SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+4.9%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+4.1%)
Cap. Flow
-$1.44M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
81.54%
Holding
48
New
3
Increased
12
Reduced
23
Closed
1
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$4.12M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.35M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$619K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$460K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$436K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.64M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$905K |
| 3 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$731K |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
$323K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$269K |
Sector Composition
| 1 | Consumer Staples | 0.42% |
| 2 | Consumer Discretionary | 0.34% |
| 3 | Technology | 0.25% |
| 4 | Energy | 0.12% |
| 5 | Industrials | 0% |
