Topel & Distasi Wealth Management

Latest statistics and disclosures from Topel & Distasi Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 70 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.3 $15M +5% 106k 141.42
Vanguard Index Fds Growth Etf (VUG) 7.2 $13M 58k 227.28
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $7.8M 79k 99.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $7.7M +17% 183k 42.03
Ishares Tr Rus 1000 Grw Etf (IWF) 4.2 $7.6M -3% 34k 225.73
Ishares Tr Core Msci Eafe (IEFA) 4.0 $7.2M -32% 119k 60.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.0 $7.2M +7% 150k 48.18
Ishares Tr Us Treas Bd Etf (GOVT) 3.8 $7.0M -9% 308k 22.59
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.6 $6.6M -3% 63k 104.04
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $5.5M 22k 250.08
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.8 $5.1M 69k 73.89
Vanguard Index Fds Large Cap Etf (VV) 2.7 $4.9M 27k 180.43
Ishares Tr Broad Usd High (USHY) 2.7 $4.9M 141k 34.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.4 $4.3M +22% 85k 50.09

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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.2 $4.0M NEW 133k 29.77
Vanguard Index Fds Small Cp Etf (VB) 2.1 $3.8M +6% 20k 191.95
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.0 $3.6M 92k 39.36
Ishares Tr Cre U S Reit Etf (USRT) 2.0 $3.6M +14% 71k 50.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $3.5M +8% 91k 38.81
Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $3.3M 22k 154.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $3.3M 41k 81.17
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.6 $3.0M 44k 67.69
Ishares Tr Intl Trea Bd Etf (IGOV) 1.6 $2.8M -8% 73k 38.74
Ishares Tr Core S&p Us Gwt (IUSG) 1.5 $2.8M -7% 32k 85.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $2.7M -8% 36k 74.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $2.2M 48k 46.48
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $2.2M 12k 180.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $2.2M 47k 46.75
Ishares Tr Rus 1000 Etf (IWB) 1.1 $2.0M -5% 9.2k 217.84
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.9M 8.9k 210.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $1.8M 24k 76.76
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.8M 37k 49.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.7M 39k 42.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.5M 65k 23.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $1.3M +50% 22k 58.41
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $1.2M -5% 18k 68.55
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.2M 5.4k 211.79
Ishares Tr Msci Kld400 Soc (DSI) 0.6 $1.1M -3% 15k 73.95
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $1.1M 21k 52.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $975k 5.9k 165.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $967k NEW 5.1k 187.95
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $932k 21k 43.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $930k 6.7k 138.25
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $930k 7.2k 129.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $872k 10k 84.92
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.5 $859k 22k 38.44
Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $817k 37k 21.99
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $774k 4.7k 164.89
Ecolab (ECL) 0.4 $746k NEW 4.9k 152.93
Apple (AAPL) 0.4 $735k 5.0k 148.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $665k 9.3k 71.31
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $627k 6.5k 97.16
Nextera Energy (NEE) 0.3 $590k NEW 7.2k 81.66
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $569k +43% 12k 49.14
Ishares Tr Esg Aware Msci (ESML) 0.3 $537k +10% 16k 34.50
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $536k -18% 5.6k 96.18
Ishares Tr Msci Eafe Etf (EFA) 0.3 $486k 7.5k 64.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $468k -14% 6.2k 75.05
Johnson & Johnson (JNJ) 0.2 $441k NEW 2.6k 172.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $395k +29% 10k 37.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $375k 949.00 395.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $354k 7.4k 47.74
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $304k NEW 6.4k 47.69
Boston Scientific Corporation (BSX) 0.2 $296k 7.0k 42.22
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $292k 6.7k 43.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $257k 3.7k 69.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $255k -22% 3.9k 65.13
Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $237k NEW 8.0k 29.48
Ishares Tr National Mun Etf (MUB) 0.1 $231k NEW 2.2k 103.08
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $222k NEW 6.6k 33.85

Past Filings by Topel & Distasi Wealth Management

SEC 13F filings are viewable for Topel & Distasi Wealth Management going back to 2021