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
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0001729093
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06-30-2023
06-30-2023
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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