Topel & Distasi Wealth Management, LLC Top Holdings and 13F Report (2025) About Topel & Distasi Wealth Management, LLCInvestment ActivityTopel & Distasi Wealth Management, LLC has $233.50 million in total holdings as of December 31, 2024.Topel & Distasi Wealth Management, LLC owns shares of 78 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Topel & Distasi Wealth Management, LLC has purchased 78 new stocks and bought additional shares in 21 stocks.Topel & Distasi Wealth Management, LLC sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Value ETF $18,416,740Vanguard Growth ETF $16,284,617iShares Core MSCI EAFE ETF $14,117,636iShares U.S. Treasury Bond ETF $12,366,181iShares iBoxx $ Investment Grade Corporate Bond ETF $10,414,550 Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 150,765 shares (about $4.20M)iShares U.S. Treasury Bond ETF 21,872 shares (about $502.62K)iShares iBoxx $ Investment Grade Corporate Bond ETF 2,998 shares (about $320.31K)iShares Core MSCI EAFE ETF 4,505 shares (about $316.61K)Vanguard Total International Bond ETF 4,499 shares (about $220.68K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 3,653 shares (about $1.47M)iShares Russell 1000 Value ETF 5,102 shares (about $944.53K)Vanguard Growth ETF 879 shares (about $360.78K)iShares Russell 1000 ETF 1,001 shares (about $322.48K)iShares Core S&P Small-Cap ETF 2,693 shares (about $310.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTopel & Distasi Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$18,416,740$162,189 ▲0.9%108,7827.9%ETFVUGVanguard Growth ETF$16,284,617$360,777 ▼-2.2%39,6767.0%ETFIEFAiShares Core MSCI EAFE ETF$14,117,636$316,611 ▲2.3%200,8776.0%ETFGOVTiShares U.S. Treasury Bond ETF$12,366,181$502,619 ▲4.2%538,1285.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,414,550$320,306 ▲3.2%97,4784.5%FinanceIJRiShares Core S&P Small-Cap ETF$9,934,038$310,287 ▼-3.0%86,2184.3%ETFBNDXVanguard Total International Bond ETF$9,858,363$220,676 ▲2.3%200,9864.2%ETFIWFiShares Russell 1000 Growth ETF$9,851,561$1,466,972 ▼-13.0%24,5324.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,562,876$47,605 ▲0.6%121,3753.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$7,013,167$80,791 ▲1.2%190,6273.0%ETFVEAVanguard FTSE Developed Markets ETF$6,556,744$5,499 ▼-0.1%137,1132.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,219,406$3,461 ▼-0.1%79,0772.7%ETFIWBiShares Russell 1000 ETF$5,651,331$322,482 ▼-5.4%17,5422.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,602,427$4,201,820 ▲300.0%201,0202.4%ETFVVVanguard Large-Cap ETF$4,849,206$4,855 ▲0.1%17,9802.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,689,3330.0%91,6962.0%ETFUSRTiShares Core U.S. REIT ETF$4,663,487$37,309 ▲0.8%81,3732.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,541,6790.0%133,0701.9%ETFVBVanguard Small-Cap ETF$4,476,416$2,643 ▼-0.1%18,6301.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,701,151$44,187 ▲1.2%45,1471.6%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,413,172$92,208 ▲2.8%43,7531.5%ETFIVViShares Core S&P 500 ETF$3,120,004$194,264 ▼-5.9%5,3001.3%ETFVONEVanguard Russell 1000$3,119,024$190,705 ▼-5.8%11,6941.3%ETFIGOViShares International Treasury Bond ETF$3,080,516$113,185 ▼-3.5%80,1801.3%ETFIWDiShares Russell 1000 Value ETF$3,009,658$944,533 ▼-23.9%16,2571.3%ETFVOVanguard Mid-Cap ETF$2,852,604$196,513 ▼-6.4%10,8001.2%ETFESGVVanguard ESG US Stock ETF$2,587,112$23,705 ▼-0.9%24,6651.1%ETFIAGGiShares Core International Aggregate Bond ETF$2,467,0460.0%49,4201.1%ETFVONVVanguard Russell 1000 Value$2,463,3380.0%30,3181.1%ETFDSIiShares MSCI KLD 400 Social ETF$2,244,690$17,089 ▼-0.8%20,3601.