SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+7.48%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$450M
AUM Growth
+$450M
(+6.7%)
Cap. Flow
-$1.9M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
79.06%
Holding
64
New
7
Increased
23
Reduced
27
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.44M |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$717K |
| 3 |
Vanguard Total Bond Market
BND
|
$471K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$382K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$380K |
Top Sells
Sector Composition
| 1 | Technology | 0.77% |
| 2 | Consumer Staples | 0.25% |
| 3 | Consumer Discretionary | 0.25% |
| 4 | Financials | 0.21% |
| 5 | Communication Services | 0.16% |
