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Julie Stordahl

Stordahl Capital Management, Inc.

Assets Managed
$485.523M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.06%(2Q avg: 0.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stordahl Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 485.523M in assets, with a quarterly growth rate of -0.06% and a 2-quarter average growth rate of 0.99%. The portfolio is managed by Julie Stordahl, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.45%
18.1%
$87.833M
146,988 shares@ $597.56 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -1.31%
10.43%
$50.637M
711,896 shares@ $71.13 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Increased 2.83%
10.31%
$50.014M
245,421 shares@ $203.79 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -2.88%
9.97%
$48.366M
1.361M shares@ $35.53 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.5%
7.93%
$38.466M
522,354 shares@ $73.64 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -2.29%
6.57%
$31.88M
909,808 shares@ $35.04 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 2.36%
4.52%
$21.924M
211,973 shares@ $103.44 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -5.26%
4.38%
$21.238M
614,698 shares@ $34.56 avg price
IVOG
Vanguard S&p Mid-cap 400 Gro
Recent Activity
Increased 0.53%
3.75%
$18.182M
145,424 shares@ $125.04 avg price
IVOV
Vanguard S&p Mid-cap 400 Val
Recent Activity
Increased 1.24%
3.67%
$17.784M
174,434 shares@ $101.96 avg price

1-10 of 63