- New Purchases: DSI,
- Added Positions: VEA, VWO, BND, STIP, VCSH,
- Reduced Positions: SHY, SPY, IWM, SBUX, AMGN, IJK, IEF, IBM, TIP, IJJ,
- Sold Out: ICF, VTI,
For the details of Stordahl Capital Management, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Stordahl+Capital+Management%2C+Inc.
These are the top 5 holdings of Stordahl Capital Management, Inc.- Vanguard S&P 500 (VOO) - 184,111 shares, 31.92% of the total portfolio. Shares added by 0.73%
- Vanguard Total Bond Market (BND) - 234,564 shares, 13.43% of the total portfolio. Shares added by 7.23%
- Vanguard FTSE Developed Markets (VEA) - 266,657 shares, 8.45% of the total portfolio. Shares added by 25.64%
- SPDR S&P 500 (SPY) - 37,526 shares, 7.07% of the total portfolio. Shares reduced by 2.34%
- iShares 0-5 Year TIPS Bond (STIP) - 98,362 shares, 7.05% of the total portfolio. Shares added by 4.13%
Stordahl Capital Management, Inc. initiated holding in iShares MSCI KLD 400 Social. The purchase prices were between $95.13 and $106.05, with an estimated average price of $100.9. The stock is now traded at around $99.04. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,891 shares as of 2018-03-31.
Added: Vanguard FTSE Developed Markets (VEA)Stordahl Capital Management, Inc. added to a holding in Vanguard FTSE Developed Markets by 25.64%. The purchase prices were between $43.31 and $47.88, with an estimated average price of $45.38. The stock is now traded at around $44.97. The impact to a portfolio due to this purchase was 1.72%. The holding were 266,657 shares as of 2018-03-31.
Sold Out: iShares Cohen & Steers REIT (ICF)Stordahl Capital Management, Inc. sold out a holding in iShares Cohen & Steers REIT. The sale prices were between $88.56 and $100.77, with an estimated average price of $93.77.
Sold Out: Vanguard Total Stock Market (VTI)Stordahl Capital Management, Inc. sold out a holding in Vanguard Total Stock Market. The sale prices were between $132.41 and $146.86, with an estimated average price of $140.18.
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