Stordahl Capital Management
Latest statistics and disclosures from Stordahl Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VOOV, DFAS, DFIC, BND, and represent 56.44% of Stordahl Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VOO, DFIC, BND, DFAS, IVOG, VOOV, DFEM, DFSV, IVOV, STIP.
- Started 9 new stock positions in Pennymac Mortgage Investment Trust, Kaman Corp convertible security, Redwood Trust Inc convertible security, Pennymac Corp, BRK.B, Western Asset Mortgage Capit, Redwood Trust, IVV, Two Hbrs Invt Corp.
- Reduced shares in these 10 stocks: IWB, IWF, IJR, BA, DGRO, SPY, IVW, VIOO, VEA, IWM.
- Sold out of its positions in BA, IWF, IJR, DGRO.
- Stordahl Capital Management was a net buyer of stock by $9.9M.
- Stordahl Capital Management has $399M in assets under management (AUM), dropping by 8.56%.
- Central Index Key (CIK): 0001729093
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Stordahl Capital Management holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Stordahl Capital Management
SEC 13F filings are viewable for Stordahl Capital Management going back to 2017
- Stordahl Capital Management 2024 Q1 filed April 18, 2024
- Stordahl Capital Management 2023 Q4 filed Jan. 17, 2024
- Stordahl Capital Management 2023 Q3 filed Oct. 13, 2023
- Stordahl Capital Management 2023 Q2 filed July 21, 2023
- Stordahl Capital Management 2023 Q1 filed May 4, 2023
- Stordahl Capital Management 2022 Q4 filed Feb. 10, 2023
- Stordahl Capital Management 2022 Q3 filed Nov. 14, 2022
- Stordahl Capital Management 2022 Q2 filed Aug. 4, 2022
- Stordahl Capital Management 2022 Q1 filed May 6, 2022
- Stordahl Capital Management 2021 Q4 filed Feb. 10, 2022
- Stordahl Capital Management 2021 Q3 filed Nov. 9, 2021
- Stordahl Capital Management 2021 Q2 filed July 23, 2021
- Stordahl Capital Management 2021 Q1 filed April 30, 2021
- Stordahl Capital Management 2020 Q4 filed Jan. 20, 2021
- Stordahl Capital Management 2020 Q3 filed Nov. 9, 2020
- Stordahl Capital Management 2020 Q2 filed Aug. 7, 2020