Topel & Distasi Wealth Management

Topel & Distasi Wealth Management as of March 31, 2025

Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.6 $18M 106k 172.74
Vanguard Index Fds Growth Etf (VUG) 7.1 $15M 41k 370.82
Ishares Tr Core Msci Eafe (IEFA) 6.4 $14M 180k 75.65
Ishares Tr Us Treas Bd Etf (GOVT) 5.9 $13M 554k 22.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.7 $10M 93k 108.69
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.4 $9.5M 194k 48.82
Ishares Tr Core S&p Scp Etf (IJR) 4.2 $9.1M 87k 104.57
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $7.9M 22k 361.09
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $7.1M 121k 58.35
Ishares Tr Broad Usd High (USHY) 3.0 $6.4M 175k 36.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.8 $6.0M 76k 78.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $5.1M 100k 50.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.3 $4.8M 133k 36.41
Ishares Tr Rus 1000 Etf (IWB) 2.3 $4.8M 16k 306.74
Ishares Tr Cre U S Reit Etf (USRT) 2.2 $4.7M 82k 57.60
Vanguard Index Fds Large Cap Etf (VV) 2.0 $4.3M 17k 257.03
Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.1M 18k 221.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $3.7M 45k 82.73
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.7 $3.6M 71k 51.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $3.4M 43k 78.94
Ishares Tr Intl Trea Bd Etf (IGOV) 1.6 $3.4M 86k 39.42
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $3.0M 16k 188.16
Ishares Tr Core S&p500 Etf (IVV) 1.3 $2.7M 4.9k 561.90
Vanguard World Esg Us Stk Etf (ESGV) 1.2 $2.7M 27k 97.95
Ishares Tr Esg Msci Kld 400 (DSI) 1.2 $2.6M 25k 102.41
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.1 $2.4M 9.4k 253.86
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.3M 8.9k 258.62
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $2.3M 18k 127.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $2.2M 27k 81.76
Ishares Tr Core Intl Aggr (IAGG) 1.0 $2.1M 43k 49.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.9M 41k 45.26
Ishares Tr Esg Awre Usd Etf (SUSC) 0.9 $1.8M 80k 23.06
Ishares Core Msci Emkt (IEMG) 0.8 $1.7M 32k 53.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $1.6M 42k 39.37
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $1.6M 20k 82.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $1.4M 57k 25.04
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.3M 23k 58.98
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $1.3M 31k 40.76
Ecolab (ECL) 0.6 $1.2M 4.9k 253.52
Ishares Tr Esg Aware Msci (ESML) 0.6 $1.2M 31k 38.41
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.1M 9.9k 111.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.0M 5.5k 186.29
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.5 $982k 28k 35.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $964k 13k 73.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $920k 3.7k 251.77
Apple (AAPL) 0.4 $898k 4.0k 222.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $877k 3.6k 244.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $866k 5.4k 160.54
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $853k 14k 59.40
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.4 $800k 17k 46.31
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $714k 8.6k 83.00
Ishares Tr Esg Select Scre (XJH) 0.3 $702k 18k 39.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $658k 7.3k 90.54
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $634k 4.8k 133.09
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $587k 5.9k 98.92
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $525k 6.9k 76.50
Meta Platforms Cl A (META) 0.2 $481k 835.00 576.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $459k 7.6k 60.66
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $443k 17k 26.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $417k 5.3k 78.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $400k 3.9k 103.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $377k 674.00 559.28
Nextera Energy (NEE) 0.2 $342k 4.8k 70.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $325k 6.5k 49.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $307k 3.8k 81.69
Ishares Esg Awr Msci Em (ESGE) 0.1 $304k 8.7k 34.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $300k 3.5k 85.07
Ishares Tr Esg Select Scre (XVV) 0.1 $289k 6.8k 42.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $276k 6.3k 43.70
Johnson & Johnson (JNJ) 0.1 $265k 1.6k 165.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $258k 485.00 532.58
Ishares Tr Cohen Steer Reit (ICF) 0.1 $213k 3.5k 61.53
Ishares Tr National Mun Etf (MUB) 0.1 $204k 1.9k 105.44