Stordahl Capital Management, Inc.
CIK 1729093 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $545.9M
- 持仓
- 68
- 截至
- 2026年6月30日
按 13F 价值排名第 3568（共 9443） · 前 37.8%
投资组合价值同比（季度）：+12.4% 13F不披露现金
- 前十大持仓权重
- 79.08%
- 前二十五大持仓权重
- 95.57%
- 持仓高于 1%
- 15
- 有效持仓数量
- 11.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.53% 估计买入 $29114208 · 卖出 $2711455
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 93.2% 仍持有
- 新仓位
- 5
- 增加
- 28
- 减少
- 26
- 已结清
- 2
本页内容
行业细分
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%
其他/未映射
97.9%
完整投资组合 68 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $100441983 | 18.40% | 146244 | $12609097 | 下跌 ×1 | ||
| DFAS | $59640587 | 10.92% | 724321 | $9003447 | 上涨 ×1 | ||
| VOOV | $54738196 | 10.03% | 249707 | $4723898 | 上涨 ×4 | ||
| DFIC | $52051361 | 9.53% | 1396977 | $3685830 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $40678558 | 7.45% | 554128 | $2212416 | 上涨 ×6 | ||
| DFSV | $35436724 | 6.49% | 913553 | $3557067 | 上涨 ×1 | ||
| DFEM | $23565307 | 4.32% | 579855 | $2327479 | 下跌 ×5 | ||
| STIP | $23180548 | 4.25% | 226904 | $1256163 | 上涨 ×6 | ||
| IVOG | $21370667 | 3.91% | 146074 | $3188270 | 上涨 ×2 | ||
| VOOG | $20653804 | 3.78% | 249986 | $3358238 | 上涨 ×2 | ||
| IVOV | $20078614 | 3.68% | 176020 | $2295056 | 上涨 ×6 | ||
| SPY SPY | $16182683 | 2.96% | 21670 | $1901062 | 下跌 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $15532149 | 2.85% | 196535 | $1039210 | 上涨 ×6 | ||
| IWM | $6468825 | 1.18% | 21530 | $1027962 | 下跌 ×5 | ||
| IVW | $6323011 | 1.16% | 45976 | $1079966 | 下跌 ×4 | ||
| IVE | $4860099 | 0.89% | 21404 | $316897 | 下跌 ×3 | ||
| IJK | $3181895 | 0.58% | 27080 | $413340 | 下跌 ×2 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $2887695 | 0.53% | 30535 | $-58729 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2490312 | 0.46% | 6676 | $1089188 | 上涨 ×1 | ||
| SCHX | $2454109 | 0.45% | 83388 | $291580 | 下跌 ×6 | ||
| IJJ | $2453809 | 0.45% | 16610 | $234554 | 下跌 ×2 | ||
| WPC W. P. Carey Inc. REIT | $1870154 | 0.34% | 26156 | $95515 | 上涨 ×1 | ||
| IWN | $1802687 | 0.33% | 8150 | $238460 | 下跌 ×2 | ||
| ESML | $1729244 | 0.32% | 30918 | $275480 | |||
| VTI | $1676639 | 0.31% | 4531 | $210246 | 下跌 ×3 | ||
| EFA | $1541891 | 0.28% | 14843 | $72508 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1372146 | 0.25% | 4742 | $194835 | 上涨 ×1 | ||
| VEA | $1140306 | 0.21% | 16004 | $104503 | 下跌 ×6 | ||
| VIOO | $1110434 | 0.20% | 8074 | $162680 | 下跌 ×4 | ||
| IWB | $1101965 | 0.20% | 2691 | $135331 | 下跌 ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $992730 | 0.18% | 8176 | $172839 | 下跌 ×5 | ||
| IWO | $870370 | 0.16% | 2209 | $176761 | 下跌 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $815361 | 0.15% | 3421 | $250949 | 上涨 ×1 | ||
| VWO | $754144 | 0.14% | 12634 | $45598 | 下跌 ×3 | ||
| RTX RTX Corporation Common Stock | $722682 | 0.13% | 3809 | $-11303 | 上涨 ×1 | ||
| IVOO | $719673 | 0.13% | 5519 | $86319 | 下跌 ×1 | ||
