Topel & Distasi Wealth Management, LLC Reduced Holdings in Q3 2024

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-35.9K
- 42.08%
$41.9 - $48.26 $1.5M - $1.73M
49.4K $2.37M
VV
Vanguard Large Cap ETF

ETFs
-1.92K
- 9.63%
$236.92 - $263.4 $454K - $504K
18K $4.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.38K
- 4.66%
$332.02 - $382.76 $457K - $527K
28.2K $10.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
-5.2K
- 14.65%
$76.07 - $83.33 $396K - $434K
30.3K $2.53M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.08K
- 26.78%
$82.97 - $98.97 $255K - $305K
8.41K $819K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.02K
- 13.38%
$48.06 - $49.39 $48.9K - $50.2K
6.58K $324K
SPY
Spdr S&P 500 ETF Trust

ETFs
-109
- 13.52%
$517.38 - $573.86 $56.4K - $62.6K
697 $399K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-735
- 13.06%
$49.07 - $50.44 $36.1K - $37.1K
4.89K $246K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-736
- 10.27%
$132.06 - $150.96 $97.2K - $111K
6.43K $945K
META
Meta Platforms, Inc.

Communication Services
-94
- 10.11%
$453.41 - $572.44 $42.6K - $53.8K
836 $478K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-16
- 0.43%
$75.63 - $84.89 $1.21K - $1.36K
3.73K $313K
ICF
Ishares Tr

ETFs
-123
- 3.45%
$56.77 - $67.33 $6.98K - $8.28K
3.44K $226K
TIP
Ishares Tr Tips Bd ETF

ETFs
-81
- 0.7%
$105.92 - $110.83 $8.58K - $8.98K
11.5K $1.27M
VOE
Vanguard Mid Cap Value Index F

ETFs
-363
- 5.31%
$149.02 - $167.67 $54.1K - $60.9K
6.47K $1.08M
IGOV
Ishares 1 3 International Trea

ETFs
-1.67K
- 1.97%
$38.52 - $42.09 $64.3K - $70.2K
83.1K $3.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
-706
- 3.2%
$173.36 - $189.8 $122K - $134K
21.4K $4.05M
VB
Vanguard Small Cap ETF

ETFs
-563
- 2.93%
$214.77 - $237.72 $121K - $134K
18.6K $4.42M
VO
Vanguard Mid Cap ETF

ETFs
-51
- 0.44%
$237.84 - $263.83 $12.1K - $13.5K
11.5K $3.05M
VEA
Vanguard Ftse Developed Market

ETFs
-3.57K
- 2.53%
$47.6 - $53.31 $170K - $190K
137K $7.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-42
- 0.23%
$283.28 - $314.39 $11.9K - $13.2K
18.5K $5.83M
VUG
Vanguard Growth ETF

ETFs
-66
- 0.16%
$341.08 - $391.94 $22.5K - $25.9K
40.6K $15.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.52K
- 5.31%
$53.07 - $62.66 $240K - $283K
80.7K $4.97M
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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