Sponsored

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

Currently, Stordahl Capital Management, Inc. holds 68 types of securities in its portfolio with a total value $545.9M. In the most recent quarter, they have increased their positions in VOOG (+207.6K shares, valued at $17.1M), BND (+31.8K shares, valued at $2.3M), STIP (+14.9K shares, valued at $1.5M); decreased their positions in DFEM (-34.8K shares, valued at $1.4M), VOO (-744 shares, valued at $511.0K), N/A (-290 shares, valued at $216.6K); initiated new positions in AMGN (+938 shares, valued at $339.7K), N/A (+2.0K shares, valued at $235.6K), MOG.A (+500 shares, valued at $211.9K).

1M P&L

+3.0M+0.56%

3M P&L

+22.0M+4.28%

HY P&L

-42.8M-7.40%

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/A514.6M

98.1%

2Software - Infrastructure2.5M

0.5%

3REIT - Diversified1.9M

0.4%

Top Industries by Stock Count

1N/A46 stocks

78.0%

2Drug Manufacturers - General2 stocks

3.4%

3Internet Content & Information1 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS146.2K shares-0.51%2026-06-302026-07-14

DFAS DIMENSIONAL ETF TRUST724.3K shares1.75%2026-06-302026-07-14

VOOV VANGUARD ADMIRAL FDS INC249.7K shares1.75%2026-06-302026-07-14

DFIC DIMENSIONAL ETF TRUST1.4M shares2.62%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS554.1K shares6.08%2026-06-302026-07-14

DFSV DIMENSIONAL ETF TRUST913.6K shares0.41%2026-06-302026-07-14

DFEM DIMENSIONAL ETF TRUST579.9K shares-5.67%2026-06-302026-07-14

STIP ISHARES TR226.9K shares7.04%2026-06-302026-07-14

Sponsored

IVOG VANGUARD ADMIRAL FDS INC146.1K shares0.45%2026-06-302026-07-14

VOOG VANGUARD ADMIRAL FDS INC250.0K shares489.27%2026-06-302026-07-14

IVOV VANGUARD ADMIRAL FDS INC176.0K shares0.91%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T21.7K shares-1.32%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS196.5K shares7.50%2026-06-302026-07-14

IWM ISHARES TR21.5K shares-1.86%2026-06-302026-07-14

IVW ISHARES TR46.0K shares-0.82%2026-06-302026-07-14

IVE ISHARES TR21.4K shares-0.52%2026-06-302026-07-14

Sponsored

IJK ISHARES TR27.1K shares-1.58%2026-06-302026-07-14

IEF ISHARES TR30.5K shares-1.09%2026-06-302026-07-14

MSFT MICROSOFT CORP6.7K shares76.38%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR83.4K shares-1.13%2026-06-302026-07-14

IJJ ISHARES TR16.6K shares-0.83%2026-06-302026-07-14

WPC WP CAREY INC26.2K shares0.16%2026-06-302026-07-14

IWN ISHARES TR8.2K shares-1.22%2026-06-302026-07-14

ESML ISHARES TR30.9K shares0.00%2026-06-302026-07-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.5K shares-0.88%2026-06-302026-07-14

EFA ISHARES TR14.8K shares-1.88%2026-06-302026-07-14

AAPL APPLE INC4.7K shares2.22%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS16.0K shares-0.99%2026-06-302026-07-14

VIOO VANGUARD ADMIRAL FDS INC8.1K shares-2.18%2026-06-302026-07-14

IWB ISHARES TR2.7K shares-0.74%2026-06-302026-07-14

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS8.2K shares-0.11%2026-06-302026-07-14

IWO ISHARES TR2.2K shares-0.05%2026-06-302026-07-14

Sponsored

AMZN AMAZON COM INC3.4K shares26.24%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F12.6K shares-3.62%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION3.8K shares0.11%2026-06-302026-07-14

IVOO VANGUARD ADMIRAL FDS INC5.5K shares-0.38%2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR19.0K shares0.00%2026-06-302026-07-14

XJH ISHARES TR13.2K shares0.00%2026-06-302026-07-14

SBUX STARBUCKS CORP6.4K shares35.67%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS12.8K shares0.98%2026-06-302026-07-14

Sponsored

SHY ISHARES TR7.6K shares0.00%2026-06-302026-07-14

EEM ISHARES TR8.8K shares-1.12%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION639 shares46.90%2026-06-302026-07-14

VTWV VANGUARD SCOTTSDALE FDS2.8K shares-1.60%2026-06-302026-07-14

WMT WALMART INC4.7K shares0.85%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F5.7K shares-7.19%2026-06-302026-07-14

CMF ISHARES TR8.2K shares0.21%2026-06-302026-07-14

ISHARES TR ISHARES TR629 shares60.46%2026-06-302026-07-14

Sponsored

SCHA SCHWAB STRATEGIC TR12.8K shares0.00%2026-06-302026-07-14

LLY ELI LILLY & CO363 shares2.25%2026-06-302026-07-14

NUSC NUSHARES ETF TR8.0K shares1.08%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF11.6K shares0.86%2026-06-302026-07-14

