Stordahl Capital Management, Inc.
GREENWOOD VILLAGE CO · SEC CIK 0001729093
$4.86亿2026Q1 申报市值
63持仓数
79.6%前十大占比 · 第一大 18.1%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WPC 新建仓+$177.46万
VOOV 加仓+$137.23万
VOO 加仓+$125.43万
VOOG 加仓+$86.72万
RTX 新建仓+$73.40万
2026Q1 卖出最多 按季末市值估算
DFIC 减仓-$143.71万
DFEM 减仓-$118.03万
DIMENSIONAL ETF 减仓-$74.98万
DIMENSIONAL ETF 减仓-$67.64万
IWB 减仓-$62.86万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,783.29万 | 18.09% | 146,988 | 2,099 | 1.4% | $125.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,063.71万 | 10.43% | 711,896 | -9,510 | -1.3% | -$67.64万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $5,001.43万 | 10.30% | 245,421 | 6,734 | 2.8% | $137.23万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,836.55万 | 9.96% | 1,361,259 | -40,447 | -2.9% | -$143.71万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,846.61万 | 7.92% | 522,354 | 7,679 | 1.5% | $56.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,187.97万 | 6.57% | 909,808 | -21,397 | -2.3% | -$74.98万 | 减仓 |
| STIP | ISHARES TR | $2,192.44万 | 4.52% | 211,973 | 4,880 | 2.4% | $50.47万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,123.78万 | 4.37% | 614,698 | -34,163 | -5.3% | -$118.03万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,818.24万 | 3.74% | 145,424 | 756 | 0.5% | $9.45万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,778.36万 | 3.66% | 174,434 | 2,128 | 1.2% | $21.69万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,729.56万 | 3.56% | 42,423 | 2,127 | 5.3% | $86.72万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,449.29万 | 2.99% | 182,830 | 4,426 | 2.5% | $35.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,428.16万 | 2.94% | 21,960 | -192 | -0.9% | -$12.49万 | 减仓 |
| IWM | ISHARES TR | $544.09万 | 1.12% | 21,939 | -1,096 | -4.8% | -$27.18万 | 减仓 |
| IVW | ISHARES TR | $524.30万 | 1.08% | 46,354 | -1,782 | -3.7% | -$20.16万 | 减仓 |
| IVE | ISHARES TR | $454.32万 | 0.94% | 21,516 | -62 | -0.3% | -$1.31万 | 减仓 |
| IEF | ISHARES TR | $294.64万 | 0.61% | 30,872 | -152 | -0.5% | -$1.45万 | 减仓 |
| IJK | ISHARES TR | $276.86万 | 0.57% | 27,515 | -1,921 | -6.5% | -$19.33万 | 减仓 |
| IJJ | ISHARES TR | $221.93万 | 0.46% | 16,749 | -675 | -3.9% | -$8.94万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $216.25万 | 0.45% | 84,342 | -2,211 | -2.6% | -$5.67万 | 减仓 |
| WPC | WP CAREY INC | $177.46万 | 0.37% | 26,113 | 26,113 | — | $177.46万 | 新建仓 |
| IWN | ISHARES TR | $156.42万 | 0.32% | 8,251 | -208 | -2.5% | -$3.94万 | 减仓 |
| EFA | ISHARES TR | $146.94万 | 0.30% | 15,128 | -938 | -5.8% | -$9.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $146.64万 | 0.30% | 4,571 | -66 | -1.4% | -$2.12万 | 减仓 |
| ESML | ISHARES TR | $145.38万 | 0.30% | 30,918 | 1,802 | 6.2% | $8.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $140.11万 | 0.29% | 3,785 | -18 | -0.5% | -$6,663 | 减仓 |
| AAPL | APPLE INC | $117.73万 | 0.24% | 4,639 | -156 | -3.3% | -$3.96万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $103.58万 | 0.21% | 16,164 | -337 | -2.0% | -$2.16万 | 减仓 |
| IWB | ISHARES TR | $96.66万 | 0.20% | 2,711 | -1,763 | -39.4% | -$62.86万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $94.78万 | 0.20% | 8,254 | -327 | -3.8% | -$3.75万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $81.99万 | 0.17% | 8,185 | -16 | -0.2% | -$1,603 | 减仓 |
| RTX | RTX CORPORATION | $73.40万 | 0.15% | 3,805 | 3,805 | — | $73.40万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.85万 | 0.15% | 13,109 | -241 | -1.8% | -$1.30万 | 减仓 |
| IWO | ISHARES TR | $69.36万 | 0.14% | 2,210 | -169 | -7.1% | -$5.30万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $63.45万 | 0.13% | 12,718 | 1,531 | 13.7% | $7.64万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $63.34万 | 0.13% | 5,540 | 130 | 2.4% | $1.49万 | 加仓 |
| SHY | ISHARES TR | $62.40万 | 0.13% | 7,557 | -172 | -2.2% | -$1.42万 | 减仓 |
| XJH | ISHARES TR | $59.67万 | 0.12% | 13,152 | 1,044 | 8.6% | $4.74万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $58.85万 | 0.12% | 19,007 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $58.45万 | 0.12% | 4,703 | -244 | -4.9% | -$3.03万 | 减仓 |
| AMZN | AMAZON COM INC | $56.44万 | 0.12% | 2,710 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $50.74万 | 0.10% | 8,934 | -383 | -4.1% | -$2.18万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $46.99万 | 0.10% | 2,810 | -17 | -0.6% | -$2,843 | 减仓 |
| CMF | ISHARES TR | $46.67万 | 0.10% | 8,208 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.98万 | 0.09% | 6,122 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.07万 | 0.09% | 11,471 | 90 | 0.8% | $3,458 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.34万 | 0.09% | 435 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $42.52万 | 0.09% | 4,746 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $37.29万 | 0.08% | 12,822 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $35.44万 | 0.07% | 7,866 | -215 | -2.7% | -$9,688 | 减仓 |
| LLY | ELI LILLY & CO | $32.67万 | 0.07% | 355 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $29.52万 | 0.06% | 516 | -5 | -1.0% | -$2,861 | 减仓 |
| GOOG | ALPHABET INC | $29.37万 | 0.06% | 1,024 | -39 | -3.7% | -$1.12万 | 减仓 |
| AGG | ISHARES TR | $28.82万 | 0.06% | 2,903 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.36万 | 0.06% | 474 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $26.63万 | 0.05% | 2,245 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.61万 | 0.05% | 392 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.48万 | 0.05% | 3,304 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $24.17万 | 0.05% | 2,999 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $24.14万 | 0.05% | 22,860 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.85万 | 0.05% | 546 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.39万 | 0.05% | 488 | -207 | -29.8% | -$9.92万 | 减仓 |
| DGRO | ISHARES TR | $22.60万 | 0.05% | 3,220 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,264 | -100.0% | -$21.10万 | 清仓 |
| NUBD | NUSHARES ETF TR | $0 | 0.00% | 0 | -9,128 | -100.0% | -$20.41万 | 清仓 |