Stordahl Capital Management, Inc.
CIK 1729093 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $545.9M
- Posisi
- 68
- Per tanggal
- 30 Juni 2026
#3.568 dari 9.443 berdasarkan nilai 13F · top 37.8%
Nilai portofolio QoQ: +12.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 79,08%
- Bobot 25 kepemilikan teratas
- 95,57%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 11,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,53% Perkiraan pembelian $29.114.208 · penjualan $2.711.455
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 93,2% masih dipegang
- Posisi baru
- 5
- Meningkat
- 28
- Menurun
- 26
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,7%
Retail
0,4%
Real Estate
0,3%
Healthcare
0,2%
Industrials
0,1%
Consumer Discretionary
0,1%
Communication Services
0,1%
Financial Services
0,1%
Communications
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
97,9%
Portofolio lengkap 68 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $100.441.983 | 18,40% | 146.244 | $12.609.097 | Turun ×1 | ||
| DFAS | $59.640.587 | 10,92% | 724.321 | $9.003.447 | Naik ×1 | ||
| VOOV | $54.738.196 | 10,03% | 249.707 | $4.723.898 | Naik ×4 | ||
| DFIC | $52.051.361 | 9,53% | 1.396.977 | $3.685.830 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $40.678.558 | 7,45% | 554.128 | $2.212.416 | Naik ×6 | ||
| DFSV | $35.436.724 | 6,49% | 913.553 | $3.557.067 | Naik ×1 | ||
| DFEM | $23.565.307 | 4,32% | 579.855 | $2.327.479 | Turun ×5 | ||
| STIP | $23.180.548 | 4,25% | 226.904 | $1.256.163 | Naik ×6 | ||
| IVOG | $21.370.667 | 3,91% | 146.074 | $3.188.270 | Naik ×2 | ||
| VOOG | $20.653.804 | 3,78% | 249.986 | $3.358.238 | Naik ×2 | ||
| IVOV | $20.078.614 | 3,68% | 176.020 | $2.295.056 | Naik ×6 | ||
| SPY SPY | $16.182.683 | 2,96% | 21.670 | $1.901.062 | Turun ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $15.532.149 | 2,85% | 196.535 | $1.039.210 | Naik ×6 | ||
| IWM | $6.468.825 | 1,18% | 21.530 | $1.027.962 | Turun ×5 | ||
| IVW | $6.323.011 | 1,16% | 45.976 | $1.079.966 | Turun ×4 | ||
| IVE | $4.860.099 | 0,89% | 21.404 | $316.897 | Turun ×3 | ||
| IJK | $3.181.895 | 0,58% | 27.080 | $413.340 | Turun ×2 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $2.887.695 | 0,53% | 30.535 | $-58.729 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2.490.312 | 0,46% | 6.676 | $1.089.188 | Naik ×1 | ||
| SCHX | $2.454.109 | 0,45% | 83.388 | $291.580 | Turun ×6 | ||
| IJJ | $2.453.809 | 0,45% | 16.610 | $234.554 | Turun ×2 | ||
| WPC W. P. Carey Inc. REIT | $1.870.154 | 0,34% | 26.156 | $95.515 | Naik ×1 | ||
| IWN | $1.802.687 | 0,33% | 8.150 | $238.460 | Turun ×2 | ||
| ESML | $1.729.244 | 0,32% | 30.918 | $275.480 | |||
| VTI | $1.676.639 | 0,31% | 4.531 | $210.246 | Turun ×3 | ||
| EFA | $1.541.891 | 0,28% | 14.843 | $72.508 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.372.146 | 0,25% | 4.742 | $194.835 | Naik ×1 | ||
| VEA | $1.140.306 | 0,21% | 16.004 | $104.503 | Turun ×6 | ||
| VIOO | $1.110.434 | 0,20% | 8.074 | $162.680 | Turun ×4 | ||
| IWB | $1.101.965 | 0,20% | 2.691 | $135.331 | Turun ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $992.730 | 0,18% | 8.176 | $172.839 | Turun ×5 | ||
| IWO | $870.370 | 0,16% | 2.209 | $176.761 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $815.361 | 0,15% | 3.421 | $250.949 | Naik ×1 | ||
| VWO | $754.144 | 0,14% | 12.634 | $45.598 | Turun ×3 | ||
