Topel & Distasi Wealth Management, LLC Reduced Holdings in Q1 2025

Topel & Distasi Wealth Management, LLC

  • $214 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-144K
- 71.53%
$24.91 - $29.02 $3.58M - $4.17M
57.2K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.62K
- 10.69%
$360.07 - $417.26 $944K - $1.09M
21.9K $7.91M
VEA
Vanguard Ftse Developed Market

ETFs
-37.3K
- 27.17%
$47.4 - $52.99 $1.77M - $1.97M
99.9K $5.08M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-20.4K
- 22.27%
$49.78 - $53.19 $1.02M - $1.09M
71.3K $3.64M
VONV
Vanguard Russell 1000 Value Et

ETFs
-10.7K
- 35.32%
$80.21 - $86.14 $859K - $922K
19.6K $1.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.77K
- 10.08%
$302.31 - $337.54 $534K - $597K
15.8K $4.84M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.33K
- 19.9%
$250.16 - $278.79 $582K - $649K
9.37K $2.38M
EEM
Ishares Msci Emerging Markets

ETFs
-16.8K
- 72.66%
$40.81 - $45.34 $685K - $761K
6.31K $275K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-15.7K
- 8.24%
$36.63 - $37.45 $576K - $588K
175K $6.44M
VO
Vanguard Mid Cap ETF

ETFs
-1.86K
- 17.19%
$251.87 - $277.95 $467K - $516K
8.94K $2.31M
IEFA
Ishares Tr

ETFs
-20.8K
- 10.34%
$69.57 - $78.65 $1.44M - $1.63M
180K $13.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-74
- 0.06%
$57.21 - $65.8 $4.23K - $4.87K
121K $7.08M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.5K
- 17.46%
$40.03 - $46.81 $260K - $304K
30.7K $1.25M
VB
Vanguard Small Cap ETF

ETFs
-260
- 1.4%
$217.89 - $252.64 $56.7K - $65.7K
18.4K $4.07M
BNDX
Vanguard Total International B

ETFs
-6.75K
- 3.36%
$48.33 - $49.5 $326K - $334K
194K $9.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-409
- 7.72%
$554.06 - $615.85 $227K - $252K
4.89K $2.75M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.95K
- 5.07%
$105.1 - $109.61 $520K - $542K
92.5K $10.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-6.94K
- 14.04%
$49.42 - $50.43 $343K - $350K
42.5K $2.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
-783
- 17.65%
$247.97 - $296.33 $194K - $232K
3.65K $919K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.08K
- 23.18%
$237.72 - $276.98 $257K - $300K
3.59K $877K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.04K
- 16.38%
$42.5 - $46.71 $342K - $376K
41K $1.86M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.67K
- 25.9%
$131.51 - $149.24 $219K - $248K
4.76K $633K
AAPL
Apple Inc.

Technology
-630
- 13.48%
$209.68 - $247.1 $132K - $156K
4.04K $898K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.59K
- 40.15%
$100.59 - $103.47 $261K - $268K
3.86K $399K
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.57K
- 24.15%
$57.44 - $59.4 $263K - $272K
14.4K $852K
DJP
Barclays Bank PLC

ETFs
-7.27K
- 20.72%
N/A
27.8K $898K
VBR
Vanguard Small Cap Value ETF

ETFs
-643
- 10.46%
$183.02 - $207.75 $118K - $134K
5.51K $1.03M
HYG
Ishares Tr

ETFs
-2.64K
- 3.33%
$78.51 - $80.11 $207K - $211K
76.4K $6.03M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.07K
- 16.59%
$156.61 - $168.02 $168K - $180K
5.39K $865K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.61K
- 13.96%
$106.22 - $111.09 $171K - $179K
9.93K $1.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.17K
- 16.49%
$95.85 - $99.25 $112K - $116K
5.93K $586K
IEMG
Ishares Inc

ETFs
-1.79K
- 5.3%
N/A
32K $1.71M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.15K
- 13.61%
$85.55 - $94.34 $98K - $108K
7.27K $658K
META
Meta Platforms, Inc.

Communication Services
-123
- 12.84%
$576.36 - $736.67 $70.9K - $90.6K
835 $481K
NEE
Nextera Energy Inc

Utilities
-815
- 14.44%
$66.96 - $76.16 $54.6K - $62.1K
4.83K $342K
VTV
Vanguard Value ETF

ETFs
-2.44K
- 2.24%
$167.73 - $179.21 $409K - $437K
106K $18.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-790
- 5.68%
$71.17 - $73.66 $56.2K - $58.2K
13.1K $963K
MUB
Ishares National Muni Bond ETF

ETFs
-306
- 13.65%
$104.71 - $107.69 $32K - $33K
1.94K $204K
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 3.85%
$551.42 - $612.93 $14.9K - $16.5K
674 $377K
IWR
Ishares Russell Mid Cap ETF

ETFs
-10
- 0.28%
$82.81 - $92.93 $828 - $929
3.52K $299K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-552
- 1.22%
$81.83 - $82.73 $45.2K - $45.7K
44.6K $3.69M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.25K
- 2.9%
$37.07 - $40.63 $46.2K - $50.6K
41.7K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
-274
- 1.69%
$182.82 - $196.21 $50.1K - $53.8K
16K $3.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-488
- 1.12%
$77.7 - $78.94 $37.9K - $38.5K
43.3K $3.42M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-20
- 0.31%
$48.43 - $49.9 $969 - $998
6.51K $324K
VEU
Vanguard Ftse All World Ex Us

ETFs
-239
- 3.06%
$56.51 - $62.98 $13.5K - $15.1K
7.57K $458K
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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