Topel & Distasi Wealth Management

Topel & Distasi Wealth Management as of March 31, 2026

Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 10.2 $20M 101k 196.20
Vanguard Index Fds Growth Etf (VUG) 8.8 $17M 39k 436.79
Ishares Tr Core Msci Eafe (IEFA) 8.1 $16M 173k 90.53
Ishares Tr Us Treas Bd Etf (GOVT) 7.7 $15M 652k 22.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.9 $11M 105k 108.99
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $11M 88k 124.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.9 $9.5M 197k 48.05
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $7.1M 106k 67.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.1 $6.1M 76k 79.56
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $4.9M 12k 426.40
Ishares Tr Broad Usd High (USHY) 2.5 $4.8M 131k 36.84
Ishares Tr Cre U S Reit Etf (USRT) 2.5 $4.8M 81k 59.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $4.2M 66k 64.08
Vanguard Index Fds Large Cap Etf (VV) 2.0 $3.9M 13k 298.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $3.5M 43k 82.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $3.5M 44k 79.27
Ishares Tr Rus 1000 Val Etf (IWD) 1.7 $3.3M 16k 213.67
Ishares Tr Intl Trea Bd Etf (IGOV) 1.7 $3.3M 81k 41.06
Spdr Series Trust State Street Spd (SPYV) 1.6 $3.1M 54k 56.58
Ishares Tr Rus 1000 Etf (IWB) 1.5 $2.8M 8.0k 356.56
Vanguard World Esg Us Stk Etf (ESGV) 1.5 $2.8M 25k 112.27
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.8M 11k 261.92
Ishares Tr Esg Msci Kld 400 (DSI) 1.4 $2.7M 23k 121.19
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.5M 8.6k 287.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.3M 43k 54.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $2.3M 28k 82.75
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $2.1M 14k 155.11
Ishares Tr Esg Awre Usd Etf (SUSC) 1.1 $2.1M 91k 23.14
Spdr Index Shs Fds State Street Spd (SPEM) 0.9 $1.7M 35k 46.91
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $1.5M 21k 71.73
Ishares Tr Esg Aware Msci (ESML) 0.7 $1.3M 28k 47.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.2M 5.5k 217.25
Ecolab (ECL) 0.6 $1.2M 4.5k 266.02
Apple (AAPL) 0.5 $943k 3.7k 253.79
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.5 $888k 19k 48.14
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $833k 14k 59.55
Spdr Series Trust State Street Spd (SLYG) 0.4 $831k 8.6k 96.62
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.4 $830k 18k 46.31
Ishares Tr Esg Select Scre (XJH) 0.4 $806k 18k 45.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $651k 8.8k 73.64
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $644k 7.3k 88.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $573k 3.1k 184.28
Meta Platforms Cl A (META) 0.3 $552k 964.00 572.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $518k 6.9k 75.10
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $439k 675.00 650.68
Amazon (AMZN) 0.2 $398k 1.9k 208.27
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $354k 6.2k 56.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $343k 3.5k 97.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $332k 6.6k 49.95
Ishares Esg Awr Msci Em (ESGE) 0.2 $326k 7.2k 45.47
Johnson & Johnson (JNJ) 0.2 $293k 1.2k 244.44
Nextera Energy (NEE) 0.2 $291k 3.1k 92.88
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $279k 3.1k 88.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $264k 2.8k 95.62
Ishares Tr Esg Select Scre (XVV) 0.1 $258k 5.2k 49.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $226k 472.00 479.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $224k 713.00 313.90
Microsoft Corporation (MSFT) 0.1 $207k 560.00 370.15