Sign In
test

Julie Stordahl

Stordahl Capital Management, Inc.

Assets Managed
$545.945M
Holdings
68
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.45%(2Q avg: 6.2%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stordahl Capital Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Stordahl Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 545.945M in assets, with a quarterly growth rate of 12.45% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Julie Stordahl, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.5%
18.4%
$100.442M
146,244 shares@ $686.82 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.75%
10.93%
$59.641M
724,321 shares@ $82.34 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Increased 1.75%
10.03%
$54.738M
249,707 shares@ $219.21 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.63%
9.54%
$52.051M
1.397M shares@ $37.26 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 6.09%
7.46%
$40.679M
554,128 shares@ $73.42 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 0.42%
6.5%
$35.437M
913,553 shares@ $38.8 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -5.66%
4.32%
$23.565M
579,855 shares@ $40.64 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 7.05%
4.25%
$23.181M
226,904 shares@ $102.17 avg price
IVOG
Vanguard S&p Mid-cap 400 Gro
Recent Activity
Increased 0.45%
3.92%
$21.371M
146,074 shares@ $146.31 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 489.27%
3.79%
$20.654M
249,986 shares@ $82.62 avg price

1-10 of 68