The Analysis of Topel & Distasi Wealth Management, LLC's Holdings
Currently, Topel & Distasi Wealth Management, LLC holds 61 types of securities in its portfolio with a total value $204.8M. In the most recent quarter, they have increased their positions in GOVT (+59.7K shares, valued at $1.4M), LQD (+7.9K shares, valued at $865.2K), BNDX (+12.0K shares, valued at $578.1K); decreased their positions in VUG (-3.6K shares, valued at $1.7M), IVV (-1.5K shares, valued at $1.0M), IWF (-873 shares, valued at $413.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS100.6K shares1.96%2025-12-312026-02-09
VUG VANGUARD INDEX FDS38.0K shares-8.58%2025-12-312026-02-09 IEFA ISHARES TR171.0K shares0.17%2025-12-312026-02-09 GOVT ISHARES TR639.7K shares10.28%2025-12-312026-02-09 LQD ISHARES TR102.6K shares8.29%2025-12-312026-02-09 IJR ISHARES TR90.1K shares0.40%2025-12-312026-02-09 BNDX VANGUARD CHARLOTTE FDS191.9K shares6.65%2025-12-312026-02-09 IJH ISHARES TR109.7K shares1.34%2025-12-312026-02-09 HYG ISHARES TR76.4K shares4.15%2025-12-312026-02-09 IWB ISHARES TR15.4K shares-1.43%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS90.6K shares-2.31%2025-12-312026-02-09 IWF ISHARES TR11.3K shares-7.18%2025-12-312026-02-09 USHY ISHARES TR126.6K shares10.88%2025-12-312026-02-09 USRT ISHARES TR79.6K shares7.20%2025-12-312026-02-09 SPYV SPDR SERIES TRUST71.3K shares0.00%2025-12-312026-02-09 VV VANGUARD INDEX FDS12.4K shares-4.71%2025-12-312026-02-09 SHY ISHARES TR43.2K shares2.53%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS44.3K shares2.13%2025-12-312026-02-09 IGOV ISHARES TR80.2K shares2.84%2025-12-312026-02-09 IWD ISHARES TR15.6K shares0.61%2025-12-312026-02-09 ESGV VANGUARD WORLD FD26.7K shares-4.31%2025-12-312026-02-09 DSI ISHARES TR24.4K shares-4.26%2025-12-312026-02-09 VB VANGUARD INDEX FDS10.4K shares0.12%2025-12-312026-02-09 VONE VANGUARD SCOTTSDALE FDS8.2K shares0.00%2025-12-312026-02-09 VO VANGUARD INDEX FDS8.5K shares1.01%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F42.0K shares-2.18%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS26.7K shares3.32%2025-12-312026-02-09 SUSC ISHARES TR89.4K shares6.86%2025-12-312026-02-09 SPEM SPDR INDEX SHS FDS40.0K shares-4.05%2025-12-312026-02-09 IUSG ISHARES TR10.6K shares0.00%2025-12-312026-02-09 VSGX VANGUARD WORLD FD23.3K shares-1.22%2025-12-312026-02-09 ESML ISHARES TR32.3K shares-2.49%2025-12-312026-02-09 IVV ISHARES TR2.1K shares-41.49%2025-12-312026-02-09 ECL ECOLAB INC4.9K shares0.00%2025-12-312026-02-09 VBR VANGUARD INDEX FDS5.5K shares0.00%2025-12-312026-02-09 AAPL APPLE INC4.0K shares0.00%2025-12-312026-02-09 HYXF ISHARES TR19.5K shares6.94%2025-12-312026-02-09 XJH ISHARES TR19.3K shares1.50%2025-12-312026-02-09 SLYG SPDR SERIES TRUST8.6K shares0.00%2025-12-312026-02-09 VGIT VANGUARD SCOTTSDALE FDS12.1K shares5.10%2025-12-312026-02-09 DJP BARCLAYS BANK PLC18.5K shares-7.90%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS9.0K shares4.88%2025-12-312026-02-09 AOA ISHARES TR7.2K shares5.88%2025-12-312026-02-09 META META PLATFORMS INC850 shares-22.16%2025-12-312026-02-09 VOE VANGUARD INDEX FDS3.1K shares-42.40%2025-12-312026-02-09 VEU VANGUARD INTL EQUITY INDEX F7.0K shares-1.32%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR687 shares-3.24%2025-12-312026-02-09 AMZN AMAZON COM INC1.9K shares0.00%2025-12-312026-02-09 MSFT MICROSOFT CORP906 shares0.00%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR16.5K shares0.00%2025-12-312026-02-09 ESGE ISHARES INC8.6K shares-3.88%2025-12-312026-02-09 ESGD ISHARES TR3.7K shares-0.13%2025-12-312026-02-09 IWR ISHARES TR3.5K shares0.71%2025-12-312026-02-09 EEM ISHARES TR6.2K shares-3.60%2025-12-312026-02-09 VTIP VANGUARD MALVERN FDS6.7K shares4.68%2025-12-312026-02-09 XVV ISHARES TR6.2K shares-0.27%2025-12-312026-02-09 VNQ VANGUARD INDEX FDS3.0K shares1.79%2025-12-312026-02-09 NEE NEXTERA ENERGY INC3.1K shares0.00%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-02-09 IWO ISHARES TR713 shares-0.42%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available