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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	$190,773,208

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - GROWTH ETF		40,708	$17,846,387	9.35%
2.	Vanguard Index Fds - VALUE ETF		94,583	$16,716,678	8.76%
3.	Ishares Trust	VLUE	166,719	$13,917,702	7.3%
4.	Ishares Tr - US TREAS BD ETF		559,527	$12,857,930	6.74%
5.	Ishares Trust	IEF	90,585	$9,929,022	5.2%