SCM
Stordahl Capital Management Portfolio holdings
AUM
$476M
1-Year Est. Return
10.31%
1 Year Est. Return
+10.31%
AUM
$476M
AUM Growth
+$26M
(+5.8%)
Holding
64
Top Buys
| 1 | +$1.92M | |
| 2 | +$985K | |
| 3 | +$835K | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$388K |
| 5 |
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
|
+$369K |
Top Sells
| 1 | +$3.86M | |
| 2 | +$2.17M | |
| 3 | +$449K | |
| 4 |
Wells Fargo
WFC
|
+$324K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$243K |
Sector Composition
| 1 | Technology | 0.7% |
| 2 | Consumer Staples | 0.24% |
| 3 | Consumer Discretionary | 0.21% |
| 4 | Communication Services | 0.15% |
| 5 | Financials | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$3.8T
| $293K | 0.06% |
1,204
-47
|
|
||
52
iShares Core US Aggregate Bond ETF
AGG
$134B
| $288K | 0.06% |
2,876
-29
|
|
||
53
Eli Lilly
LLY
$947B
| $271K | 0.06% |
355
-17
|
|
||
54
Vanguard Growth ETF
VUG
$201B
| $270K | 0.06% |
562
-25
|
|
||
55
iShares Core S&P 500 ETF
IVV
$729B
| $262K | 0.06% |
392
|
|
||
56
Bank of New York Mellon
BK
$78B
| $245K | 0.05% |
2,245
+39
|
|
||
57
Vanguard Total International Stock ETF
VXUS
$111B
| $243K | 0.05% |
3,304
|
|
||
58
iShares California Muni Bond ETF
CMF
$3.61B
| $227K | 0.05% |
3,976
+20
|
|
||
59
iShares Core Dividend Growth ETF
DGRO
$35.4B
| $219K | 0.05% |
3,220
|
|
||
60
Avantis US Large Cap Value ETF
AVLV
$8.77B
| $217K | 0.05% |
2,999
|
|
||
61
Nuveen ESG US Aggregate Bond ETF
NUBD
$448M
| $209K | 0.04% |
9,297
-623
|
|
||
62
Procter & Gamble
PG
$345B
| $205K | 0.04% |
1,337
|
|
||
63
Omeros
OMER
$686M
| $93.7K | 0.02% |
22,860
-9,796
|
|
||
|
64
Wells Fargo
WFC
$268B
| – | – |
-4,047
|
|