SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
-12.25%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-8.7%)
Cap. Flow
-$3M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
75.52%
Holding
46
New
3
Increased
15
Reduced
20
Closed
4
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.98M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$787K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$444K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$269K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$63K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$2.89M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.36M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$453K |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
$307K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$272K |
Sector Composition
| 1 | Energy | 0.26% |
| 2 | Industrials | 0.24% |
| 3 | Consumer Staples | 0.23% |
| 4 | Financials | 0.17% |
| 5 | Technology | 0.15% |
