Instuitional Investor - Topel & Distasi Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Topel & Distasi Wealth Management, Llc |
| Portfolio Value | $210,502,681 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 107,398 | $16,056,001 | 7.62% | |
| 2. | Vanguard Index Fds | 46,971 | $14,602,344 | 6.93% | |
| 3. | Ishares Tr | 185,962 | $13,082,427 | 6.21% | |
| 4. | IEF | 31,509 | $9,552,584 | 4.53% | |
| 5. | Ishares Tr | 402,435 | $9,272,102 | 4.4% |
