0001172661-23-002588.txt : 20230721 0001172661-23-002588.hdr.sgml : 20230721 20230721145246 ACCESSION NUMBER: 0001172661-23-002588 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230721 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230721 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: 231102318 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 06-30-2023 06-30-2023 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 07-21-2023 0 54 346792837
INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 251618 2080 SH SOLE 0 0 2080 AMAZON COM INC COM 023135106 293962 2255 SH SOLE 0 0 2255 APPLE INC COM 037833100 979266 5049 SH SOLE 0 0 5049 BOEING CO COM 097023105 220240 1043 SH SOLE 0 0 1043 COSTCO WHSL CORP NEW COM 22160K105 292340 543 SH SOLE 0 0 543 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 28378444 1169281 SH SOLE 0 0 1169281 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 34120833 622643 SH SOLE 0 0 622643 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 18607693 724035 SH SOLE 0 0 724035 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 13807370 574111 SH SOLE 0 0 574111 EXXON MOBIL CORP COM 30231G102 236924 2209 SH SOLE 0 0 2209 ISHARES TR CORE DIV GRWTH 46434V621 206120 4000 SH SOLE 0 0 4000 ISHARES TR S&P MC 400VL ETF 464287705 1852063 17288 SH SOLE 0 0 17288 ISHARES TR RUS 1000 GRW ETF 464287614 356633 1296 SH SOLE 0 0 1296 ISHARES TR MSCI EAFE ETF 464287465 1192988 16455 SH SOLE 0 0 16455 ISHARES TR MSCI EMG MKT ETF 464287234 478280 12090 SH SOLE 0 0 12090 ISHARES TR S&P 500 GRWT ETF 464287309 3850102 54627 SH SOLE 0 0 54627 ISHARES TR ESG AWARE MSCI 46435U663 237842 6696 SH SOLE 0 0 6696 ISHARES TR S&P 500 VAL ETF 464287408 3346724 20763 SH SOLE 0 0 20763 ISHARES TR RUS 1000 ETF 464287622 1709349 7013 SH SOLE 0 0 7013 ISHARES TR S&P MC 400GR ETF 464287606 2181930 29092 SH SOLE 0 0 29092 ISHARES TR 7-10 YR TRSY BD 464287440 2195042 22723 SH SOLE 0 0 22723 ISHARES TR RUS 2000 VAL ETF 464287630 1222137 8680 SH SOLE 0 0 8680 ISHARES TR RUS 2000 GRW ETF 464287648 844034 3478 SH SOLE 0 0 3478 ISHARES TR CORE US AGGBD ET 464287226 279353 2852 SH SOLE 0 0 2852 ISHARES TR CORE S&P SCP ETF 464287804 254207 2551 SH SOLE 0 0 2551 ISHARES TR 1 3 YR TREAS BD 464287457 3851057 47497 SH SOLE 0 0 47497 ISHARES TR RUSSELL 2000 ETF 464287655 5203236 27785 SH SOLE 0 0 27785 ISHARES TR 0-5 YR TIPS ETF 46429B747 14288133 146395 SH SOLE 0 0 146395 MICROSOFT CORP COM 594918104 1245383 3657 SH SOLE 0 0 3657 NUSHARES ETF TR NUVEEN ESG US 67092P870 231304 10521 SH SOLE 0 0 10521 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 300063 8112 SH SOLE 0 0 8112 PFIZER INC COM 717081103 248975 6788 SH SOLE 0 0 6788 PROCTER AND GAMBLE CO COM 742718109 925173 6097 SH SOLE 0 0 6097 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 207568 4739 SH SOLE 0 0 4739 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2233842 42655 SH SOLE 0 0 42655 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 482507 6793 SH SOLE 0 0 6793 SOUTHERN CO COM 842587107 204685 2914 SH SOLE 0 0 2914 SPDR S&P 500 ETF TR TR UNIT 78462F103 10923535 24643 SH SOLE 0 0 24643 STARBUCKS CORP COM 855244109 569496 5749 SH SOLE 0 0 5749 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 13624869 53622 SH SOLE 0 0 53622 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 1062982 11568 SH SOLE 0 0 11568 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 13232205 141525 SH SOLE 0 0 141525 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 13512290 164145 SH SOLE 0 0 164145 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 36922418 237138 SH SOLE 0 0 237138 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 319901 3612 SH SOLE 0 0 3612 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 30211944 415627 SH SOLE 0 0 415627 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 753096 10052 SH SOLE 0 0 10052 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 66067772 162217 SH SOLE 0 0 162217 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 732767 18013 SH SOLE 0 0 18013 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 666515 8814 SH SOLE 0 0 8814 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 372063 3009 SH SOLE 0 0 3009 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9693999 128126 SH SOLE 0 0 128126 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1000811 21672 SH SOLE 0 0 21672 WALMART INC COM 931142103 308754 1964 SH SOLE 0 0 1964