Stordahl Capital Management, Inc. Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$421.7B

Holdings

57

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (57 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
153,540$78.9B18.71%
2
VOOVVANGUARD ADMIRAL FDS INC
236,711$43.6B10.34%
3
DFASDIMENSIONAL ETF TRUST
703,488$42.0B9.97%
4
DFICDIMENSIONAL ETF TRUST
1,447,420$40.2B9.53%
5
BNDVANGUARD BD INDEX FDS
492,174$36.2B8.57%
6
DFSVDIMENSIONAL ETF TRUST
872,297$24.6B5.82%
7
STIPISHARES TR
191,471$19.8B4.70%
8
DFEMDIMENSIONAL ETF TRUST
709,921$18.8B4.45%
9
VOOGVANGUARD ADMIRAL FDS INC
48,515$16.2B3.85%
10
IVOVVANGUARD ADMIRAL FDS INC
168,447$15.5B3.68%
11
IVOGVANGUARD ADMIRAL FDS INC
139,926$14.4B3.42%
12
VCSHVANGUARD SCOTTSDALE FDS
170,251$13.4B3.19%
13
SPYSPDR S&P 500 ETF TR
22,528$12.6B2.99%
14
IWMISHARES TR
26,145$5.2B1.24%
15
IVWISHARES TR
49,230$4.6B1.08%
16
IEFISHARES TR
41,309$3.9B0.93%
17
IVEISHARES TR
20,213$3.9B0.91%
18
SCHXSCHWAB STRATEGIC TR
109,369$2.4B0.57%
19
IJKISHARES TR
28,354$2.4B0.56%
20
IJJISHARES TR
16,668$2.0B0.47%
21
MSFTMICROSOFT CORP
5,054$1.9B0.45%
22
IWNISHARES TR
10,132$1.5B0.36%
23
IWBISHARES TR
4,484$1.4B0.33%
24
EFAISHARES TR
15,122$1.2B0.29%
25
AAPLAPPLE INC
4,762$1.1B0.25%
26
VEAVANGUARD TAX-MANAGED FDS
17,004$864.3M0.20%
27
VIOOVANGUARD ADMIRAL FDS INC
8,591$829.1M0.20%
28
ESMLISHARES TR
21,150$812.4M0.19%
29
SHYISHARES TR
9,135$755.7M0.18%
30
VTWOVANGUARD SCOTTSDALE FDS
8,261$666.3M0.16%
31
IWOISHARES TR
2,473$632.0M0.15%
32
VWOVANGUARD INTL EQUITY INDEX F
13,452$608.9M0.14%
33
AMZNAMAZON COM INC
3,054$581.1M0.14%
34
SCHMSCHWAB STRATEGIC TR
19,639$514.5M0.12%
35
BRK/BBERKSHIRE HATHAWAY INC DEL
947$504.4M0.12%
36
SBUXSTARBUCKS CORP
4,990$489.5M0.12%
37
IVOOVANGUARD ADMIRAL FDS INC
4,787$472.5M0.11%
38
WMTWALMART INC
5,131$450.4M0.11%
39
EEMISHARES TR
9,850$430.4M0.10%
40
COSTCOSTCO WHSL CORP NEW
442$418.0M0.10%
41
METAMETA PLATFORMS INC
691$398.3M0.09%
42
NDQINVESCO QQQ TR
795$372.8M0.09%
43
VTWVVANGUARD SCOTTSDALE FDS
2,711$360.8M0.09%
44
XJHISHARES TR
8,521$332.9M0.08%
45
VTEBVANGUARD MUN BD FDS
6,379$316.5M0.08%
46
NUSCNUSHARES ETF TR
8,027$307.8M0.07%
47
LLYELI LILLY & CO
372$307.4M0.07%
48
SCHASCHWAB STRATEGIC TR
12,822$300.4M0.07%
49
IBITISHARES BITCOIN TRUST ETF
6,344$297.0M0.07%
50
AGGISHARES TR
2,940$290.8M0.07%
51
WFCWELLS FARGO CO NEW
4,047$290.5M0.07%
52
OMEROMEROS CORP
32,656$268.4M0.06%
53
PGPROCTER AND GAMBLE CO
1,364$232.5M0.06%
54
NUBDNUSHARES ETF TR
10,341$229.4M0.05%
55
IVVISHARES TR
392$220.3M0.05%
56
VUGVANGUARD INDEX FDS
560$207.7M0.05%
57
CMFISHARES TR
3,673$206.7M0.05%