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Stordahl Capital Management Portfolio holdings

AUM $546M
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
+10.94%
1 Year Est. Return
+20.31%
3 Year Est. Return
+50.07%
5 Year Est. Return
+48.11%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$60.4M
Cap. Flow
+$8.69M
Cap. Flow %
1.59%
Top 10 Hldgs %
79.08%
Holding
68
New
5
Increased
26
Reduced
27
Closed
–

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$2.33M
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.54M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.34M
4
MSFT icon
Microsoft
MSFT
+$1.17M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.08M

Top Sells

1
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.37M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$496K
3
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$361K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$210K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$115K

Sector Composition

1 Technology 0.75%
2 Real Estate 0.34%
3 Consumer Discretionary 0.27%
4 Consumer Staples 0.25%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUSC icon
51
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$414K 0.08%
7,951
+85
+1% +$4.18K
IBIT icon
52
iShares Bitcoin Trust
IBIT
$47.1B
$385K 0.07%
11,570
+99
+0.9% +$4.03K
GOOG icon
53
Alphabet (Google) Class C
GOOG
$4.32T
$353K 0.06%
998
-26
-3% -$9.29K
QQQ icon
54
Invesco QQQ Trust
QQQ
$473B
$349K 0.06%
474
– –
AMGN icon
55
Amgen
AMGN
$201B
$340K 0.06%
+938
New +$321K
BNY
56
Bank of New York Mellon
BNY
$110B
$329K 0.06%
2,276
+31
+1% +$4.24K
META icon
57
Meta Platforms (Facebook)
META
$1.69T
$297K 0.05%
528
+12
+2% +$7.34K
VUG icon
58
Vanguard Growth ETF
VUG
$224B
$282K 0.05%
3,276
– –
AGG icon
59
iShares Core US Aggregate Bond ETF
AGG
$138B
$279K 0.05%
2,818
-85
-3% -$8.41K
AVLV icon
60
Avantis US Large Cap Value ETF
AVLV
$17B
$274K 0.05%
2,999
– –
VXUS icon
61
Vanguard Total International Stock ETF
VXUS
$154B
$260K 0.05%
3,044
-260
-8% -$21.8K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.06T
$255K 0.05%
509
+21
+4% +$10.1K
DGRO icon
63
iShares Core Dividend Growth ETF
DGRO
$42.3B
$244K 0.04%
3,220
– –
CSCO icon
64
Cisco
CSCO
$432B
$236K 0.04%
+2,006
New +$210K
OMER icon
65
Omeros
OMER
$667M
$217K 0.04%
22,860
– –
MOG.A icon
66
Moog Inc Class A
MOG.A
$12.1B
$212K 0.04%
+500
New +$171K
VO icon
67
Vanguard Mid-Cap ETF
VO
$106B
$210K 0.04%
+2,608
New +$202K
PG icon
68
Procter & Gamble
PG
$353B
$203K 0.04%
+1,387
New +$202K
1 2
3

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