SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
1-Year Return
10.22%
This Quarter Return
+0.26%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$400M
AUM Growth
+$377K
(+0.09%)
Cap. Flow
-$127K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
79.7%
Holding
58
New
1
Increased
15
Reduced
25
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.65M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.05M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$648K |
| 4 |
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
|
$620K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$336K |
Sector Composition
| 1 | Technology | 0.63% |
| 2 | Consumer Staples | 0.24% |
| 3 | Consumer Discretionary | 0.23% |
| 4 | Healthcare | 0.08% |
| 5 | Communication Services | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| $212K | 0.05% |
520
-20
| -4% | -$8.14K |
|