0001085146-23-001031.txt : 20230210 0001085146-23-001031.hdr.sgml : 20230210 20230210163122 ACCESSION NUMBER: 0001085146-23-001031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stordahl Capital Management, Inc. CENTRAL INDEX KEY: 0001729093 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: 23612567 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 false false 0001729093 XXXXXXXX 12-31-2022 12-31-2022 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 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 02-10-2023 0 50 305321464 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 614055 4726 SH SOLE 0 0 4726 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 247880 543 SH SOLE 0 0 543 D R HORTON INC COM 23331A109 BBG001S8M692 208498 2339 SH SOLE 0 0 2339 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 11232880 500128 SH SOLE 0 0 500128 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 24013057 1074410 SH SOLE 0 0 1074410 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 29396790 574717 SH SOLE 0 0 574717 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 15873365 640830 SH SOLE 0 0 640830 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 243661 2209 SH SOLE 0 0 2209 INVESCO MUN OPPORTUNITY TR COM 46132C107 BBG001S72CS2 205216 20708 SH SOLE 0 0 20708 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 14156044 145999 SH SOLE 0 0 145999 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 4533020 55846 SH SOLE 0 0 55846 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 2582899 26967 SH SOLE 0 0 26967 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 200000 4000 SH SOLE 0 0 4000 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 241427 2551 SH SOLE 0 0 2551 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 351977 3629 SH SOLE 0 0 3629 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 217205 6606 SH SOLE 0 0 6606 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 949417 14464 SH SOLE 0 0 14464 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 450176 11878 SH SOLE 0 0 11878 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1504376 7146 SH SOLE 0 0 7146 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 277655 1296 SH SOLE 0 0 1296 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 761493 3550 SH SOLE 0 0 3550 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1050455 7575 SH SOLE 0 0 7575 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 4797119 27513 SH SOLE 0 0 27513 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 3194991 54615 SH SOLE 0 0 54615 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 3007218 20729 SH SOLE 0 0 20729 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 2027912 29691 SH SOLE 0 0 29691 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 1795619 17814 SH SOLE 0 0 17814 MICROSOFT CORP COM 594918104 BBG001S5TD05 764786 3189 SH SOLE 0 0 3189 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 290940 8512 SH SOLE 0 0 8512 NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 260509 22077 SH SOLE 0 0 22077 PFIZER INC COM 717081103 BBG001S5V466 297499 5806 SH SOLE 0 0 5806 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 882231 5821 SH SOLE 0 0 5821 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1947771 43140 SH SOLE 0 0 43140 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 449625 6853 SH SOLE 0 0 6853 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 9591719 25081 SH SOLE 0 0 25081 STARBUCKS CORP COM 855244109 BBG001S72KH6 570301 5749 SH SOLE 0 0 5749 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 10569724 50108 SH SOLE 0 0 50108 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 33391680 238410 SH SOLE 0 0 238410 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 BBG001TC6MK2 11143893 65816 SH SOLE 0 0 65816 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 BBG001TC6MJ4 255840 1564 SH SOLE 0 0 1564 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 BBG001TC6MN9 12004173 78244 SH SOLE 0 0 78244 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 BBG001TC6MR5 1227551 7083 SH SOLE 0 0 7083 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 29657940 412833 SH SOLE 0 0 412833 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 55263843 157294 SH SOLE 0 0 157294 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 915093 23476 SH SOLE 0 0 23476 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 9005417 119769 SH SOLE 0 0 119769 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 BBG001TCH7W0 622000 8839 SH SOLE 0 0 8839 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 BBG001TCHH03 394778 3242 SH SOLE 0 0 3242 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1438561 34276 SH SOLE 0 0 34276 WALMART INC COM 931142103 BBG001S5XH92 241185 1701 SH SOLE 0 0 1701