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
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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