Stordahl Capital Management, Inc.

CIK 0001729093 • 6 13F filings • May 5, 2025 – Jul 14, 2026

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Filer information

Filed by: Stordahl Capital Management, Inc., Chief Compliance Officer and Chief Operating Officer
Address: 8400 EAST CRESCENT PARKWAY, SUITE 420, GREENWOOD VILLAGE, CO, 80111
Phone: 303-770-0602
AUM: $485.8M

AUM over time

$545.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $485.8M63 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$334K	0.1%Prev: 0.1%	1,063 SH	Increased-141 SH
AMAZON COM INC	COM	$626K	0.1%Prev: 0.1%	2,710 SH	Increased
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$227K	0.0%Prev: 0.0%	2,999 SH	Increased
APPLE INC	COM	$1.3M	0.3%Prev: 0.3%	4,795 SH	Increased-18 SH
BANK NEW YORK MELLON CORP	COM	$261K	0.1%Prev: 0.1%	2,245 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$349K	0.1%Prev: 0.1%	695 SH	Decreased-32 SH
COSTCO WHSL CORP NEW	COM	$375K	0.1%Prev: 0.1%	435 SH	Decreased
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$21.5M	4.4%Prev: 4.5%	648,861 SH	Increased-16,168 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$48.3M	9.9%Prev: 9.7%	1,401,706 SH	Increased-6,690 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$50.3M	10.3%Prev: 10.4%	721,406 SH	Increased-199 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$30.6M	6.3%Prev: 6.2%	931,205 SH	Increased+8,312 SH
ELI LILLY & CO	COM	$382K	0.1%Prev: 0.1%	355 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$291K	0.1%Prev: 0.1%	474 SH	Decreased-37 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$565K	0.1%Prev: 0.1%	11,381 SH	Decreased+1,102 SH
ISHARES TR	0-5 YR TIPS ETF	$21.2M	4.4%Prev: 4.3%	207,093 SH	Increased+8,176 SH
ISHARES TR	1 3 YR TREAS BD	$640K	0.1%Prev: 0.1%	7,729 SH	Decreased-460 SH
ISHARES TR	7-10 YR TRSY BD	$3.0M	0.6%Prev: 0.7%	31,024 SH	Decreased-1,835 SH
ISHARES TR	CALIF MUN BD ETF	$472K	0.1%Prev: 0.0%	8,208 SH	Increased+4,232 SH
ISHARES TR	CORE DIV GRWTH	$224K	0.0%Prev: 0.0%	3,220 SH	Increased
ISHARES TR	CORE S&P500 ETF	$268K	0.1%Prev: 0.1%	392 SH	Increased
ISHARES TR	CORE US AGGBD ET	$290K	0.1%Prev: 0.1%	2,903 SH	Increased+27 SH
ISHARES TR	ESG AWARE MSCI	$1.3M	0.3%Prev: 0.3%	29,116 SH	Increased-5 SH
ISHARES TR	ESG SELECT SCRE	$541K	0.1%Prev: 0.1%	12,108 SH	Increased+260 SH
ISHARES TR	MSCI EAFE ETF	$1.5M	0.3%Prev: 0.3%	16,066 SH	Increased+637 SH
ISHARES TR	MSCI EMG MKT ETF	$510K	0.1%Prev: 0.1%	9,317 SH	Increased+359 SH
ISHARES TR	RUS 1000 ETF	$1.7M	0.3%Prev: 0.3%	4,474 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$769K	0.2%Prev: 0.2%	2,379 SH	Decreased-25 SH
ISHARES TR	RUS 2000 VAL ETF	$1.5M	0.3%Prev: 0.3%	8,459 SH	Increased+120 SH
ISHARES TR	RUSSELL 2000 ETF	$5.7M	1.2%Prev: 1.2%	23,035 SH	Increased-270 SH
ISHARES TR	S&P 500 GRWT ETF	$5.9M	1.2%Prev: 1.2%	48,136 SH	Increased-719 SH
ISHARES TR	S&P 500 VAL ETF	$4.6M	0.9%Prev: 0.9%	21,578 SH	Increased-151 SH
ISHARES TR	S&P MC 400GR ETF	$2.9M	0.6%Prev: 0.6%	29,436 SH	Increased+385 SH
ISHARES TR	S&P MC 400VL ETF	$2.3M	0.5%Prev: 0.5%	17,424 SH	Increased+189 SH
META PLATFORMS INC	CL A	$344K	0.1%Prev: 0.1%	521 SH	Decreased-44 SH
MICROSOFT CORP	COM	$1.8M	0.4%Prev: 0.4%	3,803 SH	Decreased-291 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$361K	0.1%Prev: 0.1%	8,081 SH	Decreased-140 SH
NUSHARES ETF TR	NUVEEN ESG US	$204K	0.0%Prev: 0.0%	9,128 SH	Decreased-169 SH
OMEROS CORP	COM	$393K	0.1%Prev: 0.0%	22,860 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	0.5%Prev: 0.6%	86,553 SH	Decreased-18,872 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$572K	0.1%Prev: 0.1%	19,007 SH	Decreased-469 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$365K	0.1%Prev: 0.1%	12,822 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$15.1M	3.1%Prev: 3.1%	22,152 SH	Increased-198 SH
STARBUCKS CORP	COM	$400K	0.1%Prev: 0.1%	4,746 SH	Decreased-244 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$17.9M	3.7%Prev: 3.7%	40,296 SH	Increased-299 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$48.9M	10.1%Prev: 10.0%	238,687 SH	Increased+878 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$17.4M	3.6%Prev: 3.6%	144,668 SH	Increased-201 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$605K	0.1%Prev: 0.1%	5,410 SH	Increased+115 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$17.4M	3.6%Prev: 3.6%	172,306 SH	Increased+456 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$952K	0.2%Prev: 0.2%	8,581 SH	Increased-15 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$38.1M	7.8%Prev: 7.8%	514,675 SH	Increased+13,119 SH
VANGUARD INDEX FDS	GROWTH ETF	$266K	0.1%Prev: 0.1%	546 SH	Decreased-16 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$90.9M	18.7%Prev: 18.8%	144,889 SH	Increased-1,588 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.3%Prev: 0.3%	4,637 SH	Decreased-105 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$450K	0.1%Prev: 0.1%	6,122 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$718K	0.1%Prev: 0.2%	13,350 SH	Decreased-137 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$563K	0.1%Prev: 0.1%	11,187 SH	Increased+661 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$14.2M	2.9%Prev: 2.9%	178,404 SH	Increased+4,338 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$816K	0.2%Prev: 0.2%	8,201 SH	Increased-9 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$452K	0.1%Prev: 0.1%	2,827 SH	Increased+2 SH
VANGUARD STAR FDS	VG TL INTL STK F	$249K	0.1%Prev: 0.1%	3,304 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	0.2%Prev: 0.2%	16,501 SH	Increased-138 SH
WALMART INC	COM	$551K	0.1%Prev: 0.1%	4,947 SH	Increased-163 SH
WELLS FARGO CO NEW	COM	$211K	0.0%	2,264 SH	New

Sold (vs prior filing)

PROCTER AND GAMBLE CO — $205K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001172661-26-000318	$485.8M	View
Nov 5, 2025	Q3 2025	13F-HR	0001172661-25-004583	$476.1M	View
Jul 14, 2026	Q2 2026