0001172661-23-001831.txt : 20230504 0001172661-23-001831.hdr.sgml : 20230504 20230504075019 ACCESSION NUMBER: 0001172661-23-001831 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23886575 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 03-31-2023 03-31-2023 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 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 05-03-2023 0 55 328384892 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 216320 2080 SH SOLE 0 0 2080 AMAZON COM INC COM 023135106 232919 2255 SH SOLE 0 0 2255 APPLE INC COM 037833100 832389 5048 SH SOLE 0 0 5048 BOEING CO COM 097023105 221564 1043 SH SOLE 0 0 1043 COSTCO WHSL CORP NEW COM 22160K105 269800 543 SH SOLE 0 0 543 D R HORTON INC COM 23331A109 200460 2052 SH SOLE 0 0 2052 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 17051447 683973 SH SOLE 0 0 683973 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 27318623 1135201 SH SOLE 0 0 1135201 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 31096113 590059 SH SOLE 0 0 590059 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 13049183 553166 SH SOLE 0 0 553166 EXXON MOBIL CORP COM 30231G102 242248 2209 SH SOLE 0 0 2209 INVESCO MUN OPPORTUNITY TR COM 46132C107 203145 20708 SH SOLE 0 0 20708 ISHARES TR 7-10 YR TRSY BD 464287440 1861573 18781 SH SOLE 0 0 18781 ISHARES TR S&P 500 GRWT ETF 464287309 3484929 54546 SH SOLE 0 0 54546 ISHARES TR RUS 2000 GRW ETF 464287648 798418 3520 SH SOLE 0 0 3520 ISHARES TR S&P MC 400GR ETF 464287606 2117416 29610 SH SOLE 0 0 29610 ISHARES TR MSCI EAFE ETF 464287465 1169137 16347 SH SOLE 0 0 16347 ISHARES TR RUS 2000 VAL ETF 464287630 1140518 8324 SH SOLE 0 0 8324 ISHARES TR CORE S&P SCP ETF 464287804 246682 2551 SH SOLE 0 0 2551 ISHARES TR 1 3 YR TREAS BD 464287457 3882882 47260 SH SOLE 0 0 47260 ISHARES TR MSCI EMG MKT ETF 464287234 478058 12115 SH SOLE 0 0 12115 ISHARES TR CORE US AGGBD ET 464287226 333595 3348 SH SOLE 0 0 3348 ISHARES TR TIPS BD ETF 464287176 206057 1869 SH SOLE 0 0 1869 ISHARES TR S&P 500 VAL ETF 464287408 3121873 20571 SH SOLE 0 0 20571 ISHARES TR S&P MC 400VL ETF 464287705 1799226 17507 SH SOLE 0 0 17507 ISHARES TR 0-5 YR TIPS ETF 46429B747 14637597 147512 SH SOLE 0 0 147512 ISHARES TR ESG AWARE MSCI 46435U663 224538 6606 SH SOLE 0 0 6606 ISHARES TR RUSSELL 2000 ETF 464287655 4940297 27692 SH SOLE 0 0 27692 ISHARES TR RUS 1000 ETF 464287622 1609494 7146 SH SOLE 0 0 7146 ISHARES TR RUS 1000 GRW ETF 464287614 316652 1296 SH SOLE 0 0 1296 MICROSOFT CORP COM 594918104 1054068 3656 SH SOLE 0 0 3656 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 292734 8267 SH SOLE 0 0 8267 NUVEEN QUALITY MUNCP INCOME COM 67066V101 254548 22077 SH SOLE 0 0 22077 PFIZER INC COM 717081103 276530 6778 SH SOLE 0 0 6778 PROCTER AND GAMBLE CO COM 742718109 906331 6095 SH SOLE 0 0 6095 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2080152 43005 SH SOLE 0 0 43005 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 464976 6853 SH SOLE 0 0 6853 SOUTHERN CO COM 842587107 202201 2906 SH SOLE 0 0 2906 SPDR S&P 500 ETF TR TR UNIT 78462F103 10214324 24950 SH SOLE 0 0 24950 STARBUCKS CORP COM 855244109 598643 5749 SH SOLE 0 0 5749 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 12229779 53062 SH SOLE 0 0 53062 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 12447338 140094 SH SOLE 0 0 140094 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 1210028 13628 SH SOLE 0 0 13628 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 12750201 162096 SH SOLE 0 0 162096 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 276942 3270 SH SOLE 0 0 3270 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 34731108 236749 SH SOLE 0 0 236749 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 30478075 412814 SH SOLE 0 0 412814 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 764561 9976 SH SOLE 0 0 9976 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 60953456 162080 SH SOLE 0 0 162080 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 765220 18941 SH SOLE 0 0 18941 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9759026 128021 SH SOLE 0 0 128021 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 387408 3215 SH SOLE 0 0 3215 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 637115 8839 SH SOLE 0 0 8839 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1057633 23415 SH SOLE 0 0 23415 WALMART INC COM 931142103 289342 1962 SH SOLE 0 0 1962