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 VUG VTV IEFA GOVT LQD IJR BNDX IJH 53 stocks	$186,731 97.91% of portfolio	14	27	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$1,314 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$829 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$710 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$335 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$311 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$243 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$235 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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