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Stordahl Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Stordahl Capital Management, Inc.

报告期 2026-03-31 · CIK 0001729093

持仓数

63

前50大市值合计

$482.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$87.8M

146,988

18.2%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$50.6M

711,896

10.5%

VOOV VANGUARD ADMIRAL FDS INC

500 VAL IDX FD

$50.0M

245,421

10.4%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$48.4M

1,361,259

10.0%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$38.5M

522,354

8.0%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$31.9M

909,808

6.6%

STIP ISHARES TR

0-5 YR TIPS ETF

$21.9M

211,973

4.5%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$21.2M

614,698

4.4%

IVOG VANGUARD ADMIRAL FDS INC

MIDCP 400 GRTH

$18.2M

145,424

3.8%

IVOV VANGUARD ADMIRAL FDS INC

MIDCP 400 VAL

$17.8M

174,434

3.7%

VOOG VANGUARD ADMIRAL FDS INC

500 GRTH IDX F

$17.3M

42,423

3.6%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$14.5M

182,830

3.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$14.3M

21,960

3.0%

IWM ISHARES TR

RUSSELL 2000 ETF

$5.4M

21,939

1.1%

IVW ISHARES TR

S&P 500 GRWT ETF

$5.2M

46,354

1.1%

IVE ISHARES TR

S&P 500 VAL ETF

$4.5M

21,516

0.9%

IEF ISHARES TR

7-10 YR TRSY BD

$2.9M

30,872

0.6%

IJK ISHARES TR

S&P MC 400GR ETF

$2.8M

27,515

0.6%

IJJ ISHARES TR

S&P MC 400VL ETF

$2.2M

16,749

0.5%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.2M

84,342

0.4%

WPC WP CAREY INC

COM

$1.8M

26,113

0.4%

IWN ISHARES TR

RUS 2000 VAL ETF

$1.6M

8,251

0.3%

EFA ISHARES TR

MSCI EAFE ETF

$1.5M

15,128

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.5M

4,571

0.3%

ESML ISHARES TR

ESG AWARE MSCI

$1.5M

30,918

0.3%

MSFT MICROSOFT CORP

COM

$1.4M

3,785

0.3%

AAPL APPLE INC

COM

$1.2M

4,639

0.2%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.0M

16,164

0.2%

IWB ISHARES TR

RUS 1000 ETF

$966.6K

2,711

0.2%

VIOO VANGUARD ADMIRAL FDS INC

SMLLCP 600 IDX

$947.8K

8,254

0.2%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$819.9K

8,185

0.2%

RTX RTX CORPORATION

COM

$734.0K

3,805

0.2%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$708.5K

13,109

0.1%

IWO ISHARES TR

RUS 2000 GRW ETF

$693.6K

2,210

0.1%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$634.5K

12,718

0.1%

IVOO VANGUARD ADMIRAL FDS INC

MIDCP 400 IDX

$633.4K

5,540

0.1%

SHY ISHARES TR

1 3 YR TREAS BD

$624.0K

7,557

0.1%

XJH ISHARES TR

ESG SELECT SCRE

$596.7K

13,152

0.1%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$588.5K

19,007

0.1%

WMT WALMART INC

COM

$584.5K

4,703

0.1%

AMZN AMAZON COM INC

COM

$564.4K

2,710

0.1%

EEM ISHARES TR

MSCI EMG MKT ETF

$507.4K

8,934

0.1%

VTWV VANGUARD SCOTTSDALE FDS

VNG RUS2000VAL

$469.9K

2,810

0.1%

CMF ISHARES TR

CALIF MUN BD ETF

$466.7K

8,208

0.1%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$459.8K

6,122

0.1%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$440.7K

11,471

0.1%

COST COSTCO WHOLESALE CORPORATION

COM

$433.4K

435

0.1%

SBUX STARBUCKS CORP

COM

$425.2K

4,746

0.1%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$372.9K

12,822

0.1%

NUSC NUSHARES ETF TR

NUVEEN ESG SMLCP

$354.4K

7,866

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

64%前 6 大占比

VOO18.2%DFAS10.5%VOOV10.4%DFIC10.0%BND8.0%DFSV6.6%