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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	$207,280,298

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		96,813	$21,098,531	10.18%
2.	Vanguard Index Fds - GROWTH ETF		233,543	$20,117,432	9.71%
3.	Ishares Trust	HYG	170,320	$16,449,506	7.94%
4.	Ishares Tr - US TREAS BD ETF		687,708	$15,665,988	7.56%
5.	Ishares Trust	IEF	83,428	$12,373,207	5.97%