| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 7.7% |
| ISHARES TR | 11 | Q2 2024 | 6.3% |
| ISHARES TR | 11 | Q2 2024 | 5.1% |
| ISHARES TR | 11 | Q2 2024 | 4.4% |
| ISHARES TR | 11 | Q2 2024 | 4.7% |
| VANGUARD CHARLOTTE FDS | 11 | Q2 2024 | 4.2% |
| ISHARES TR | 11 | Q2 2024 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 4.3% |
| ISHARES TR | 11 | Q2 2024 | 3.1% |
View Topel & Distasi Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-21 |
| 13F-HR | 2022-08-05 |
View Topel & Distasi Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.