Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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	$204,792,611

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		100,648	$19,222,766	9.39%
2.	Vanguard Index Fds - GROWTH ETF		37,974	$18,526,127	9.05%
3.	Ishares Trust	VLUE	171,004	$15,298,018	7.47%
4.	Ishares Tr - US TREAS BD ETF		639,725	$14,729,669	7.19%
5.	Ishares Trust	IEF	102,588	$11,304,172	5.52%