Topel & Distasi Wealth Management, LLC Portfolio Holdings by Sector

Topel & Distasi Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG IEFA GOVT LQD BNDX IJR IWF 66 stocks	$210,309 98.25% of portfolio	18	43	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$1,236 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$898 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$481 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$342 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$275 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$264 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$258 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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