Stordahl Capital Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison: A Look at the Changes in Holdings

Stordahl Capital Management, Inc., a renowned investment management firm, recently released its Q3 2022 and Q4 2022 13F holdings comparison. The report highlights several changes that have occurred in the holdings of the firm's portfolio. In this article, we will take a closer look at the significant changes that occurred and what they mean for the firm.

Vanguard Index and Admiral Funds

Vanguard Index and Admiral Funds saw an increase in shares from 154,578 to 157,294, and 237,917 to 238,410, respectively, during the period. These funds' Q3 2022 value was $50,748, and the value increased to $55,263 in Q4 2022, indicating a growth rate of 8.9%. These funds are popular among investors who prefer long-term investments and low-cost index funds.

Vanguard BD Index Fund

Stordahl Capital Management also owns shares in the Vanguard BD Index Fund. The fund's Q3 2022 shares were 420,539, which decreased to 412,833 in Q4 2022, indicating a growth rate of -1.1%. The approximate value of the shares during the period was $29,997 in Q3 2022 and $29,657 in Q4 2022. This fund is ideal for investors who prefer to invest in bond funds rather than stocks.

Dimensional ETF Trust Funds

Dimensional ETF Trust funds recorded substantial growth in Q4 2022. Shares for Dimensional ETF Trust Funds for DFAS increased from 552,885 to 574,717, with a Q3 2022 value of $25,720, increasing to $29,396 in Q4 2022, indicating a growth rate of 14.3%. Shares for DFIC increased from 1,002,686 to 1,074,410, with a Q3 2022 value of $19,211, increasing to $24,013 in Q4 2022, indicating a growth rate of 25%. Shares for DFSV increased from 597,516 to 640,830, with a Q3 2022 value of $13,020, increasing to $15,873 in Q4 2022, indicating a growth rate of 21.9%. These funds are ideal for those who seek the benefits of index funds with the flexibility and customization of active management.

iShares Trust Funds

iShares Trust funds recorded a mixed growth rate in Q4 2022. Shares for STIP decreased from 155,898 to 145,999, with a Q3 2022 value of $14,983, decreasing to $14,156 in Q4 2022, indicating a -5.5% growth rate. Shares for IVOV increased from 78,177 to 78,244, with a Q3 2022 value of $10,848, increasing to $12,004 in Q4 2022, indicating a growth rate of 10.7%. Shares for DFEM increased from 461,982 to 500,128, with a Q3 2022 value of $9,443, increasing to $11,232 in Q4 2022, indicating a growth rate of 19%. These funds are ideal for those looking to invest in international stocks.

Other Notable Holdings

Besides those mentioned above, Stordahl Capital Management Inc. owns shares in other notable funds such as SPDR S&P 500 ETF Trust (SPY), Vanguard Scottsdale Funds (VCSH), Ishares Trust (IWM, SHY, IVW, IVE), among others.

Conclusion

Stordahl Capital Management, Inc. release of its Q3 2022 vs. Q4 2022 holdings comparison highlights some notable changes in its portfolio. The changes reflect the evolution of the market and the firm's strategic decisions to optimize the portfolio for the clients' benefits. Investors can use this report to evaluate their investment strategy in comparison with the firm's holdings. As always, it is essential to conduct in-depth research before making any investment decisions.