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Berkshire Hathaway shares owned by Topel & Distasi Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Topel & Distasi Wealth Management from 13F filings

Historical chart of Topel & Distasi Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Topel & Distasi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 485 460.26

More positions owned by Topel & Distasi Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Topel & Distasi Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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Morgan Stanley
Bill & Melinda Gates Foundation Trust
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Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway