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☆Stordahl Capital Management, Inc.

CIK 0001729093 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.867
AUM ($M)
546
Positions
68
Turnover
0.02
Top-10 wt
79%
Herfindahl
0.085
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 68 positions · portfolio value $546M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS TRIM — 18.4% +0.3% 100.4 146,244 -744 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 10.9% +0.5% 59.6 724,321 +12,425 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC ADD — 10.0% -0.3% 54.7 249,707 +4,286 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 9.5% -0.4% 52.1 1,396,977 +35,718 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 7.5% -0.5% 40.7 554,128 +31,774 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 6.5% -0.1% 35.4 913,553 +3,745 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 4.3% -0.1% 23.6 579,855 -34,843 5 —
☆STIP funds › ISHARES TR ADD — 4.2% -0.3% 23.2 226,904 +14,931 5 —
☆IVOG funds › VANGUARD ADMIRAL FDS INC ADD — 3.9% +0.2% 21.4 146,074 +650 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 3.8% +0.2% 20.7 249,986 +207,563 5 —
☆IVOV funds › VANGUARD ADMIRAL FDS INC ADD — 3.7% +0.0% 20.1 176,020 +1,586 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 3.0% +0.0% 16.2 21,670 -290 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 2.8% -0.1% 15.5 196,535 +13,705 5 —
☆IWM funds › ISHARES TR TRIM — 1.2% +0.1% 6.5 21,530 -409 5 —
☆IVW funds › ISHARES TR TRIM — 1.2% +0.1% 6.3 45,976 -378 5 —
☆IVE funds › ISHARES TR TRIM — 0.9% -0.0% 4.9 21,404 -112 5 —
☆IJK funds › ISHARES TR TRIM — 0.6% +0.0% 3.2 27,080 -435 5 —
☆IEF funds › ISHARES TR TRIM — 0.5% -0.1% 2.9 30,535 -337 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.5% +0.2% 2.5 6,676 +2,891 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.4% +0.0% 2.5 83,388 -954 5 —
☆IJJ funds › ISHARES TR TRIM — 0.4% -0.0% 2.5 16,610 -139 5 —
☆WPC funds › WP CAREY INC ADD — 0.3% -0.0% 1.9 26,156 +43 2 —
☆IWN funds › ISHARES TR TRIM — 0.3% +0.0% 1.8 8,150 -101 5 —
☆ESML funds › ISHARES TR HOLD — 0.3% +0.0% 1.7 30,918 +0 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 1.7 4,531 -40 5 —
☆EFA funds › ISHARES TR TRIM — 0.3% -0.0% 1.5 14,843 -285 5 —
☆AAPL funds › APPLE INC ADD — 0.3% +0.0% 1.4 4,742 +103 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.2% -0.0% 1.1 16,004 -160 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.2% +0.0% 1.1 8,074 -180 5 —
☆IWB funds › ISHARES TR TRIM — 0.2% +0.0% 1.1 2,691 -20 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% +0.0% 1.0 8,176 -9 5 —
☆IWO funds › ISHARES TR TRIM — 0.2% +0.0% 0.9 2,209 -1 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.1% +0.0% 0.8 3,421 +711 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.8 12,634 -475 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.7 3,809 +4 2 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.1% +0.0% 0.7 5,519 -21 5 —
☆SCHM funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 0.7 19,007 +0 5 —
☆XJH funds › ISHARES TR HOLD — 0.1% +0.0% 0.7 13,152 +0 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% +0.0% 0.7 6,439 +1,693 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% -0.0% 0.6 12,843 +125 5 —
☆SHY funds › ISHARES TR HOLD — 0.1% -0.0% 0.6 7,557 +0 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% +0.0% 0.6 8,834 -100 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% +0.0% 0.6 639 +204 5 —
☆VTWV funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 0.5 2,765 -45 5 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 0.5 4,743 +40 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.5 5,682 -440 5 —
☆CMF funds › ISHARES TR ADD — 0.1% -0.0% 0.5 8,225 +17 5 —
☆IVV funds › ISHARES TR ADD — 0.1% +0.0% 0.5 629 +237 5 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 0.5 12,822 +0 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 0.4 363 +8 5 —
☆NUSC funds › NUSHARES ETF TR ADD — 0.1% +0.0% 0.4 7,951 +85 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 0.4 11,570 +99 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% +0.0% 0.4 998 -26 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.3 474 +0 5 —
☆AMGN funds › AMGEN INC NEW — 0.1% +0.1% 0.3 938 +938 1 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.1% +0.0% 0.3 2,276 +31 5 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 0.3 528 +12 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.3 3,276 +2,730 5 —
☆AGG funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,818 -85 5 —
☆AVLV funds › AMERICAN CENTY ETF TR HOLD — 0.1% +0.0% 0.3 2,999 +0 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.0% -0.0% 0.3 3,044 -260 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.0% -0.0% 0.3 509 +21 5 —
☆DGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 3,220 +0 5 —
☆CSCO funds › CISCO SYS INC NEW — 0.0% +0.0% 0.2 2,006 +2,006 1 —
☆OMER funds › OMEROS CORP HOLD — 0.0% -0.0% 0.2 22,860 +0 5 —
☆MOGA funds › MOOG INC NEW — 0.0% +0.0% 0.2 500 +500 1 —
☆VO funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 2,608 +2,608 1 —
☆PG funds › PROCTER & GAMBLE CO NEW — 0.0% +0.0% 0.2 1,387 +1,387 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 546 68 0.02 79% 0.085 0.866 — in
2026Q1 486 63 0.02 80% 0.085 0.865 — in
2025Q4 486 63 0.01 79% 0.086 0.851 — in
2025Q3 476 63 0.02 79% 0.086 0.841 — in
2025Q2 450 64 0.02 79% 0.086 0.852 — entered
2025Q1 422 57 0.00 80% 0.086 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status