Topel & Distasi Wealth Management, LLC holdings history

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94 is the total number of securities Topel & Distasi Wealth Management, LLC has owned. The longest Topel & Distasi Wealth Management, LLC has owned a single stock is 8 quarters.

Topel & Distasi Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTV VANGUARD INDEX FDS886.21%7.50%8.28%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS885.81%6.93%7.69%Q4 2021Q3 20238
IEFA ISHARES TR883.09%4.20%5.96%Q4 2021Q3 20238
IJR ISHARES TR883.42%4.00%4.33%Q4 2021Q3 20238
GOVT ISHARES TR883.72%3.99%4.72%Q4 2021Q3 20238
BNDX VANGUARD CHARLOTTE FDS883.61%3.95%4.08%Q4 2021Q3 20238
IWF ISHARES TR882.35%3.83%4.58%Q4 2021Q3 20238
LQD ISHARES TR883.64%3.81%4.18%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...882.99%3.57%4.30%Q4 2021Q3 20238
IJH ISHARES TR882.40%2.82%3.03%Q4 2021Q3 20238
USHY ISHARES TR882.15%2.60%2.84%Q4 2021Q3 20238
HYG ISHARES TR881.53%2.52%2.88%Q4 2021Q3 20238
SHY ISHARES TR881.79%2.49%4.37%Q4 2021Q3 20238
VV VANGUARD INDEX FDS881.15%2.45%2.76%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...881.79%2.18%2.39%Q4 2021Q3 20238
USRT ISHARES TR881.66%1.92%2.06%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS881.50%1.89%2.78%Q4 2021Q3 20238
SPYV SPDR SER TR881.57%1.88%2.00%Q4 2021Q3 20238
VB VANGUARD INDEX FDS881.54%1.88%2.10%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...881.50%1.87%2.02%Q4 2021Q3 20238
IWD ISHARES TR881.48%1.73%1.83%Q4 2021Q3 20238
IWB ISHARES TR880.89%1.67%2.39%Q4 2021Q3 20238
VONV VANGUARD SCOTTSDALE FDS881.46%1.56%1.64%Q4 2021Q3 20238
IGOV ISHARES TR880.69%1.49%1.91%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.88%1.20%1.45%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS880.20%1.11%4.27%Q4 2021Q3 20238
VCIT VANGUARD SCOTTSDALE FDS880.38%0.90%1.12%Q4 2021Q3 20238
ESGV VANGUARD WORLD FD880.64%0.79%1.00%Q4 2021Q3 20238
DSI ISHARES TR880.52%0.68%0.88%Q4 2021Q3 20238
VGIT VANGUARD SCOTTSDALE FDS880.22%0.66%0.93%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS880.41%0.58%0.64%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.39%0.51%0.56%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.46%0.50%0.55%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.41%0.49%0.52%Q4 2021Q3 20238
SUSC ISHARES TR880.29%0.48%0.63%Q4 2021Q3 20238
VTWV VANGUARD SCOTTSDALE FDS880.42%0.46%0.51%Q4 2021Q3 20238
AAPL APPLE INC880.36%0.43%0.54%Q4 2021Q3 20238
COMT ISHARES U S ETF TR880.29%0.38%0.53%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS880.33%0.36%0.40%Q4 2021Q3 20238
STIP ISHARES TR880.28%0.33%0.38%Q4 2021Q3 20238
VSGX VANGUARD WORLD FD880.23%0.33%0.45%Q4 2021Q3 20238
AGG ISHARES TR880.28%0.32%0.40%Q4 2021Q3 20238
ESML ISHARES TR880.21%0.30%0.40%Q4 2021Q3 20238
EFA ISHARES TR880.23%0.26%0.28%Q4 2021Q3 20238
