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Home > Institutional Investor > Topel & Distasi Wealth Management, Llc > Profile

Instuitional Investor - Topel & Distasi Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Topel & Distasi Wealth Management, Llc
Portfolio Value	$202,631,342

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - GROWTH ETF		41,539	$19,922,649	9.83%
2.	Vanguard Index Fds - VALUE ETF		98,717	$18,409,710	9.09%
3.	Ishares Trust	VLUE	170,709	$14,904,603	7.36%
4.	Ishares Tr - US TREAS BD ETF		580,067	$13,411,149	6.62%
5.	Ishares Trust	IEF	89,788	$10,669,508	5.27%