Topel & Distasi Wealth Management, LLC Top Holdings and 13F Report (2024) → 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad) About Topel & Distasi Wealth Management, LLCInvestment ActivityTopel & Distasi Wealth Management, LLC has $226.14 million in total holdings as of March 31, 2024.Topel & Distasi Wealth Management, LLC owns shares of 75 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.56% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Topel & Distasi Wealth Management, LLC has purchased 72 new stocks and bought additional shares in 31 stocks.Topel & Distasi Wealth Management, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $17,470,481iShares Core MSCI EAFE ETF $14,141,211Vanguard Growth ETF $13,869,883iShares U.S. Treasury Bond ETF $11,589,475iShares Russell 1000 Growth ETF $10,206,885 Largest New Holdings this Quarter iShares Core MSCI Emerging Markets ETF $1,165,902 HoldingMeta Platforms $377,296 HoldingiShares ESG Aware MSCI EM ETF $216,618 HoldingRoss Stores $205,317 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 92,097 shares (about $5.59M)iShares U.S. Treasury Bond ETF 106,545 shares (about $2.43M)iShares iBoxx $ Investment Grade Corporate Bond ETF 15,070 shares (about $1.64M)iShares Core MSCI Emerging Markets ETF 22,595 shares (about $1.17M)Vanguard Total International Bond ETF 22,216 shares (about $1.09M) Largest Sales this Quarter Vanguard Growth ETF 6,675 shares (about $2.30M)Vanguard Large-Cap ETF 4,437 shares (about $1.06M)Vanguard Russell 1000 Value 6,983 shares (about $549.14K)iShares MSCI Emerging Markets ETF 12,365 shares (about $507.95K)iShares Russell 1000 Growth ETF 1,226 shares (about $413.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTopel & Distasi Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$17,470,481$20,358 ▼-0.1%107,2737.7%ETFIEFAiShares Core MSCI EAFE ETF$14,141,211$339,111 ▲2.5%190,5316.3%ETFVUGVanguard Growth ETF$13,869,883$2,297,535 ▼-14.2%40,2966.1%ETFGOVTiShares U.S. Treasury Bond ETF$11,589,475$2,426,030 ▲26.5%508,9805.1%ETFIWFiShares Russell 1000 Growth ETF$10,206,885$413,223 ▼-3.9%30,2834.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,139,581$1,641,424 ▲19.3%93,0924.5%FinanceIJRiShares Core S&P Small-Cap ETF$9,588,494$188,768 ▲2.0%86,7584.2%ETFBNDXVanguard Total International Bond ETF$9,480,389$1,092,805 ▲13.0%192,7304.2%ETFVEAVanguard FTSE Developed Markets ETF$7,104,524$327,660 ▼-4.4%141,6093.1%ETFIJHiShares Core S&P Mid-Cap ETF$6,990,870$5,593,972 ▲400.5%115,0953.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$6,675,114$996,931 ▲17.6%182,4303.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,104,059$212,047 ▲3.6%78,5292.7%ETFIWBiShares Russell 1000 ETF$5,271,525$56,454 ▼-1.1%18,3022.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,768,0460.0%133,0372.1%ETFVVVanguard Large-Cap ETF$4,742,932$1,063,815 ▼-18.3%19,7822.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,659,644$40,611 ▼-0.9%50,2552.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,593,9700.0%91,6962.0%ETFUSRTiShares Core U.S. REIT ETF$4,532,596$57,996 ▲1.3%84,2492.0%ETFVBVanguard Small-Cap ETF$4,399,672$12,801 ▲0.3%19,2471.9%ETFIWDiShares Russell 1000 Value ETF$3,950,450$76,659 ▼-1.9%22,0561.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,675,426$279,650 ▼-7.1%87,9921.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,600,365$900 ▼0.0%44,0251.6%ManufacturingIGOViShares International Treasury Bond ETF$3,381,985$125,746 ▲3.9%85,3391.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,259,235$81,407 ▲2.6%42,1581.4%ETFIVViShares Core S&P 500 ETF$2,959,8600.0%5,6301.3%ETFVONEVanguard Russell 1000$2,957,3130.0%12,4091.3%ETFVOVanguard Mid-Cap ETF$2,920,364$240,115 ▼-7.6%11,6881.3%ETFVONVVanguard Russell 1000 Value$2,793,450$549,143 ▼-16.4%35,5221.2%ETFIAGGiShares Core International Aggregate Bond ETF$2,461,536$623,026 ▲33.9%49,2801.1%ETFESGVVanguard ESG US Stock ETF$2,272,997$4,473 ▼-0.2%24,3911.0%ETFDSIiShares MSCI KLD 400 Social ETF$2,021,241$13,509 ▲0.7%20,0500.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,953,334$85,582 ▲4.6%24,2620.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,867,6780.0%43,3940.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,553,0940.0%42,9150.7%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,529,663$235,533 ▲18.2%66,5360.7%ManufacturingVBKVanguard Small-Cap Growth ETF$1,419,360$10,168 ▼-0.7%5,4440.6%ETFTIPiShares TIPS Bond ETF$1,247,7820.0%11,6170.6%ETFVBRVanguard Small-Cap Value ETF$1,179,678$9,978 ▼-0.8%6,1480.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,165,902$1,165,902 ▲New Holding22,5950.5%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$1,162,985$211,978 ▲22.3%37,3950.5%FinanceVOEVanguard Mid-Cap Value ETF$1,147,3420.0%7,3590.5%ETFECLEcolab$1,126,3300.0%4,8780.5%Basic MaterialsVOTVanguard Mid-Cap Growth ETF$1,100,4320.0%4,6670.5%ETFVNQVanguard Real Estate ETF$1,095,615$81,724 ▲8.1%12,6690.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,057,647$101,174 ▲10.6%18,0640.5%ETFVSGXVanguard ESG International Stock ETF$1,045,839$72,182 ▲7.4%18,1980.5%ETFVTWVVanguard Russell 2000 Value ETF$1,001,6700.0%7,1640.4%ETFCMFiShares California Muni Bond ETF$977,777$350,016 ▲55.8%16,9930.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$957,097$37,008 ▲4.0%23,7670.4%ETFBNDVanguard Total Bond Market ETF$899,668$872 ▲0.1%12,3870.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$750,4400.0%8,6030.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$692,828$132,023 ▲23.5%7,0740.3%FinanceAAPLApple$689,007$112,662 ▼-14.1%4,0180.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$641,6220.0%6,4530.3%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$612,931$121,809 ▲24.8%13,4150.3%ETFEFAiShares MSCI EAFE ETF$560,5370.0%7,0190.2%FinanceXJHiShares ESG Screened S&P Mid-Cap ETF$513,048$38,738 ▲8.2%12,4890.2%ETFVEUVanguard FTSE All-World ex-US ETF$445,975$8,446 ▼-1.9%7,6040.2%ETFSCHPSchwab U.S. TIPS ETF$429,433$217,872 ▲103.0%8,2330.2%ETFSPYSPDR S&P 500 ETF Trust$427,280$38,178 ▼-8.2%8170.2%FinanceBSVVanguard Short-Term Bond ETF$408,804$4,064 ▲1.0%5,3320.2%ETFMETAMeta Platforms$377,296$377,296 ▲New Holding7770.2%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$363,964$5,507 ▲1.5%7,6000.2%ManufacturingNEENextEra Energy$360,6440.0%5,6430.2%UtilitiesESGDiShares ESG Aware MSCI EAFE ETF$301,021$1,838 ▼-0.6%3,7670.1%ManufacturingIWRiShares Russell Mid-Cap ETF$295,492$20,013 ▼-6.3%3,5140.1%ETFXVViShares ESG Screened S&P 500 ETF$282,951$21,232 ▼-7.0%7,0230.1%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$277,059$8,958 ▲3.3%5,6290.1%ManufacturingEEMiShares MSCI Emerging Markets ETF$263,405$507,954 ▼-65.9%6,4120.1%FinanceAOAiShares Core Aggressive Allocation ETF$257,477$22,773 ▲9.7%3,5050.1%ETFJNJJohnson & Johnson$252,3130.0%1,5950.1%MedicalMUBiShares National Muni Bond ETF$241,1320.0%2,2410.1%ETFESGEiShares ESG Aware MSCI EM ETF$216,618$216,618 ▲New Holding6,7210.1%ManufacturingICFiShares Cohen & Steers REIT ETF$205,6430.0%3,5640.1%ETFROSTRoss Stores$205,317$205,317 ▲New Holding1,3990.1%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$0$218,466 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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