Titelia

Holdings of Stordahl Capital Management, Inc.

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Net assets
-
Positions
56 in 1 countries
Top ten
87.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 146,98887.8M $
2Dimensional U S Small Cap ETF 711,89650.6M $
3VANGUARD ADMIRAL FUNDS 245,42150M $
4Dimensional International Core 1,361,25948.4M $
5Vanguard Total Bond Market ETF 522,35438.5M $
6iShares 0-5 Year TIPS Bond ETF 211,97321.9M $
7Vanguard Admiral Funds Inc. 145,42418.2M $
8VANGUARD ADMIRAL FUNDS 42,42317.3M $
9Vanguard Short-Term Corporate Bond ETF 182,83014.5M $
10SPDR S&P 500 ETF TRUST 21,96014.3M $
11iShares Russell 2000 ETF 21,9395.4M $
12iShares Trust 46,3545.2M $
13iShares Trust 21,5164.5M $
14iShares 7-10 Year Treasury Bond ETF 30,8722.9M $
15ISHARES TRUST 27,5152.8M $
16iShares S&P Mid-Cap 400 Value ETF 16,7492.2M $
17Schwab U.S. Large-Cap ETF 84,3422.2M $
18WP Carey Inc 26,1131.8M $
19iShares Russell 2000 Value ETF 8,2511.6M $
20ISHARES TRUST 15,1281.5M $
21Vanguard Total Stock Market ETF 4,5711.5M $
22iShares ESG Aware MSCI USA Small-Cap ETF 30,9181.5M $
23Microsoft Corp 3,7851.4M $
24Apple Inc 4,6391.2M $
25VANGUARD TAX-MANAGED FUNDS 16,1641M $
26ISHARES TRUST 2,711966.6K $
27VANGUARD SCOTTSDALE FUNDS 8,185819.9K $
28RTX Corp 3,805734K $
29VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 13,109708.5K $
30iShares Russell 2000 Growth ETF 2,210693.6K $
31VANGUARD MUN BD FD INC 12,718634.5K $
32VANGUARD ADMIRAL FDS INC 5,540633.4K $
33ISHARES TRUST 7,557624K $
34iShares Trust 13,152596.7K $
35Walmart Inc 4,703584.5K $
36Amazon.com Inc 2,710564.4K $
37ISHARES INC 8,934507.4K $
38iShares California Muni Bond ETF 8,208466.7K $
39Vanguard FTSE All-World ex-US ETF 6,122459.8K $
40iShares Bitcoin Trust ETF 11,471440.7K $
41Costco Wholesale Corp 435433.4K $
42STARBUCKS CORP 4,746425.2K $
43Schwab U.S. Small-Cap ETF 12,822372.9K $
44Eli Lilly & Co 355326.7K $
45Meta Platforms Inc 516295.2K $
46Alphabet Inc 1,024293.7K $
47iShares Core U.S. Aggregate Bond ETF 2,903288.2K $
48Invesco QQQ Trust Series 1 474273.6K $
49Bank of New York Mellon Corp/The 2,245266.3K $
50iShares Core S&P 500 ETF 392256.1K $
51VANGUARD STAR FUNDS 3,304254.8K $
52Avantis US Large Cap Value ETF 2,999241.7K $
53OMEROS CORP 22,860241.4K $
54Vanguard Growth ETF 546238.5K $
55Berkshire Hathaway Inc 488233.9K $
56iShares Core Dividend Growth ETF 3,220226K $

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Sector breakdown

  • Funds 26.6 %
  • Technology 0.6 %
  • Consumer staples 0.2 %
  • Consumer discretionary 0.2 %
  • Industrials 0.2 %
  • Communication 0.1 %
  • Financials 0.1 %
  • Health care 0.1 %
  • Unattributed 71.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States56412.3M $100.00 %
Cite this page

Titelia. "Holdings of Stordahl Capital Management, Inc.". https://titelia.com/en/funds/US13F1729093