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Stordahl Capital Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 23 January, 2024

In the ever-evolving world of finance, staying updated on the latest investment trends and strategies is crucial. As fund managers and investors strive to optimize their portfolios, analyzing the changes in holdings becomes vital. In this article, we will delve into a detailed comparison of Stordahl Capital Management, Inc.'s 13F holdings for Q3 2023 and Q4 2023. Let's explore the shifts in their portfolio and the implications they carry.

Vanguard Index Funds (VOO) - A Trusted Investment Vehicle

As one of Stordahl Capital Management's major holdings, Vanguard Index Funds (VOO) underwent a slight decline in shares, moving from 158,283 to 153,508. This change corresponds to a 7.9% decrease, which may indicate a reshuffling of investment priorities. However, the value of these holdings increased from $62,157,000 to $67,052,000, suggesting potential gains in market performance.

The Rise of Vanguard Admiral Funds (VOOV, VOOB, and IVOV)

Vanguard Admiral Funds, including VOOV, VOOB, and IVOV, witnessed both share and value increases. VOOV saw a minimal rise from 233,588 shares to 233,233 shares, with a corresponding increase in value from $34,732,000 to $39,173,000 (12.8%). Similarly, IVOV experienced growth, moving from 157,052 to 157,996 shares, and an increase in value from $12,236,000 to $13,774,000 (12.6%). These positive trends could reflect Stordahl Capital Management's confidence in the performance of these funds.

Dimensional ETF Trust (DFAS, DFIC, and DFSV) - Expanding Holdings

Stordahl Capital Management also expanded its holdings in Dimensional ETF Trust. DFAS increased its shares from 633,940 to 646,613 (15.9%), while DFIC experienced a growth from 1,183,108 to 1,222,950 shares (13%). DFSV saw a significant rise, with shares increasing from 762,095 to 795,833 (20%). These changes indicate the company's interest in exploring opportunities within the ETF market.

Notable Changes in Other Holdings

Among other notable changes, Stordahl Capital Management reduced its holdings in Vanguard BD Index Funds (BND) from 424,412 to 402,406 shares (-0.1%) while maintaining a relatively stable value. This adjustment suggests evaluative strategies to optimize the portfolio. Additionally, ISHARES TR (STIP) experienced a substantial increase in shares from 149,962 to 162,410 (10.2%), reflecting a positive sentiment towards this investment.

Analyzing the Overall Picture

Examining the changes in Stordahl Capital Management's holdings enables us to gain insights into their investment strategies. The shifts mentioned above depict both cautious adjustments and optimistic expansions. These alterations indicate the fluidity in the investment landscape and highlight the need for continuous evaluation and adaptation.

Throughout this analysis, it is important to note that 13F filings provide transparency on holdings but should not be considered as outright investment recommendations. Each investor's objectives, risk tolerance, and other crucial factors play a significant role in determining suitable investment options.

As we conclude this comparison of Stordahl Capital Management, Inc.'s Q3 2023 and Q4 2023 13F holdings, it becomes evident that constant evaluation and strategic adjustments are essential in navigating the ever-fluctuating financial market. By monitoring the changes in holdings, fund managers and investors can equip themselves with valuable insights to make informed decisions and optimize their portfolios for the future.

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