Stordahl Capital Management, Inc. 13F 持仓 · 2026年Q2
Stordahl Capital Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 68 只证券,申报市值合计 5.46 亿美元。前几大持仓:VOO(18.40%)、DFAS(10.92%)、VOOV(10.03%)。本季前 25 大持仓中:增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $100.4M | 18.40% | 146,244 | 减持 |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $59.6M | 10.92% | 724,321 | 增持 |
| 3 | VOOV | VANGUARD ADMIRAL FDS INC | $54.7M | 10.03% | 249,707 | 增持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $52.1M | 9.53% | 1.4M | 增持 |
| 5 | BND | VANGUARD BD INDEX FDS | $40.7M | 7.45% | 554,128 | 增持 |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $35.4M | 6.49% | 913,553 | 增持 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $23.6M | 4.32% | 579,855 | 减持 |
| 8 | STIP | ISHARES TR | $23.2M | 4.25% | 226,904 | 增持 |
| 9 | IVOG | VANGUARD ADMIRAL FDS INC | $21.4M | 3.91% | 146,074 | 增持 |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | $20.7M | 3.78% | 249,986 | 增持 |
| 11 | IVOV | VANGUARD ADMIRAL FDS INC | $20.1M | 3.68% | 176,020 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $16.2M | 2.96% | 21,670 | 减持 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $15.5M | 2.85% | 196,535 | 增持 |
| 14 | IWM | ISHARES TR | $6.5M | 1.18% | 21,530 | 减持 |
| 15 | IVW | ISHARES TR | $6.3M | 1.16% | 45,976 | 减持 |
| 16 | IVE | ISHARES TR | $4.9M | 0.89% | 21,404 | 减持 |
| 17 | IJK | ISHARES TR | $3.2M | 0.58% | 27,080 | 减持 |
| 18 | IEF | ISHARES TR | $2.9M | 0.53% | 30,535 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $2.5M | 0.46% | 6,676 | 增持 |
| 20 | IJJ | ISHARES TR | $2.5M | 0.45% | 16,610 | 减持 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 0.45% | 83,388 | 减持 |
| 22 | WPC | WP CAREY INC | $1.9M | 0.34% | 26,156 | 增持 |
| 23 | IWN | ISHARES TR | $1.8M | 0.33% | 8,150 | 减持 |
| 24 | ESML | ISHARES TR | $1.7M | 0.32% | 30,918 | 持平 |
| 25 | VTI | VANGUARD INDEX FDS | $1.7M | 0.31% | 4,531 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR