0001172661-23-003398.txt : 20231013 0001172661-23-003398.hdr.sgml : 20231013 20231013105449 ACCESSION NUMBER: 0001172661-23-003398 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231324260 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 09-30-2023 09-30-2023 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 10-13-2023 0 51 330822240
INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 310173 2440 SH SOLE 0 0 2440 APPLE INC COM 037833100 864383 5049 SH SOLE 0 0 5049 COSTCO WHSL CORP NEW COM 22160K105 245758 435 SH SOLE 0 0 435 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 14049187 602711 SH SOLE 0 0 602711 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 19311484 762095 SH SOLE 0 0 762095 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 33275516 633940 SH SOLE 0 0 633940 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 27625582 1183108 SH SOLE 0 0 1183108 ELI LILLY & CO COM 532457108 209577 390 SH SOLE 0 0 390 INVESCO QQQ TR UNIT SER 1 46090E103 295573 825 SH SOLE 0 0 825 ISHARES TR MSCI EAFE ETF 464287465 1132011 16425 SH SOLE 0 0 16425 ISHARES TR MSCI EMG MKT ETF 464287234 447582 11794 SH SOLE 0 0 11794 ISHARES TR S&P MC 400GR ETF 464287606 2247849 31116 SH SOLE 0 0 31116 ISHARES TR RUS 1000 ETF 464287622 1647424 7013 SH SOLE 0 0 7013 ISHARES TR 0-5 YR TIPS ETF 46429B747 14534298 149962 SH SOLE 0 0 149962 ISHARES TR CALIF MUN BD ETF 464288356 392764 7162 SH SOLE 0 0 7162 ISHARES TR ESG AWARE MSCI 46435U663 225320 6696 SH SOLE 0 0 6696 ISHARES TR S&P 500 VAL ETF 464287408 3152890 20495 SH SOLE 0 0 20495 ISHARES TR CORE US AGGBD ET 464287226 215634 2293 SH SOLE 0 0 2293 ISHARES TR CORE S&P SCP ETF 464287804 239693 2541 SH SOLE 0 0 2541 ISHARES TR 7-10 YR TRSY BD 464287440 1331993 14543 SH SOLE 0 0 14543 ISHARES TR 1 3 YR TREAS BD 464287457 1334548 16482 SH SOLE 0 0 16482 ISHARES TR RUS 2000 VAL ETF 464287630 1220350 9003 SH SOLE 0 0 9003 ISHARES TR RUS 2000 GRW ETF 464287648 770686 3438 SH SOLE 0 0 3438 ISHARES TR S&P 500 GRWT ETF 464287309 3709997 54224 SH SOLE 0 0 54224 ISHARES TR RUS 1000 GRW ETF 464287614 344723 1296 SH SOLE 0 0 1296 ISHARES TR RUSSELL 2000 ETF 464287655 4872488 27569 SH SOLE 0 0 27569 ISHARES TR S&P MC 400VL ETF 464287705 1729940 17140 SH SOLE 0 0 17140 MICROSOFT CORP COM 594918104 1181562 3742 SH SOLE 0 0 3742 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 282460 8112 SH SOLE 0 0 8112 NUSHARES ETF TR NUVEEN ESG US 67092P870 215832 10229 SH SOLE 0 0 10229 PROCTER AND GAMBLE CO COM 742718109 224784 1541 SH SOLE 0 0 1541 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 458870 6780 SH SOLE 0 0 6780 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2118065 41859 SH SOLE 0 0 41859 SPDR S&P 500 ETF TR TR UNIT 78462F103 10408675 24349 SH SOLE 0 0 24349 STARBUCKS CORP COM 855244109 524711 5749 SH SOLE 0 0 5749 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 314784 3724 SH SOLE 0 0 3724 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 969614 11094 SH SOLE 0 0 11094 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 34732185 233588 SH SOLE 0 0 233588 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 12236570 157052 SH SOLE 0 0 157052 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 12627252 139839 SH SOLE 0 0 139839 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 13099188 53068 SH SOLE 0 0 53068 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 29615486 424412 SH SOLE 0 0 424412 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 674087 10052 SH SOLE 0 0 10052 VANGUARD INDEX FDS MID CAP ETF 922908629 313609 1506 SH SOLE 0 0 1506 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 62157922 158283 SH SOLE 0 0 158283 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 699442 17838 SH SOLE 0 0 17838 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 628386 8796 SH SOLE 0 0 8796 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 353872 2964 SH SOLE 0 0 2964 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10021990 133360 SH SOLE 0 0 133360 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 935305 21393 SH SOLE 0 0 21393 WALMART INC COM 931142103 290166 1814 SH SOLE 0 0 1814