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,160,999$15,987 ▼-0.7%49,0690.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,049,133$18,863 ▼-0.9%25,5280.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,761,851$4,125 ▼-0.2%33,7390.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,672,506$276,752 ▼-14.2%37,2330.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,646,6490.0%42,9150.7%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,551,231$4,112 ▼-0.3%68,2760.7%ManufacturingVBKVanguard Small-Cap Growth ETF$1,242,626$282,020 ▼-18.5%4,4370.5%ETFTIPiShares TIPS Bond ETF$1,229,1610.0%11,5360.5%ETFVBRVanguard Small-Cap Value ETF$1,218,4110.0%6,1480.5%ETFVOTVanguard Mid-Cap Growth ETF$1,184,2510.0%4,6670.5%ETFAAPLApple$1,170,2130.0%4,6730.5%Computer and TechnologyECLEcolab$1,143,0130.0%4,8780.5%Basic MaterialsDJPiPath Bloomberg Commodity Index Total Return ETN$1,125,4280.0%35,0710.5%FinanceVSGXVanguard ESG International Stock ETF$1,104,913$25,685 ▲2.4%19,4870.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,097,882$26,564 ▼-2.4%18,9290.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,078,162$9,798 ▼-0.9%25,6400.5%ETFVOEVanguard Mid-Cap Value ETF$1,046,1670.0%6,4670.4%ETFBNDVanguard Total Bond Market ETF$1,000,556$61,699 ▲6.6%13,9140.4%ETFCMFiShares California Muni Bond ETF$973,3590.0%16,9930.4%ETFEEMiShares MSCI Emerging Markets ETF$965,457$272,039 ▼-22.0%23,0860.4%FinanceVTWVVanguard Russell 2000 Value ETF$929,5530.0%6,4280.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$777,2810.0%8,6030.3%ETFVNQVanguard Real Estate ETF$749,5190.0%8,4140.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$688,0870.0%7,1010.3%FinanceHYXFiShares ESG Advanced High Yield Corporate Bond ETF$661,420$8,823 ▲1.4%14,3180.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$649,1720.0%6,4530.3%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$620,093$2,803 ▼-0.4%14,8220.3%ETFMETAMeta Platforms$560,919$71,432 ▲14.6%9580.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$530,7070.0%7,0190.2%FinanceAOAiShares Core Aggressive Allocation ETF$461,422$102,657 ▲28.6%6,0230.2%ETFVEUVanguard FTSE All-World ex-US ETF$448,028$2,871 ▲0.6%7,8040.2%ETFSCHPSchwab U.S. TIPS ETF$425,317$212,659 ▲100.0%16,4660.2%ETFBSVVanguard Short-Term Bond ETF$412,0040.0%5,3320.2%ETFSPYSPDR S&P 500 ETF Trust$410,637$2,343 ▲0.6%7010.2%FinanceNEENextEra Energy$404,5470.0%5,6430.2%UtilitiesVTIPVanguard Short-Term Inflation-Protected Securities ETF$316,183$2,566 ▼-0.8%6,5300.1%ManufacturingIWRiShares Russell Mid-Cap ETF$312,229$109,970 ▼-26.0%3,5320.1%ETFXVViShares ESG Screened S&P 500 ETF$305,136$9,649 ▼-3.1%6,7360.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$286,210$2,589 ▲0.9%3,7590.1%ManufacturingSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$243,4280.0%4,8940.1%ManufacturingMUBiShares National Muni Bond ETF$238,7790.0%2,2410.1%ETFJNJJohnson & Johnson$230,6690.0%1,5950.1%MedicalESGEiShares ESG Aware MSCI EM ETF$225,015$1,402 ▼-0.6%6,7390.1%ManufacturingBRK.BBerkshire Hathaway$219,8410.0%4850.1%FinanceIWOiShares Russell 2000 Growth ETF$217,467$47,175 ▼-17.8%7560.1%ETFROSTRoss Stores$211,6270.0%1,3990.1%Retail/WholesaleICFiShares Cohen & Steers REIT ETF$207,3550.0%3,4410.1%ETFIXUSiShares Core MSCI Total International Stock ETF$207,2830.0%3,1340.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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