EEM ISHARES TR880.15%0.20%0.23%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.16%0.19%0.21%Q4 2021Q3 20238
VTIP VANGUARD MALVERN FDS880.16%0.19%0.22%Q4 2021Q3 20238
IWR ISHARES TR880.12%0.13%0.14%Q4 2021Q3 20238
ESGD ISHARES TR880.08%0.13%0.18%Q4 2021Q3 20238
VONE VANGUARD SCOTTSDALE FDS431.05%1.18%1.27%Q4 2021Q3 20237
IAGG ISHARES TR770.91%1.02%1.29%Q1 2022Q3 20237
SLQD ISHARES TR520.14%0.53%1.47%Q4 2021Q3 20237
HYXF ISHARES TR770.13%0.18%0.24%Q1 2022Q3 20237
BSX BOSTON SCIENTIFIC CORP770.13%0.16%0.19%Q4 2021Q2 20237
SPDW SPDR INDEX SHS FDS511.71%2.12%2.24%Q4 2021Q3 20236
VOT VANGUARD INDEX FDS510.42%0.51%0.53%Q4 2021Q3 20236
CMF ISHARES TR330.20%0.25%0.36%Q4 2021Q3 20236
SPLG SPDR SER TR551.07%1.16%1.23%Q4 2021Q4 20225
SCHX SCHWAB STRATEGIC TR551.05%1.14%1.20%Q4 2021Q4 20225
SCHA SCHWAB STRATEGIC TR550.78%0.86%0.92%Q4 2021Q4 20225
SCHP SCHWAB STRATEGIC TR550.54%0.60%0.68%Q4 2021Q4 20225
ECL ECOLAB INC550.40%0.42%0.46%Q3 2022Q3 20235
NEE NEXTERA ENERGY INC550.22%0.29%0.34%Q3 2022Q3 20235
JNJ JOHNSON & JOHNSON550.18%0.22%0.25%Q3 2022Q3 20235
XJH ISHARES TR550.12%0.17%0.21%Q3 2022Q3 20235
XVV ISHARES TR550.13%0.13%0.14%Q3 2022Q3 20235
MUB ISHARES TR550.12%0.13%0.13%Q3 2022Q3 20235
SCHG SCHWAB STRATEGIC TR441.56%1.77%1.92%Q4 2022Q3 20234
SCHE SCHWAB STRATEGIC TR440.76%0.84%0.95%Q4 2021Q3 20224
SPEM SPDR INDEX SHS FDS440.74%0.76%0.79%Q4 2022Q3 20234
SPMD SPDR SER TR440.42%0.46%0.52%Q4 2021Q3 20224
VTWG VANGUARD SCOTTSDALE FDS440.37%0.40%0.43%Q4 2021Q3 20224
SLYG SPDR SER TR440.33%0.34%0.35%Q4 2022Q3 20234
ROST ROSS STORES INC440.12%0.12%0.14%Q4 2022Q3 20234
IUSG ISHARES TR331.52%1.57%1.67%Q1 2022Q3 20223
IVV ISHARES TR331.21%1.25%1.27%Q1 2023Q3 20233
SPSM SPDR SER TR330.84%0.85%0.86%Q1 2023Q3 20233
TIP ISHARES TR330.62%0.64%0.66%Q1 2023Q3 20233
DJP BARCLAYS BANK PLC330.19%0.20%0.20%Q1 2023Q3 20233
ICF ISHARES TR330.12%0.12%0.12%Q4 2021Q2 20223
VTEB VANGUARD MUN BD FDS330.10%0.12%0.14%Q4 2021Q2 20223
EAGG ISHARES TR210.11%0.12%0.12%Q4 2021Q2 20233
VGSH VANGUARD SCOTTSDALE FDS222.89%2.92%2.96%Q4 2021Q1 20222
SCHO SCHWAB STRATEGIC TR222.86%2.89%2.92%Q4 2021Q1 20222
SPYG SPDR SER TR221.46%1.50%1.55%Q4 2021Q1 20222
SPHY SPDR SER TR220.93%0.95%0.96%Q4 2021Q1 20222
IWP ISHARES TR220.49%0.54%0.59%Q1 2022Q2 20222
ISTB ISHARES TR112.88%2.88%2.88%Q1 2022Q1 20221
IGSB ISHARES TR111.63%1.63%1.63%Q4 2021Q4 20211
VONG VANGUARD SCOTTSDALE FDS111.58%1.58%1.58%Q4 2021Q4 20211
SCHK SCHWAB STRATEGIC TR111.08%1.08%1.08%Q4 2021Q4 20211
NUHY NUSHARES ETF TR110.14%0.14%0.14%Q4 2021Q4 20211
VCEB VANGUARD WORLD FD110.13%0.13%0.13%Q1 2022Q1 20221
IWO ISHARES TR110.09%0.09%0.09%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of Topel & Distasi Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Topel & Distasi Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Topel & Distasi Wealth Management, LLC owns currently or has owned in the past.