Stordahl-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "META",
  "IVW",
  null,
  "MSFT",
  "EEM",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "PG",
  null,
  null,
  "SCHX",
  "SBUX",
  "IVOO",
  null,
  "VWO",
  null,
  "OMER",
  null,
  "IWO",
  "IWN",
  "IEF",
  null,
  "AMZN",
  "IVE",
  null,
  "VUG",
  "VEA",
  null,
  "VOOV",
  null,
  "VOOG",
  "VTWO",
  null,
  "VTEB",
  "BND",
  "VOO",
  "WMT",
  "WFC",
  null,
  null,
  "SCHA",
  null,
  "BRK-B",
  "COST",
  null,
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 57
Total Value: 421659654
Accession Number: 0001172661-25-001570
Form Type: 13F-HR
CIK: stordahl-capital-management
Manager Name: Stordahl-Capital-Management

Data Enrichment

67% identified

38 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $421.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:5.1K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$421.7M)

464287630

IWN|464287630

Shares:10.1K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$421.7M)

464287622

IWB|464287622

Shares:4.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$421.7M)

464287465

EFA|464287465

Shares:15.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$421.7M)

Apple Inc.

AAPL|037833100

Shares:4.8K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$421.7M)

921943858

VEA|921943858

Shares:17.0K

Value:$864.3K

% of Portfolio:0.2% ($864.3K/$421.7M)

921932828

Shares:8.6K

Value:$829.1K

% of Portfolio:0.2% ($829.1K/$421.7M)

46435U663

Shares:21.1K

Value:$812.4K

% of Portfolio:0.2% ($812.4K/$421.7M)

464287457

Shares:9.1K

Value:$755.7K

% of Portfolio:0.2% ($755.7K/$421.7M)

92206C664

VTWO|92206C664

Shares:8.3K

Value:$666.3K

% of Portfolio:0.2% ($666.3K/$421.7M)

464287648

IWO|464287648

Shares:2.5K

Value:$632.0K

% of Portfolio:0.1% ($632.0K/$421.7M)

922042858

VWO|922042858

Shares:13.5K

Value:$608.9K

% of Portfolio:0.1% ($608.9K/$421.7M)

AMAZON COM INC

AMZN|023135106

Shares:3.1K

Value:$581.1K

% of Portfolio:0.1% ($581.1K/$421.7M)

808524508

Shares:19.6K

Value:$514.5K

% of Portfolio:0.1% ($514.5K/$421.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:947

Value:$504.4K

% of Portfolio:0.1% ($504.4K/$421.7M)

STARBUCKS CORP

SBUX|855244109

Shares:5.0K

Value:$489.5K

% of Portfolio:0.1% ($489.5K/$421.7M)

921932885

IVOO|921932885

Shares:4.8K

Value:$472.5K

% of Portfolio:0.1% ($472.5K/$421.7M)

Walmart Inc.

WMT|931142103

Shares:5.1K

Value:$450.4K

% of Portfolio:0.1% ($450.4K/$421.7M)

464287234

EEM|464287234

Shares:9.8K

Value:$430.4K

% of Portfolio:0.1% ($430.4K/$421.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:442

