares0.00%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP2.2K shares0.00%2026-03-312026-04-15

Sponsored

IVV ISHARES TR392 shares0.00%2026-03-312026-04-15

VXUS VANGUARD STAR FDS3.3K shares0.00%2026-03-312026-04-15

AVLV AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-04-15

OMER OMEROS CORP22.9K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS546 shares0.00%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL488 shares-29.78%2026-03-312026-04-15

DGRO ISHARES TR3.2K shares0.00%2026-03-312026-04-15

VANGUARD INDEX FDS

1.45%

Shares147.0K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-1.32%

Shares711.9K

Event2026-03-31

Filed2026-04-15

VOOV

VANGUARD ADMIRAL FDS INC

2.82%

Shares245.4K

Event2026-03-31

Filed2026-04-15

DFIC

DIMENSIONAL ETF TRUST

-2.89%

Shares1.4M

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

1.49%

Shares522.4K

Event2026-03-31

Filed2026-04-15

DFSV

DIMENSIONAL ETF TRUST

-2.30%

Shares909.8K

Event2026-03-31

Filed2026-04-15

STIP

ISHARES TR

2.36%

Shares212.0K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

-5.27%

Shares614.7K

Event2026-03-31

Filed2026-04-15

IVOG

VANGUARD ADMIRAL FDS INC

0.52%

Shares145.4K

Event2026-03-31

Filed2026-04-15

IVOV

VANGUARD ADMIRAL FDS INC

1.24%

Shares174.4K

Event2026-03-31

Filed2026-04-15

VOOG

VANGUARD ADMIRAL FDS INC

5.28%

Shares42.4K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

2.48%

Shares182.8K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.87%

Shares22.0K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

-4.76%

Shares21.9K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

-3.70%

Shares46.4K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-0.29%

Shares21.5K

Event2026-03-31

Filed2026-04-15

IEF

ISHARES TR

-0.49%

Shares30.9K

Event2026-03-31

Filed2026-04-15

IJK

ISHARES TR

-6.53%

Shares27.5K

Event2026-03-31

Filed2026-04-15

IJJ

ISHARES TR

-3.87%

Shares16.7K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

-2.55%

Shares84.3K

Event2026-03-31

Filed2026-04-15

WPC

WP CAREY INC

New

Shares26.1K

Event2026-03-31

Filed2026-04-15

IWN

ISHARES TR

-2.46%

Shares8.3K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

-5.84%

Shares15.1K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-1.42%

Shares4.6K

Event2026-03-31

Filed2026-04-15

ESML

ISHARES TR

6.19%

Shares30.9K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-0.47%

Shares3.8K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-3.25%

Shares4.6K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-2.04%

Shares16.2K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

-39.41%

Shares2.7K

Event2026-03-31

Filed2026-04-15

VIOO

VANGUARD ADMIRAL FDS INC

-3.81%

Shares8.3K

Event2026-03-31

Filed2026-04-15

VTWO

VANGUARD SCOTTSDALE FDS

-0.20%

Shares8.2K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

New

Shares3.8K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.81%

Shares13.1K

Event2026-03-31

Filed2026-04-15

IWO

ISHARES TR

-7.10%

Shares2.2K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

13.69%

Shares12.7K

Event2026-03-31

Filed2026-04-15

IVOO

VANGUARD ADMIRAL FDS INC

2.40%

Shares5.5K

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

-2.23%

Shares7.6K

Event2026-03-31

Filed2026-04-15

XJH

ISHARES TR

8.62%

Shares13.2K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-4.93%

Shares4.7K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

-4.11%

Shares8.9K

Event2026-03-31

Filed2026-04-15

VTWV

VANGUARD SCOTTSDALE FDS

-0.60%

Shares2.8K

Event2026-03-31

Filed2026-04-15

CMF

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-15

IBIT

ISHARES BITCOIN TRUST ETF

0.79%

Shares11.5K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares435

Event2026-03-31

Filed2026-04-15

SBUX

STARBUCKS CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-15

NUSC

NUSHARES ETF TR

-2.66%

Shares7.9K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

0.00%

Shares355

Event2026-03-31

Filed2026-04-15