0001172661-24-000253.txt : 20240117
0001172661-24-000253.hdr.sgml : 20240117
20240117140820
ACCESSION NUMBER: 0001172661-24-000253
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240117
DATE AS OF CHANGE: 20240117
EFFECTIVENESS DATE: 20240117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stordahl Capital Management, Inc.
CENTRAL INDEX KEY: 0001729093
ORGANIZATION NAME:
IRS NUMBER: 270369245
STATE OF INCORPORATION: CO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18335
FILM NUMBER: 24537859
BUSINESS ADDRESS:
STREET 1: 8400 EAST CRESCENT PARKWAY
STREET 2: SUITE 420
CITY: GREENWOOD VILLAGE
STATE: CO
ZIP: 80111
BUSINESS PHONE: 303-770-0602
MAIL ADDRESS:
STREET 1: 8400 EAST CRESCENT PARKWAY
STREET 2: SUITE 420
CITY: GREENWOOD VILLAGE
STATE: CO
ZIP: 80111
13F-HR
1
primary_doc.xml
X0202
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0001729093
XXXXXXXX
12-31-2023
12-31-2023
false
Stordahl Capital Management, Inc.
8400 EAST CRESCENT PARKWAY
SUITE 420
GREENWOOD VILLAGE
CO
80111
13F HOLDINGS REPORT
028-18335
000287916
801-110611
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
01-17-2024
0
52
367799342
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
411302
2707
SH
SOLE
0
0
2707
APPLE INC
COM
037833100
973392
5056
SH
SOLE
0
0
5056
BOEING CO
COM
097023105
232248
891
SH
SOLE
0
0
891
COSTCO WHSL CORP NEW
COM
22160K105
289775
439
SH
SOLE
0
0
439
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
38551055
646613
SH
SOLE
0
0
646613
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
23174662
795833
SH
SOLE
0
0
795833
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
15616602
625665
SH
SOLE
0
0
625665
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
31221914
1222950
SH
SOLE
0
0
1222950
ELI LILLY & CO
COM
532457108
204126
350
SH
SOLE
0
0
350
INVESCO QQQ TR
UNIT SER 1
46090E103
659737
1611
SH
SOLE
0
0
1611
ISHARES TR
S&P 500 GRWT ETF
464287309
4025159
53597
SH
SOLE
0
0
53597
ISHARES TR
0-5 YR TIPS ETF
46429B747
16011983
162410
SH
SOLE
0
0
162410
ISHARES TR
S&P MC 400VL ETF
464287705
1952784
17124
SH
SOLE
0
0
17124
ISHARES TR
S&P 500 VAL ETF
464287408
3554648
20442
SH
SOLE
0
0
20442
ISHARES TR
1 3 YR TREAS BD
464287457
796526
9709
SH
SOLE
0
0
9709
ISHARES TR
S&P MC 400GR ETF
464287606
2284283
28835
SH
SOLE
0
0
28835
ISHARES TR
7-10 YR TRSY BD
464287440
4354322
45174
SH
SOLE
0
0
45174
ISHARES TR
CORE S&P SCP ETF
464287804
275063
2541
SH
SOLE
0
0
2541
ISHARES TR
MSCI EAFE ETF
464287465
1243878
16508
SH
SOLE
0
0
16508
ISHARES TR
CORE DIV GRWTH
46434V621
205054
3810
SH
SOLE
0
0
3810
ISHARES TR
RUS 1000 ETF
464287622
1831362
6983
SH
SOLE
0
0
6983
ISHARES TR
MSCI EMG MKT ETF
464287234
440018
10943
SH
SOLE
0
0
10943
ISHARES TR
ESG AWARE MSCI
46435U663
254515
6696
SH
SOLE
0
0
6696
ISHARES TR
CORE US AGGBD ET
464287226
357499
3602
SH
SOLE
0
0
3602
ISHARES TR
RUSSELL 2000 ETF
464287655
5536462
27584
SH
SOLE
0
0
27584
ISHARES TR
RUS 2000 GRW ETF
464287648
863826
3425
SH
SOLE
0
0
3425
ISHARES TR
RUS 1000 GRW ETF
464287614
392908
1296
SH
SOLE
0
0
1296
ISHARES TR
RUS 2000 VAL ETF
464287630
1441220
9278
SH
SOLE
0
0
9278
MICROSOFT CORP
COM
594918104
1373329
3652
SH
SOLE
0
0
3652
NUSHARES ETF TR
NUVEEN ESG US
67092P870
227698
10229
SH
SOLE
0
0
10229
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
309125
7906
SH
SOLE
0
0
7906
PROCTER AND GAMBLE CO
COM
742718109
226857
1548
SH
SOLE
0
0
1548
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2262768
40120
SH
SOLE
0
0
40120
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
302856
6411
SH
SOLE
0
0
6411
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
497338
6603
SH
SOLE
0
0
6603
SPDR S&P 500 ETF TR
TR UNIT
78462F103
11371553
23924
SH
SOLE
0
0
23924
STARBUCKS CORP
COM
855244109
503476
5244
SH
SOLE
0
0
5244
VANGUARD ADMIRAL FDS INC
MIDCP 400 GRTH
921932869
12974115
132079
SH
SOLE
0
0
132079
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
366677
3902
SH
SOLE
0
0
3902
VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
921932844
13774099
157996
SH
SOLE
0
0
157996
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
1047469
10560
SH
SOLE
0
0
10560
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
39173797
233233
SH
SOLE
0
0
233233
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
14445531
53346
SH
SOLE
0
0
53346
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
767204
10287
SH
SOLE
0
0
10287
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
29596979
402406
SH
SOLE
0
0
402406
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
67052180
153508
SH
SOLE
0
0
153508
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
730518
17774
SH
SOLE
0
0
17774
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
92206C649
408101
2988
SH
SOLE
0
0
2988
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
708246
8733
SH
SOLE
0
0
8733
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
11178325
144479
SH
SOLE
0
0
144479
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1058748
22103
SH
SOLE
0
0
22103
WALMART INC
COM
931142103
286030
1814
SH
SOLE
0
0
1814