Equal-WT
WhaleScore 2.0
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Stordahl Capital Management is based out of Greenwood Village. Stordahl Capital Management is a large advisory firm with 287 clients and discretionary assets under management (AUM) of $424,935,241 (Form ADV from 2023-04-04). Their last reported 13F filing for Q4 2023 included $367,799,342 in managed 13F securities
and a top 10 holdings concentration of 78.47%. Stordahl Capital Management's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 153,508. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IEF iShares 7-10 Year Tr | 0.78% |
| DFSV Dimensional US Small | 0.46% |
| DFAS Dimensional U.S. Sma | 0.42% |
| DFIC Dimensional Internat | 0.14% |
| QQQ Invesco QQQ Trust, S | 0.09% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| BND VANGUARD TOTAL BOND | 0.91% |
| VOO VANGUARD 500 INDEX F | 0.56% |
| IVOG VANGUARD S&P MID-CAP | 0.29% |
| SHY iShares 1-3 Year Tre | 0.19% |
| CMF iShares California M | 0.12% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| VOO VANGUARD 500 INDEX F | 18.23% |
| VOOV VANGUARD S&P 500 VAL | 10.65% |
| DFAS Dimensional U.S. Sma | 10.48% |
| DFIC Dimensional Internat | 8.49% |
| BND VANGUARD TOTAL BOND | 8.05% |
2023-12-31
13F Activity
| Market Value | $368m, Prior: $331m |
| New Purchases | 3 stocks |
| Added To | 22 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 22 stocks |
| Top 10 Holdings % | 78.47% |
| Turnover %[1] | 9.62% |
| Turnover Alt %[2] | 1.66% |
| Time Held Top 20 | 17.8 quarters |
| Time Held Top 10 | 12.1 quarters |
| Time Held All | 17.65 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31