SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
-0.91%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$423M
AUM Growth
+$423M
(+0.56%)
Cap. Flow
+$6.76M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
78.77%
Holding
62
New
11
Increased
16
Reduced
24
Closed
1
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.19M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.73M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.33M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.15M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$815K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.68M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$1.39M |
| 3 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$505K |
| 4 |
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
|
$437K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
$361K |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Consumer Discretionary | 0.26% |
| 3 | Consumer Staples | 0.26% |
| 4 | Financials | 0.21% |
| 5 | Communication Services | 0.16% |
