SCM
Stordahl Capital Management Portfolio holdings
AUM
$486M
1-Year Est. Return
13.9%
This Fund
S&P 500
1 Year Est. Return
+13.9%
AUM
$486M
AUM Growth
+$9.71M
(+2%)
Holding
64
Top Buys
| 1 | +$976K | |
| 2 | +$842K | |
| 3 | +$346K | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$267K |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$243K |
Top Sells
| 1 | +$987K | |
| 2 | +$528K | |
| 3 | +$504K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$223K |
| 5 |
Procter & Gamble
PG
|
+$205K |
Sector Composition
| 1 | Technology | 0.65% |
| 2 | Consumer Discretionary | 0.21% |
| 3 | Consumer Staples | 0.19% |
| 4 | Financials | 0.17% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.04T
| $349K | 0.07% |
695
-32
|
|
||
52
Meta Platforms (Facebook)
META
$1.65T
| $344K | 0.07% |
521
-44
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.71T
| $334K | 0.07% |
1,063
-141
|
|
||
54
Invesco QQQ Trust
QQQ
$399B
| $291K | 0.06% |
474
-37
|
|
||
55
iShares Core US Aggregate Bond ETF
AGG
$140B
| $290K | 0.06% |
2,903
+27
|
|
||
56
iShares Core S&P 500 ETF
IVV
$750B
| $268K | 0.06% |
392
|
|
||
57
Vanguard Growth ETF
VUG
$195B
| $266K | 0.05% |
546
-16
|
|
||
58
Bank of New York Mellon
BK
$82.2B
| $261K | 0.05% |
2,245
|
|
||
59
Vanguard Total International Stock ETF
VXUS
$138B
| $249K | 0.05% |
3,304
|
|
||
60
Avantis US Large Cap Value ETF
AVLV
$10.6B
| $227K | 0.05% |
2,999
|
|
||
61
iShares Core Dividend Growth ETF
DGRO
$38.8B
| $224K | 0.05% |
3,220
|
|
||
62
Wells Fargo
WFC
$255B
| $211K | 0.04% |
+2,264
|
|
||
63
Nuveen ESG US Aggregate Bond ETF
NUBD
$470M
| $204K | 0.04% |
9,128
-169
|
|
||
|
64
Procter & Gamble
PG
$380B
| – | – |
-1,337
|
|