Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STORDAHL CAPITAL MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 57 | 399,264,587 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $76,005,353 | 158,114 | 0.02 | 0.02 | 4,606 | 3.00 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 2 | $42,996,516 | 238,247 | 0.01 | 0.01 | 5,014 | 2.15 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3 | $41,549,374 | 666,496 | 0.01 | 0.01 | 19,883 | 3.07 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $34,192,627 | 1,278,229 | 0.01 | 0.01 | 55,279 | 4.52 | 03-31-2024 |
