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 13F-HR LIVE false true false 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