Topel & Distasi Wealth Management

Topel & Distasi Wealth Management as of June 30, 2025

Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 60 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.4 $18M 41k 438.40
Vanguard Index Fds Value Etf (VTV) 8.8 $17M 95k 176.74
Ishares Tr Core Msci Eafe (IEFA) 7.3 $14M 167k 83.48
Ishares Tr Us Treas Bd Etf (GOVT) 6.7 $13M 560k 22.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.2 $9.9M 91k 109.61
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $9.5M 87k 109.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $8.5M 172k 49.51
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $6.8M 110k 62.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.1 $5.9M 73k 80.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $5.4M 95k 57.01
Ishares Tr Rus 1000 Etf (IWB) 2.8 $5.4M 16k 339.57
Ishares Tr Rus 1000 Grw Etf (IWF) 2.8 $5.3M 12k 424.58
Ishares Tr Broad Usd High (USHY) 2.1 $4.1M 108k 37.51
Ishares Tr Cre U S Reit Etf (USRT) 2.1 $4.0M 71k 56.56
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.0 $3.7M 71k 52.34
Vanguard Index Fds Large Cap Etf (VV) 1.9 $3.7M 13k 285.30
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $3.4M 42k 82.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $3.4M 43k 79.50
Ishares Tr Intl Trea Bd Etf (IGOV) 1.8 $3.4M 79k 43.10
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $3.1M 28k 109.64
Ishares Tr Core S&p500 Etf (IVV) 1.6 $3.0M 4.9k 620.90
Ishares Tr Rus 1000 Val Etf (IWD) 1.6 $3.0M 16k 194.23
Ishares Tr Esg Msci Kld 400 (DSI) 1.6 $3.0M 26k 116.16
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $2.6M 9.4k 280.86
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.5M 11k 236.98
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.4M 8.6k 279.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.1M 26k 82.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.0M 41k 49.46
Ishares Tr Esg Awre Usd Etf (SUSC) 1.0 $2.0M 84k 23.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $1.8M 42k 42.74
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $1.6M 11k 150.40
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $1.6M 24k 65.50
Ishares Tr Esg Aware Msci (ESML) 0.7 $1.4M 33k 41.33
Ecolab (ECL) 0.7 $1.3M 4.9k 269.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 5.5k 195.01
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $887k 5.4k 164.46
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.5 $862k 18k 47.50
Apple (AAPL) 0.4 $830k 4.0k 205.17
Ishares Tr Esg Select Scre (XJH) 0.4 $793k 19k 41.50
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.4 $764k 8.6k 88.75
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.4 $713k 21k 33.98
Meta Platforms Cl A (META) 0.4 $711k 963.00 738.09
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $701k 12k 59.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $603k 8.2k 73.63
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $554k 6.6k 83.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $474k 7.0k 67.22
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $439k 17k 26.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $418k 677.00 617.85
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $397k 3.9k 102.91
Ishares Esg Awr Msci Em (ESGE) 0.2 $348k 8.9k 39.17
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $335k 3.8k 89.22
Nextera Energy (NEE) 0.2 $335k 4.8k 69.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $324k 6.4k 50.27
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $324k 3.5k 91.97
Ishares Tr Esg Select Scre (XVV) 0.2 $322k 6.8k 47.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $312k 6.5k 48.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $275k 3.1k 89.06
Johnson & Johnson (JNJ) 0.1 $244k 1.6k 152.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $236k 485.00 485.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $216k 756.00 285.95