Topel & Distasi Wealth Management

Topel & Distasi Wealth Management as of June 30, 2026

Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 57 positions in its portfolio as reported in the June 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 $21M 97k 217.93
Vanguard Index Fds Growth Etf (VUG) 9.7 $20M 234k 86.14
Ishares Tr Core Msci Eafe (IEFA) 7.9 $16M 170k 96.58
Ishares Tr Us Treas Bd Etf (GOVT) 7.6 $16M 688k 22.78
Ishares Tr Core S&p Scp Etf (IJR) 6.0 $12M 83k 148.31
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.9 $12M 112k 109.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.8 $9.9M 205k 48.43
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $7.8M 101k 77.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $6.3M 79k 79.97
Ishares Tr Rus 1000 Grw Etf (IWF) 2.7 $5.6M 45k 124.17
Ishares Tr Cre U S Reit Etf (USRT) 2.5 $5.2M 78k 66.45
Ishares Tr Broad Usd High (USHY) 2.4 $5.0M 136k 37.02
Vanguard Index Fds Large Cap Etf (VV) 2.1 $4.4M 13k 343.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $4.3M 60k 71.25
Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $3.7M 15k 242.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $3.5M 43k 82.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $3.5M 44k 79.03
Ishares Tr Intl Trea Bd Etf (IGOV) 1.7 $3.5M 85k 41.03
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $3.3M 25k 132.24
Spdr Series Trust St Str P500val (SPYV) 1.6 $3.3M 54k 60.79
Ishares Tr Rus 1000 Etf (IWB) 1.6 $3.2M 7.9k 409.50
Ishares Tr Esg Msci Kld Etf (DSI) 1.6 $3.2M 23k 142.39
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.9M 9.7k 303.12
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.7M 33k 80.57
Ishares Tr Core S&p Us Gwt (IUSG) 1.2 $2.6M 14k 188.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.5M 42k 59.69
Ishares Tr Esg Awre Usd Etf (SUSC) 1.1 $2.3M 97k 23.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.2M 27k 82.65
Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $1.6M 20k 82.34
Ishares Tr Esg Aware Msci (ESML) 0.7 $1.4M 26k 55.93
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.6 $1.3M 26k 51.78
Ecolab (ECL) 0.6 $1.2M 4.5k 278.61
Spdr Series Trust St Str Sp600grwo (SLYG) 0.5 $1.0M 8.6k 119.13
Ishares Tr Esg Select Scre (XJH) 0.4 $882k 17k 52.15
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.4 $875k 19k 46.72
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $820k 14k 58.98
Apple (AAPL) 0.4 $731k 2.5k 289.36
Ishares Tr Core 80 20 Etf (AOA) 0.3 $721k 7.4k 97.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $718k 9.8k 73.41
Microsoft Corporation (MSFT) 0.3 $705k 1.9k 373.01
Meta Platforms Cl A (META) 0.3 $624k 1.1k 563.29
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $614k 3.1k 197.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $523k 6.2k 83.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $504k 675.00 747.27
Amazon (AMZN) 0.2 $469k 2.0k 238.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $382k 3.5k 110.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $376k 5.5k 68.41
Ishares Esg Awr Msci Em (ESGE) 0.2 $361k 6.6k 54.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $309k 6.1k 50.23
Johnson & Johnson (JNJ) 0.1 $304k 1.2k 253.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $297k 3.1k 96.43
Ishares Tr Esg Select Scre (XVV) 0.1 $293k 5.2k 56.79
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $281k 714.00 393.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $279k 2.7k 102.81
Nextera Energy (NEE) 0.1 $275k 3.1k 87.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $236k 472.00 500.39
Ishares Tr Russell 2000 Etf (IWM) 0.1 $208k 691.00 300.49