GOOG ALPHABET INC998 shares-2.54%2026-06-302026-07-14

QQQ INVESCO QQQ TR474 shares0.00%2026-06-302026-07-14

AMGN AMGEN INC938 sharesnew addition2026-06-302026-07-14

BK BANK OF NY MELLON CORP2.3K shares1.38%2026-06-302026-07-14

Sponsored

META PLATFORMS INC META PLATFORMS INC528 shares2.33%2026-06-302026-07-14

VUG VANGUARD INDEX FDS3.3K shares500.00%2026-06-302026-07-14

ISHARES TR ISHARES TR2.8K shares-2.93%2026-06-302026-07-14

AVLV AMERICAN CENTY ETF TR3.0K shares0.00%2026-06-302026-07-14

VXUS VANGUARD STAR FDS3.0K shares-7.87%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL509 shares4.30%2026-06-302026-07-14

DGRO ISHARES TR3.2K shares0.00%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC2.0K sharesnew addition2026-06-302026-07-14

Sponsored

OMER OMEROS CORP22.9K shares0.00%2026-06-302026-07-14

MOG.A MOOG INC500 sharesnew addition2026-06-302026-07-14

VO VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-14

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-06-302026-07-14

VOO

VANGUARD INDEX FDS

-0.51%

Shares146.2K

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL ETF TRUST

1.75%

Shares724.3K

Event2026-06-30

Filed2026-07-14

VOOV

VANGUARD ADMIRAL FDS INC

1.75%

Shares249.7K

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL ETF TRUST

2.62%

Shares1.4M

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

6.08%

Shares554.1K

Event2026-06-30

Filed2026-07-14

DFSV

DIMENSIONAL ETF TRUST

0.41%

Shares913.6K

Event2026-06-30

Filed2026-07-14

DFEM

DIMENSIONAL ETF TRUST

-5.67%

Shares579.9K

Event2026-06-30

Filed2026-07-14

STIP

ISHARES TR

7.04%

Shares226.9K

Event2026-06-30

Filed2026-07-14

IVOG

VANGUARD ADMIRAL FDS INC

0.45%

Shares146.1K

Event2026-06-30

Filed2026-07-14

VOOG

VANGUARD ADMIRAL FDS INC

489.27%

Shares250.0K

Event2026-06-30

Filed2026-07-14

IVOV

VANGUARD ADMIRAL FDS INC

0.91%

Shares176.0K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-1.32%

Shares21.7K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

7.50%

Shares196.5K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-1.86%

Shares21.5K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

-0.82%

Shares46.0K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-0.52%

Shares21.4K

Event2026-06-30

Filed2026-07-14

IJK

ISHARES TR

-1.58%

Shares27.1K

Event2026-06-30

Filed2026-07-14

IEF

ISHARES TR

-1.09%

Shares30.5K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

76.38%

Shares6.7K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-1.13%

Shares83.4K

Event2026-06-30

Filed2026-07-14

IJJ

ISHARES TR

-0.83%

Shares16.6K

Event2026-06-30

Filed2026-07-14

WPC

WP CAREY INC

0.16%

Shares26.2K

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

-1.22%

Shares8.2K

Event2026-06-30

Filed2026-07-14

ESML

ISHARES TR

0.00%

Shares30.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-0.88%

Shares4.5K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-1.88%

Shares14.8K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

2.22%

Shares4.7K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

-0.99%

Shares16.0K

Event2026-06-30

Filed2026-07-14

VIOO

VANGUARD ADMIRAL FDS INC

-2.18%

Shares8.1K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

-0.74%

Shares2.7K

Event2026-06-30

Filed2026-07-14

VANGUARD SCOTTSDALE FDS

-0.11%

Shares8.2K

Event2026-06-30

Filed2026-07-14

IWO

ISHARES TR

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

26.24%

Shares3.4K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

-3.62%

Shares12.6K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

0.11%

Shares3.8K

Event2026-06-30

Filed2026-07-14

IVOO

VANGUARD ADMIRAL FDS INC

-0.38%

Shares5.5K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-14

XJH

ISHARES TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

35.67%

Shares6.4K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

0.98%

Shares12.8K

Event2026-06-30

Filed2026-07-14

SHY

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

-1.12%

Shares8.8K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

46.90%

Shares639

Event2026-06-30

Filed2026-07-14

VTWV

VANGUARD SCOTTSDALE FDS

-1.60%

Shares2.8K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

0.85%

Shares4.7K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-7.19%

Shares5.7K

Event2026-06-30

Filed2026-07-14

CMF

ISHARES TR

0.21%

Shares8.2K

Event2026-06-30

Filed2026-07-14

ISHARES TR

60.46%

Shares629

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

2.25%

Shares363

Event2026-06-30

Filed2026-07-14

NUSC

NUSHARES ETF TR

1.08%

Shares8.0K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

0.86%

Shares11.6K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-2.54%

Shares998

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

0.00%

Shares474

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

New

Shares938

Event2026-06-30

Filed2026-07-14

BANK OF NY MELLON CORP

1.38%

Shares2.3K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

2.33%

Shares528

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

500.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-2.93%

Shares2.8K

Event2026-06-30

Filed2026-07-14

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

-7.87%

Shares3.0K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.30%

Shares509

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

OMER

OMEROS CORP

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-14

MOG.A

MOOG INC

New

Shares500

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available