Value:$418.0K

% of Portfolio:0.1% ($418.0K/$421.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	5.1K	QoQ +2.95% (-145) YoY +44.31% (+1.6K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$421.7M)	QoQ -8.30% (-$171.9K) YoY +28.76% (+$423.9K)
(IWNcusip464287630)	10.1K	QoQ +4.72% (-457) YoY +9.16% (+851)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$421.7M)	QoQ -3.69% (-$58.6K) YoY +3.77% (+$55.7K)
(IWBcusip464287622)	4.5K	QoQ -1.23% (-56) YoY -9.79% (-487)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$421.7M)	QoQ -5.96% (-$87.2K) YoY -3.93% (-$56.4K)
(EFAcusip464287465)	15.1K	QoQ -0.18% (-28) YoY -6.79% (-1.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$421.7M)	QoQ +7.89% (-$90.4K) YoY -4.60% (-$59.7K)
Apple Inc.(AAPLcusip037833100)	4.8K	QoQ -1.22% (-59) YoY +5.89% (+265)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$421.7M)	QoQ -12.39% (-$149.7K) YoY +37.15% (+$286.5K)
(VEAcusip921943858)	17.0K	QoQ -2.65% (-464) YoY -14.46% (-2.9K)	All Managers (Combined)	$864.3K	0.2% ($864.3K/$421.7M)	QoQ +3.47% (-$29.0K) YoY -13.33% (-$133.0K)
(cusip921932828)✕	8.6K	QoQ +0.04% (-4) YoY -8.61% (-810)	All Managers (Combined)	$829.1K	0.2% ($829.1K/$421.7M)	QoQ -8.94% (-$81.4K) YoY -13.11% (-$125.1K)
(cusip46435U663)✕	21.1K	QoQ +49.42% (+7.0K) YoY +214.07% (+14.4K)	All Managers (Combined)	$812.4K	0.2% ($812.4K/$421.7M)	QoQ +36.49% (+$217.2K) YoY +199.57% (+$541.2K)
(cusip464287457)✕	9.1K	QoQ +7.77% (+659) YoY -2.73% (-257)	All Managers (Combined)	$755.7K	0.2% ($755.7K/$421.7M)	QoQ +8.76% (+$60.9K) YoY -1.60% (-$12.3K)
(VTWOcusip92206C664)	8.3K	QoQ 0.00% (-0) YoY -3.18% (-272)	All Managers (Combined)	$666.3K	0.2% ($666.3K/$421.7M)	QoQ -9.71% (-$71.7K) YoY -8.20% (-$59.6K)
(IWOcusip464287648)	2.5K	QoQ -3.54% (-91) YoY -25.62% (-852)	All Managers (Combined)	$632.0K	0.1% ($632.0K/$421.7M)	QoQ -14.36% (-$106.1K) YoY -29.81% (-$268.4K)
(VWOcusip922042858)	13.5K	QoQ -1.68% (-231) YoY -18.10% (-3.0K)	All Managers (Combined)	$608.9K	0.1% ($608.9K/$421.7M)	QoQ +1.03% (-$6.2K) YoY -11.26% (-$77.3K)
AMAZON COM INC(AMZNcusip023135106)	3.1K	QoQ +3.14% (-93) YoY +10.53% (+291)	All Managers (Combined)	$581.1K	0.1% ($581.1K/$421.7M)	QoQ -10.55% (-$68.6K) YoY +16.58% (+$82.7K)
(cusip808524508)✕	19.6K	QoQ 0.00% (-0) YoY +197.42% (-13.0K)	All Managers (Combined)	$514.5K	0.1% ($514.5K/$421.7M)	QoQ -5.44% (-$29.7K) YoY -4.30% (-$23.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	947	QoQ +1.82% (+17) YoY +75.37% (+407)	All Managers (Combined)	$504.4K	0.1% ($504.4K/$421.7M)	QoQ +19.64% (+$82.8K) YoY +122.10% (+$277.3K)
STARBUCKS CORP(SBUXcusip855244109)	5.0K	QoQ +0.12% (+6) YoY -5.43% (-287)	All Managers (Combined)	$489.5K	0.1% ($489.5K/$421.7M)	QoQ +7.62% (+$34.7K) YoY +1.49% (-$7.2K)
(IVOOcusip921932885)	4.8K	QoQ +6.02% (-272) YoY +10.78% (+466)	All Managers (Combined)	$472.5K	0.1% ($472.5K/$421.7M)	QoQ -0.81% (-$3.9K) YoY +6.13% (+$27.3K)
Walmart Inc.(WMTcusip931142103)	5.1K	QoQ +0.52% (-27) YoY -3.22% (-171)	All Managers (Combined)	$450.4K	0.1% ($450.4K/$421.7M)	QoQ -2.31% (-$10.7K) YoY +41.19% (-$131.4K)
(EEMcusip464287234)	9.8K	QoQ -0.58% (-58) YoY -5.16% (-536)	All Managers (Combined)	$430.4K	0.1% ($430.4K/$421.7M)	QoQ +3.88% (-$16.1K) YoY +0.88% (-$3.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	442	QoQ +1.60% (+7) YoY +1.60% (+7)	All Managers (Combined)	$418.0K	0.1% ($418.0K/$421.7M)	QoQ +4.88% (+$19.5K) YoY +31.17% (+$99.3K)