| RTX RTX Corporation Common Stock | $722.682 | 0,13% | 3.809 | $-11.303 | Naik ×1 | ||
| IVOO | $719.673 | 0,13% | 5.519 | $86.319 | Turun ×1 | ||
| SCHM | $700.788 | 0,13% | 19.007 | $112.331 | |||
| XJH | $685.877 | 0,13% | 13.152 | $89.171 | |||
| SBUX Starbucks Corporation - Common Stock | $658.001 | 0,12% | 6.439 | $232.807 | Naik ×1 | ||
| VTEB | $649.599 | 0,12% | 12.843 | $15.098 | Naik ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $620.505 | 0,11% | 7.557 | $-3.476 | |||
| EEM | $604.334 | 0,11% | 8.834 | $96.972 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $597.765 | 0,11% | 639 | $164.318 | Naik ×1 | ||
| VTWV Vanguard Russell 2000 Value ETF | $540.392 | 0,10% | 2.765 | $70.504 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $537.192 | 0,10% | 4.743 | $-47.297 | Naik ×1 | ||
| VEU | $475.868 | 0,09% | 5.682 | $16.106 | Turun ×1 | ||
| CMF | $474.089 | 0,09% | 8.225 | $7.382 | Naik ×1 | ||
| IVV | $471.052 | 0,09% | 629 | $214.994 | Naik ×1 | ||
| SCHA | $463.259 | 0,08% | 12.822 | $90.395 | |||
| LLY Eli Lilly and Company Common Stock | $435.608 | 0,08% | 363 | $108.925 | Naik ×1 | ||
| NUSC | $414.406 | 0,08% | 7.951 | $59.964 | Naik ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $385.165 | 0,07% | 11.570 | $-55.551 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $352.623 | 0,06% | 998 | $58.878 | Turun ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $349.054 | 0,06% | 474 | $75.471 | |||
| AMGN Amgen Inc. - Common Stock | $339.669 | 0,06% | 938 | Naik ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $329.132 | 0,06% | 2.276 | $62.808 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $297.417 | 0,05% | 528 | $2.198 | Naik ×1 | ||
| VUG | $282.195 | 0,05% | 3.276 | $43.708 | Naik ×1 | ||
| AGG | $278.926 | 0,05% | 2.818 | $-9.255 | Turun ×1 | ||
| AVLV | $273.539 | 0,05% | 2.999 | $31.790 | |||
| VXUS Vanguard Total International Stock ETF | $260.232 | 0,05% | 3.044 | $5.461 | Turun ×1 | ||
| BRKB | $254.699 | 0,05% | 509 | $20.849 | Naik ×1 | ||
| DGRO | $244.044 | 0,04% | 3.220 | $18.064 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $235.625 | 0,04% | 2.006 | Naik ×1 | |||
| OMER Omeros Corporation - Common Stock | $217.399 | 0,04% | 22.860 | $-24.003 | |||
| MOGA | $211.920 | 0,04% | 500 | Naik ×1 | |||
| VO | $210.127 | 0,04% | 2.608 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $203.403 | 0,04% | 1.387 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Dipangkas | -744 | +$12.6M |
| DFAS | Beli lebih banyak | +12K | +$9.0M |
| VOOV | Beli lebih banyak | +4K | +$4.7M |
| DFIC | Beli lebih banyak | +36K | +$3.7M |
| DFSV | Beli lebih banyak | +4K | +$3.6M |
| VOOG | Beli lebih banyak | +208K | +$3.4M |
| IVOG | Beli lebih banyak | +650 | +$3.2M |
| DFEM | Dipangkas | -35K | +$2.3M |
| IVOV | Beli lebih banyak | +2K | +$2.3M |
| BND | Beli lebih banyak | +32K | +$2.2M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| PI | 31 Maret 2025 | 2.500 | $363.150 | 77,6% |
| WFC | 30 Sep. 2025 | 4.047 | $324.246 | 1,0% |
| SRE | 31 Maret 2025 | 2.935 | $257.418 | 21,0% |
| GOOG | 31 Maret 2025 | 1.250 | $238.050 | 117,0% |
| AVLV | 31 Maret 2025 | 3.304 | $220.608 | Tidak lagi dilacak |
| WFC | 31 Maret 2026 | 2.264 | $211.005 | 6,3% |
| BX | 31 Maret 2025 | 1.200 | $206.904 | 2,5% |
| PG | 31 Des. 2025 | 1.337 | $205.444 | 0,0% |
| NUBD | 31 Maret 2026 | 9.128 | $204.056 | Tidak lagi dilacak |