| SCHM | $700788 | 0.13% | 19007 | $112331 | |||
| XJH | $685877 | 0.13% | 13152 | $89171 | |||
| SBUX Starbucks Corporation - Common Stock | $658001 | 0.12% | 6439 | $232807 | 上涨 ×1 | ||
| VTEB | $649599 | 0.12% | 12843 | $15098 | 上涨 ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $620505 | 0.11% | 7557 | $-3476 | |||
| EEM | $604334 | 0.11% | 8834 | $96972 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $597765 | 0.11% | 639 | $164318 | 上涨 ×1 | ||
| VTWV Vanguard Russell 2000 Value ETF | $540392 | 0.10% | 2765 | $70504 | 下跌 ×2 | ||
| WMT Walmart Inc. - Common Stock | $537192 | 0.10% | 4743 | $-47297 | 上涨 ×1 | ||
| VEU | $475868 | 0.09% | 5682 | $16106 | 下跌 ×1 | ||
| CMF | $474089 | 0.09% | 8225 | $7382 | 上涨 ×1 | ||
| IVV | $471052 | 0.09% | 629 | $214994 | 上涨 ×1 | ||
| SCHA | $463259 | 0.08% | 12822 | $90395 | |||
| LLY Eli Lilly and Company Common Stock | $435608 | 0.08% | 363 | $108925 | 上涨 ×1 | ||
| NUSC | $414406 | 0.08% | 7951 | $59964 | 上涨 ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $385165 | 0.07% | 11570 | $-55551 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $352623 | 0.06% | 998 | $58878 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $349054 | 0.06% | 474 | $75471 | |||
| AMGN Amgen Inc. - Common Stock | $339669 | 0.06% | 938 | 上涨 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $329132 | 0.06% | 2276 | $62808 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $297417 | 0.05% | 528 | $2198 | 上涨 ×1 | ||
| VUG | $282195 | 0.05% | 3276 | $43708 | 上涨 ×1 | ||
| AGG | $278926 | 0.05% | 2818 | $-9255 | 下跌 ×1 | ||
| AVLV | $273539 | 0.05% | 2999 | $31790 | |||
| VXUS Vanguard Total International Stock ETF | $260232 | 0.05% | 3044 | $5461 | 下跌 ×1 | ||
| BRKB | $254699 | 0.05% | 509 | $20849 | 上涨 ×1 | ||
| DGRO | $244044 | 0.04% | 3220 | $18064 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $235625 | 0.04% | 2006 | 上涨 ×1 | |||
| OMER Omeros Corporation - Common Stock | $217399 | 0.04% | 22860 | $-24003 | |||
| MOGA | $211920 | 0.04% | 500 | 上涨 ×1 | |||
| VO | $210127 | 0.04% | 2608 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $203403 | 0.04% | 1387 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VOO | 削减 | -744 | +$12.6M |
| DFAS | 增持 | +12K | +$9.0M |
| VOOV | 增持 | +4K | +$4.7M |
| DFIC | 增持 | +36K | +$3.7M |
| DFSV | 增持 | +4K | +$3.6M |
| VOOG | 增持 | +208K | +$3.4M |
| IVOG | 增持 | +650 | +$3.2M |
| DFEM | 削减 | -35K | +$2.3M |
| IVOV | 增持 | +2K | +$2.3M |
| BND | 增持 | +32K | +$2.2M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PI | 2025年3月31日 | 2500 | $363150 | 77.6% |
| WFC | 2025年9月30日 | 4047 | $324246 | 1.0% |
| SRE | 2025年3月31日 | 2935 | $257418 | 21.0% |
| GOOG | 2025年3月31日 | 1250 | $238050 | 117.0% |
| AVLV | 2025年3月31日 | 3304 | $220608 | 不再跟踪 |
| WFC | 2026年3月31日 | 2264 | $211005 | 6.3% |
| BX | 2025年3月31日 | 1200 | $206904 | 2.5% |
| PG | 2025年12月31日 | 1337 | $205444 | 0.0% |
| NUBD | 2026年3月31日 | 9128 | $204056 | 不再跟踪 |