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Stordahl Capital Management, Inc. Historic Quarter Change: USA ETF, Reduced

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Stordahl Capital Management, Inc. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Stordahl Capital Management, Inc. opened 16 positions, added to 178, reduced 212 and sold out of 9.

  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 146,988.
  • Q2 2026: Stock DFEM; Country of operation —; Class EMERGING MKTS CO; Shares before 614,698.
  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 21,960.
  • Q2 2026: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 46,354.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729093), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS146,988146,244-744$87,832,886$100,441,983+$12,609,0972026-07-14
Q2 2026DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO614,698579,855-34,843$21,237,828$23,565,307+$2,327,4792026-07-14
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT21,96021,670-290$14,281,621$16,182,683+$1,901,0622026-07-14
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF46,35445,976-378$5,243,045$6,323,011+$1,079,9662026-07-14
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF21,93921,530-409$5,440,863$6,468,825+$1,027,9622026-07-14
Q2 2026IJK
ISHARES TR		S&P MC 400GR ETF27,51527,080-435$2,768,555$3,181,895+$413,3402026-07-14
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF21,51621,404-112$4,543,202$4,860,099+$316,8972026-07-14
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF84,34283,388-954$2,162,529$2,454,109+$291,5802026-07-14
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF8,2518,150-101$1,564,227$1,802,687+$238,4602026-07-14
Q2 2026IJJ
ISHARES TR		S&P MC 400VL ETF16,74916,610-139$2,219,255$2,453,809+$234,5542026-07-14
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT4,5714,531-40$1,466,393$1,676,639+$210,2462026-07-14
Q2 2026IWO
ISHARES TR		RUS 2000 GRW ETF2,2102,209-1$693,609$870,370+$176,7612026-07-14
Q2 2026VTWO
VANGUARD SCOTTSDALE FDS		VNG RUS2000IDX8,1858,176-9$819,891$992,730+$172,8392026-07-14
Q2 2026VIOO
VANGUARD ADMIRAL FDS INC		SMLLCP 600 IDX8,2548,074-180$947,754$1,110,434+$162,6802026-07-14
Q2 2026IWB
ISHARES TR		RUS 1000 ETF2,7112,691-20$966,634$1,101,965+$135,3312026-07-14
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT16,16416,004-160$1,035,803$1,140,306+$104,5032026-07-14
Q2 2026EEM
ISHARES TR		MSCI EMG MKT ETF8,9348,834-100$507,362$604,334+$96,9722026-07-14
Q2 2026IVOO
VANGUARD ADMIRAL FDS INC		MIDCP 400 IDX5,5405,519-21$633,354$719,673+$86,3192026-07-14
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF15,12814,843-285$1,469,383$1,541,891+$72,5082026-07-14
Q2 2026VTWV
VANGUARD SCOTTSDALE FDS		VNG RUS2000VAL2,8102,765-45$469,888$540,392+$70,5042026-07-14
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD30,87230,535-337$2,946,424$2,887,695-$58,7292026-07-14
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF13,10912,634-475$708,546$754,144+$45,5982026-07-14
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US6,1225,682-440$459,762$475,868+$16,1062026-07-14
Q2 2026AGG
ISHARES TR		CORE US AGGBD ET2,9032,818-85$288,181$278,926-$9,2552026-07-14
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F3,3043,044-260$254,771$260,232+$5,4612026-07-14

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