Topel & Distasi Wealth Management, LLC Reduced Holdings in Q2 2025

Topel & Distasi Wealth Management, LLC

  • $191 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.47K
- 43.2%
$320.42 - $424.58 $3.03M - $4.02M
12.4K $5.28M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-66.9K
- 38.24%
$35.3 - $37.51 $2.36M - $2.51M
108K $4.05M
VTV
Vanguard Value ETF

ETFs
-11.8K
- 11.06%
$153.67 - $176.74 $1.81M - $2.08M
94.6K $16.7M
VB
Vanguard Small Cap ETF

ETFs
-7.7K
- 41.94%
$193.73 - $237.37 $1.49M - $1.83M
10.7K $2.53M
BNDX
Vanguard Total International B

ETFs
-22.3K
- 11.49%
$48.77 - $49.55 $1.09M - $1.11M
172K $8.51M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-7.5K
- 41.32%
$113.67 - $150.4 $852K - $1.13M
10.6K $1.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
-10.6K
- 12.92%
$50.37 - $57.97 $533K - $614K
71.4K $4.04M
VV
Vanguard Large Cap ETF

ETFs
-3.96K
- 23.44%
$228.25 - $285.3 $904K - $1.13M
12.9K $3.69M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.18K
- 57.53%
$79.79 - $91.42 $334K - $382K
3.09K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.93K
- 37.6%
$72.02 - $73.82 $355K - $364K
8.19K $603K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.97K
- 6.66%
$82.21 - $83.12 $244K - $247K
41.6K $3.45M
DJP
Barclays Bank PLC

ETFs
-6.82K
- 24.51%
N/A
21K $677K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.64K
- 18.37%
$58.63 - $59.9 $155K - $158K
11.7K $700K
HYG
Ishares Tr

ETFs
-3.54K
- 4.63%
$75.75 - $80.65 $268K - $285K
72.9K $5.88M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.95K
- 2.11%
$105.23 - $109.61 $205K - $214K
90.6K $9.93M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.63K
- 5.94%
$79.56 - $82.92 $129K - $135K
25.7K $2.13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-64
- 0.98%
$49.57 - $50.27 $3.17K - $3.22K
6.45K $324K
IGOV
Ishares 1 3 International Trea

ETFs
-7.17K
- 8.35%
$39.53 - $43.1 $284K - $309K
78.7K $3.39M
IWD
Ishares Russell 1000 Val ETF

ETFs
-428
- 2.68%
$166.82 - $194.23 $71.4K - $83.1K
15.6K $3.02M
VEU
Vanguard Ftse All World Ex Us

ETFs
-519
- 6.86%
$54.19 - $67.22 $28.1K - $34.9K
7.05K $473K
AOA
Ishares Tr Core Aggressive All

ETFs
-230
- 3.35%
$69.46 - $83.4 $16K - $19.2K
6.64K $553K
VO
Vanguard Mid Cap ETF

ETFs
-328
- 3.67%
$228.54 - $279.83 $75K - $91.8K
8.62K $2.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-484
- 1.18%
$39.89 - $49.46 $19.3K - $23.9K
40.5K $2.01M
IEFA
Ishares Tr

ETFs
-13.4K
- 7.44%
$67.83 - $84.09 $908K - $1.13M
167K $13.9M
VEA
Vanguard Ftse Developed Market

ETFs
-5.39K
- 5.4%
$45.65 - $57.01 $246K - $307K
94.5K $5.39M
VUG
Vanguard Growth ETF

ETFs
-71
- 0.17%
$329.49 - $438.4 $23.4K - $31.1K
40.7K $17.8M
Activity Summary
Buys All Purchases 16 New Holdings 1 Increased Positions 15 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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