Topel & Distasi Wealth Management, LLC Reduced Holdings in Q3 2025

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.31K
- 26.82%
$620.67 - $670.08 $814K - $879K
3.58K $2.4M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.12K
- 11.96%
$280.68 - $303.97 $314K - $340K
8.25K $2.49M
NEE
Nextera Energy Inc

Utilities
-1.7K
- 35.13%
$69.77 - $77.54 $118K - $132K
3.13K $236K
IGOV
Ishares 1 3 International Trea

ETFs
-757
- 0.96%
$41.44 - $43.19 $31.4K - $32.7K
78K $3.32M
DJP
Barclays Bank PLC

ETFs
-951
- 4.53%
N/A
20K $647K
JNJ
Johnson & Johnson

Healthcare
-397
- 24.89%
$155.17 - $185.42 $61.6K - $73.6K
1.2K $222K
VGIT
Vanguard Intermediate Term Tre

ETFs
-164
- 1.4%
$58.97 - $60.36 $9.67K - $9.9K
11.6K $693K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-571
- 8.45%
$47.64 - $51.71 $27.2K - $29.5K
6.19K $318K
VNQ
Vanguard Specialized Funds Van

ETFs
-120
- 3.89%
$88.47 - $93.24 $10.6K - $11.2K
2.97K $271K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-30
- 0.47%
$49.78 - $50.75 $1.49K - $1.52K
6.42K $324K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-12
- 0.32%
$87.05 - $93.19 $1.04K - $1.12K
3.75K $348K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-318
- 0.38%
$22.89 - $23.7 $7.28K - $7.54K
83.6K $1.97M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-74
- 0.39%
$41.58 - $44.7 $3.08K - $3.31K
19K $835K
VO
Vanguard Mid Cap ETF

ETFs
-191
- 2.22%
$279.83 - $293.74 $53.4K - $56.1K
8.43K $2.47M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-116
- 0.49%
$64.58 - $69.94 $7.49K - $8.11K
23.6K $1.64M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-242
- 0.73%
$41.34 - $45.65 $10K - $11K
33.1K $1.49M
VB
Vanguard Small Cap ETF

ETFs
-233
- 2.18%
$237.58 - $259.17 $55.4K - $60.4K
10.4K $2.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
-41
- 0.26%
$192.76 - $203.86 $7.9K - $8.36K
15.5K $3.16M
VEA
Vanguard Ftse Developed Market

ETFs
-1.71K
- 1.81%
$56.02 - $60.3 $95.9K - $103K
92.8K $5.56M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-419
- 1.62%
$115.96 - $125.95 $48.6K - $52.8K
25.4K $3.21M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-158
- 0.56%
$109.47 - $119.06 $17.3K - $18.8K
27.9K $3.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.7K
- 1.55%
$62.09 - $66.51 $106K - $113K
108K $7.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-231
- 1.46%
$339.37 - $366.46 $78.4K - $84.7K
15.6K $5.69M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-279
- 2.24%
$420.11 - $472.68 $117K - $132K
12.2K $5.7M
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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