Topel & Distasi Wealth Management, LLC Incresed Positions in Q3 2024

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
133
+ 0.12%
$159.75 - $174.57 $21.2K - $23.2K
108K $18.8M
IEFA
Ishares Tr

ETFs
3.82K
+ 1.99%
$70.09 - $78.74 $268K - $301K
196K $15.3M
EEM
Ishares Msci Emerging Markets

ETFs
23.2K
+ 363.66%
$40.42 - $46.7 $938K - $1.08M
29.6K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.3K
+ 1.48%
$105.53 - $118.34 $137K - $154K
88.9K $10.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.58K
+ 3.94%
$57.32 - $62.65 $262K - $287K
121K $7.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
666
+ 0.71%
$106.11 - $113.72 $70.7K - $75.7K
94.5K $10.7M
IEMG
Ishares Inc

ETFs
11.2K
+ 49.67%
$53.64 - $53.64 $602K - $602K
33.8K $1.81M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4K
+ 0.78%
$22.38 - $23.66 $89.5K - $94.6K
516K $12.1M
BNDX
Vanguard Total International B

ETFs
2.25K
+ 1.16%
$48.42 - $50.35 $109K - $113K
196K $9.88M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.02K
+ 2.18%
$36.06 - $37.66 $145K - $151K
188K $7.09M
HYG
Ishares Tr

ETFs
820
+ 1.05%
$76.72 - $80.36 $62.9K - $65.9K
79.1K $6.35M
AAPL
Apple Inc.

Technology
655
+ 16.3%
$207.23 - $234.82 $136K - $154K
4.67K $1.09M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
565
+ 2.32%
$91.37 - $101.65 $51.6K - $57.4K
24.9K $2.53M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.07K
+ 8.7%
$38.03 - $42.06 $78.8K - $87.1K
25.9K $1.08M
DSI
Ishares Msci Kld 400 Social Et

ETFs
571
+ 2.86%
$97.81 - $108.79 $55.8K - $62.1K
20.5K $2.23M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.41K
+ 19.34%
$38.71 - $42.43 $93.4K - $102K
14.9K $629K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
533
+ 1.27%
$76.94 - $79.54 $41K - $42.4K
42.6K $3.38M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
904
+ 4.99%
$55.06 - $62.25 $49.8K - $56.3K
19K $1.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
396
+ 1.56%
$79.29 - $84.02 $31.4K - $33.3K
25.8K $2.16M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
753
+ 1.72%
$81.31 - $83.29 $61.2K - $62.7K
44.6K $3.71M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.02K
+ 3.04%
$22.51 - $23.92 $45.4K - $48.3K
68.5K $1.63M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
140
+ 0.28%
$49.77 - $51.95 $6.97K - $7.27K
49.4K $2.56M
VGIT
Vanguard Intermediate Term Tre

ETFs
893
+ 4.83%
$57.8 - $60.8 $51.6K - $54.3K
19.4K $1.17M
AOA
Ishares Tr Core Aggressive All

ETFs
853
+ 22.27%
$72.11 - $79.05 $61.5K - $67.4K
4.68K $369K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
666
+ 4.95%
$44.93 - $47.34 $29.9K - $31.5K
14.1K $668K
BND
Vanguard Bd Index Fd Inc Total

ETFs
215
+ 1.67%
$71.45 - $75.64 $15.4K - $16.3K
13.1K $980K
VEU
Vanguard Ftse All World Ex Us

ETFs
90
+ 1.17%
$56.47 - $63.69 $5.08K - $5.73K
7.75K $488K
IWR
Ishares Russell Mid Cap ETF

ETFs
41
+ 0.87%
$79.92 - $88.19 $3.28K - $3.62K
4.78K $420K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27
+ 0.38%
$96.25 - $101.98 $2.6K - $2.75K
7.1K $719K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
84
+ 1.25%
$32.04 - $37.11 $2.69K - $3.12K
6.78K $246K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.11%
$256.4 - $289.78 $256 - $290
920 $261K
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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