Stordahl Capital Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance, investors are always on the lookout for the most up-to-date information on holdings and investments. One of the ways they can access this information is by reviewing the 13F filings submitted by investment managers. These quarterly reports disclose the holdings of institutional investment managers with at least $100 million in assets under management. In this article, we will analyze the changes in Stordahl Capital Management, Inc.'s 13F holdings from Q1 2023 to Q2 2023 and explore the implications of these shifts.

Vanguard Index Funds (VOO) - A Steady Performer

Stordahl Capital Management, Inc. increased its holdings in Vanguard Index Funds (VOO) marginally in Q2 2023. The fund held 162,080 shares in Q1 2023, which increased to 162,217 shares in Q2 2023. The value of these shares also experienced a significant rise from $60,953,000 to $66,067,000, representing a growth rate of 8.4%. This increase suggests that Stordahl Capital Management, Inc. has confidence in the long-term performance of Vanguard Index Funds.

Vanguard Admiral Funds Inc. (VOOV) - A Promising Investment

Stordahl Capital Management, Inc. also exhibited a positive outlook for Vanguard Admiral Funds Inc. (VOOV) in Q2 2023. The fund increased its holdings from 236,749 shares in Q1 2023 to 237,138 shares in Q2 2023. This slight increase of 0.2% indicates that Stordahl Capital Management, Inc. sees potential in the growth of this investment. The value of the shares also increased from $34,731,000 to $36,922,000, reflecting a growth rate of 6.3%.

Dimensional ETF Trust (DFAS) - A Lucrative Move

Stordahl Capital Management, Inc. made a noteworthy change in its holdings of Dimensional ETF Trust (DFAS) in Q2 2023. The fund increased its holdings from 590,059 shares to 622,643 shares, representing an impressive growth rate of 9.7%. The value of these shares also rose from $31,096,000 to $34,120,000. This substantial increase indicates that Stordahl Capital Management, Inc. recognizes the potential for significant returns in Dimensional ETF Trust.

Vanguard Bond Index Funds (BND) - A Slight Dip

Stordahl Capital Management, Inc. experienced a minor decrease in its holdings of Vanguard Bond Index Funds (BND) in Q2 2023. The fund held 412,814 shares in Q1 2023, which decreased to 415,627 shares in Q2 2023, reflecting a decline of 0.9%. However, the value of these shares did not show a significant change, decreasing only slightly from $30,478,000 to $30,211,000. This modest decrease suggests that Stordahl Capital Management, Inc. remains cautiously optimistic about the performance of Vanguard Bond Index Funds.

Dimensional ETF Trust (DFIC) - A Growing Investment

Stordahl Capital Management, Inc. increased its holdings in Dimensional ETF Trust (DFIC) in Q2 2023. The fund held 1,135,201 shares in Q1 2023, which increased to 1,169,281 shares in Q2 2023. This growth of 3.9% indicates that Stordahl Capital Management, Inc. believes in the potential of this investment. The value of the shares also rose from $27,318,000 to $28,378,000, reflecting the positive sentiment surrounding Dimensional ETF Trust.

The remaining holdings - A Mixed Bag

Stordahl Capital Management, Inc. experienced both gains and losses in its other holdings. Some notable changes include:

- An increase in Stordahl Capital Management, Inc.'s holdings of Dimensional ETF Trust - Small Cap Core - (DFSV) from 683,973 shares to 724,035 shares, representing a growth rate of 9.1%.

- A decrease in the holdings of iShares Trust - TIPS Bond ETF (STIP) from 147,512 shares to 146,395 shares, reflecting a decline of 2.4%.

- An increase in Stordahl Capital Management, Inc.'s holdings of Dimensional ETF Trust - Emerging Markets Core Equity Portfolio (DFEM) from 553,166 shares to 574,111 shares, representing a growth rate of 5.8%.

- An increase in Stordahl Capital Management, Inc.'s holdings of Vanguard Admiral Funds Inc. - Growth ETF (VOOG) from 53,062 shares to 53,622 shares, reflecting a growth rate of 11.4%.

These changes in holdings signify Stordahl Capital Management, Inc.'s ongoing assessment of market trends and their investment strategy. It is important to note that these shifts in holdings should not be interpreted as buy or sell recommendations but rather as data that can potentially inform investment decisions.

In conclusion, Stordahl Capital Management, Inc. demonstrated a positive outlook for various holdings in Q2 2023. The changes in holdings indicate the fund's assessment of market conditions and its response to evolving investment opportunities. As with any investment, it is essential for investors to conduct their own research and analysis to make informed decisions.