0001172661-24-002778.txt : 20240715 0001172661-24-002778.hdr.sgml : 20240715 20240715165811 ACCESSION NUMBER: 0001172661-24-002778 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240715 DATE AS OF CHANGE: 20240715 EFFECTIVENESS DATE: 20240715 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: 241117887 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 06-30-2024 06-30-2024 false Stordahl Capital Management, Inc.

8400 EAST CRESCENT PARKWAY SUITE 420 GREENWOOD VILLAGE CO 80111

13F HOLDINGS REPORT 028-18335 000287916 801-110611 N Julie Stordahl 303-770-0602 /s/ Julie Stordahl Greenwood Village CO 07-15-2024 0 51 399641743 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 229275 1250 SH SOLE 0 0 1250 AMAZON COM INC COM 023135106 533950 2763 SH SOLE 0 0 2763 APPLE INC COM 037833100 947166 4497 SH SOLE 0 0 4497 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 211536 520 SH SOLE 0 0 520 COSTCO WHSL CORP NEW COM 22160K105 369746 435 SH SOLE 0 0 435 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 40477344 673724 SH SOLE 0 0 673724 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 34117229 1297726 SH SOLE 0 0 1297726 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 23916678 831017 SH SOLE 0 0 831017 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 17808477 666236 SH SOLE 0 0 666236 ELI LILLY & CO COM 532457108 317045 350 SH SOLE 0 0 350 INVESCO QQQ TR UNIT SER 1 46090E103 773150 1614 SH SOLE 0 0 1614 ISHARES TR 0-5 YR TIPS ETF 46429B747 17797448 178887 SH SOLE 0 0 178887 ISHARES TR 1 3 YR TREAS BD 464287457 637442 7807 SH SOLE 0 0 7807 ISHARES TR 7-10 YR TRSY BD 464287440 3582955 38259 SH SOLE 0 0 38259 ISHARES TR CORE S&P500 ETF 464287200 214514 392 SH SOLE 0 0 392 ISHARES TR CORE US AGGBD ET 464287226 317031 3266 SH SOLE 0 0 3266 ISHARES TR ESG AWARE MSCI 46435U663 411411 10686 SH SOLE 0 0 10686 ISHARES TR MSCI EAFE ETF 464287465 1261896 16110 SH SOLE 0 0 16110 ISHARES TR MSCI EMG MKT ETF 464287234 440295 10338 SH SOLE 0 0 10338 ISHARES TR RUS 1000 ETF 464287622 1416588 4761 SH SOLE 0 0 4761 ISHARES TR RUS 2000 GRW ETF 464287648 798166 3040 SH SOLE 0 0 3040 ISHARES TR RUS 2000 VAL ETF 464287630 1257325 8256 SH SOLE 0 0 8256 ISHARES TR RUSSELL 2000 ETF 464287655 5191545 25588 SH SOLE 0 0 25588 ISHARES TR S&P 500 GRWT ETF 464287309 4539596 49056 SH SOLE 0 0 49056 ISHARES TR S&P 500 VAL ETF 464287408 3351799 18415 SH SOLE 0 0 18415 ISHARES TR S&P MC 400GR ETF 464287606 2363988 26830 SH SOLE 0 0 26830 ISHARES TR S&P MC 400VL ETF 464287705 1805613 15914 SH SOLE 0 0 15914 MICROSOFT CORP COM 594918104 1565255 3502 SH SOLE 0 0 3502 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 322352 8194 SH SOLE 0 0 8194 NUSHARES ETF TR NUVEEN ESG US 67092P870 225990 10357 SH SOLE 0 0 10357 PROCTER AND GAMBLE CO COM 742718109 229914 1394 SH SOLE 0 0 1394 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 513911 6603 SH SOLE 0 0 6603 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2464759 38362 SH SOLE 0 0 38362 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 304202 6411 SH SOLE 0 0 6411 SPDR S&P 500 ETF TR TR UNIT 78462F103 11784718 21654 SH SOLE 0 0 21654 STARBUCKS CORP COM 855244109 403574 5184 SH SOLE 0 0 5184 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 14849894 135566 SH SOLE 0 0 135566 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 14992255 171203 SH SOLE 0 0 171203 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 17582037 52728 SH SOLE 0 0 52728 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 42241418 240308 SH SOLE 0 0 240308 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 902769 9192 SH SOLE 0 0 9192 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 447125 4511 SH SOLE 0 0 4511 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 32153554 446267 SH SOLE 0 0 446267 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 731297 10404 SH SOLE 0 0 10404 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 77425076 154810 SH SOLE 0 0 154810 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 710574 16238 SH SOLE 0 0 16238 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12256960 158615 SH SOLE 0 0 158615 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 392155 2925 SH SOLE 0 0 2925 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 683876 8343 SH SOLE 0 0 8343 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1009872 20434 SH SOLE 0 0 20434 WALMART INC COM 931142103 358998 5302 SH SOLE 0 0 5302