Topel & Distasi Wealth Management, LLC Purchases in Q3 2025

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
831
+ 2.04%
$433.97 - $484.08 $361K - $402K
41.5K $19.9M
VTV
Vanguard Value ETF

ETFs
4.13K
+ 4.37%
$175.51 - $186.57 $726K - $771K
98.7K $18.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.44K
+ 2.79%
$108.46 - $120.63 $264K - $294K
89.8K $10.7M
IEFA
Ishares Tr

ETFs
3.99K
+ 2.39%
$81.7 - $87.53 $326K - $349K
171K $14.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.15K
+ 4.58%
$107.66 - $112.36 $447K - $466K
94.7K $10.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20.5K
+ 3.67%
$22.64 - $23.22 $465K - $477K
580K $13.4M
MSFT
Microsoft Corp

Technology
906
New
$491.09 - $535.64 $445K - $485K
906 $469K
AMZN
Amazon Com Inc

Consumer Cyclical
1.91K
New
$211.65 - $238.24 $404K - $455K
1.91K $419K
BNDX
Vanguard Total International B

ETFs
8.03K
+ 4.67%
$49.0 - $49.51 $393K - $398K
180K $8.9M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.89K
+ 4.05%
$55.64 - $59.37 $161K - $171K
74.2K $4.36M
VV
Vanguard Large Cap ETF

ETFs
94
+ 0.73%
$285.05 - $309.14 $26.8K - $29.1K
13K $4.01M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.12K
+ 5.66%
$37.14 - $37.85 $227K - $231K
114K $4.31M
META
Meta Platforms, Inc.

Communication Services
129
+ 13.4%
$695.21 - $791.73 $89.7K - $102K
1.09K $801K
HYG
Ishares Tr

ETFs
427
+ 0.59%
$79.85 - $81.32 $34.1K - $34.7K
73.3K $5.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
33
+ 4.87%
$617.65 - $666.84 $20.4K - $22K
710 $472K
AOA
Ishares Tr Core Aggressive All

ETFs
170
+ 2.56%
$82.71 - $88.14 $14.1K - $15K
6.81K $599K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
478
+ 1.15%
$82.38 - $83.0 $39.4K - $39.7K
42.1K $3.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
131
+ 0.51%
$81.75 - $84.54 $10.7K - $11.1K
25.9K $2.18M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
24
+ 0.27%
$39.06 - $43.42 $937 - $1.04K
8.91K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
416
+ 5.08%
$72.57 - $74.72 $30.2K - $31.1K
8.61K $640K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
46
+ 0.11%
$78.96 - $80.04 $3.63K - $3.68K
43.3K $3.46M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
107
+ 0.59%
$46.88 - $47.56 $5.02K - $5.09K
18.2K $866K
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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