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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stordahl Capital Management, Inc.

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001172661-25-001570

Total Value
$421.7M
Positions
57
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (57)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363153,540$78.9M18.71%
2VANGUARD ADMIRAL FDS INC921932703236,711$43.6M10.34%
3DIMENSIONAL ETF TRUST25434V500703,488$42.0M9.97%
4DIMENSIONAL ETF TRUST25434V7991,447,420$40.2M9.53%
5VANGUARD BD INDEX FDS921937835492,174$36.2M8.57%
6DIMENSIONAL ETF TRUST25434V815872,297$24.6M5.82%
7ISHARES TR46429B747191,471$19.8M4.70%
8DIMENSIONAL ETF TRUST25434V732709,921$18.8M4.45%
9VANGUARD ADMIRAL FDS INC92193250548,515$16.2M3.85%
10VANGUARD ADMIRAL FDS INC921932844168,447$15.5M3.68%
11VANGUARD ADMIRAL FDS INC921932869139,926$14.4M3.42%
12VANGUARD SCOTTSDALE FDS92206C409170,251$13.4M3.19%
13SPDR S&P 500 ETF TRSPY22,528$12.6M2.99%
14ISHARES TR46428765526,145$5.2M1.24%
15ISHARES TR46428730949,230$4.6M1.08%
16ISHARES TR46428744041,309$3.9M0.93%
17ISHARES TR46428740820,213$3.9M0.91%
18SCHWAB STRATEGIC TR808524201109,369$2.4M0.57%
19ISHARES TR46428760628,354$2.4M0.56%
20ISHARES TR46428770516,668$2.0M0.47%
21MICROSOFT CORPMSFT5,054$1.9M0.45%
22ISHARES TR46428763010,132$1.5M0.36%
23ISHARES TR4642876224,484$1.4M0.33%
24ISHARES TR46428746515,122$1.2M0.29%
25APPLE INCAAPL4,762$1.1M0.25%
26VANGUARD TAX-MANAGED FDS92194385817,004$864,3300.20%
27VANGUARD ADMIRAL FDS INC9219328288,591$829,1050.20%
28ISHARES TR46435U66321,150$812,3720.19%
29ISHARES TR4642874579,135$755,7390.18%
30VANGUARD SCOTTSDALE FDS92206C6648,261$666,2500.16%
31ISHARES TR4642876482,473$631,9980.15%
32VANGUARD INTL EQUITY INDEX F92204285813,452$608,8580.14%
33AMAZON COM INCAMZN3,054$581,0540.14%
34SCHWAB STRATEGIC TR80852450819,639$514,5420.12%
35BERKSHIRE HATHAWAY INC DELBRK-A947$504,3530.12%
36STARBUCKS CORPSBUX4,990$489,4690.12%
37VANGUARD ADMIRAL FDS INC9219328854,787$472,4740.11%
38WALMART INCWMT5,131$450,4500.11%
39ISHARES TR4642872349,850$430,4450.10%
40COSTCO WHSL CORP NEW22160K105442$418,0350.10%
41META PLATFORMS INCMETA691$398,2650.09%
42INVESCO QQQ TRIVZ795$372,7910.09%
43VANGUARD SCOTTSDALE FDS92206C6492,711$360,8070.09%
44ISHARES TR46436E5518,521$332,9150.08%
45VANGUARD MUN BD FDS9229077466,379$316,5260.08%
46NUSHARES ETF TRNU8,027$307,7550.07%
47ELI LILLY & COLLY372$307,3860.07%
48SCHWAB STRATEGIC TR80852460712,822$300,4190.07%
49ISHARES BITCOIN TRUST ETFIBIT6,344$296,9630.07%
50ISHARES TR4642872262,940$290,8250.07%
51WELLS FARGO CO NEW9497461014,047$290,5340.07%
52OMEROS CORPOMER32,656$268,4320.06%
53PROCTER AND GAMBLE CO7427181091,364$232,4690.06%
54NUSHARES ETF TRNU10,341$229,4150.05%
55ISHARES TR464287200392$220,2650.05%
56VANGUARD INDEX FDS922908736560$207,6590.05%
57ISHARES TR4642883563,673$206,7160.05%