Topel & Distasi Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Berkeley, CA
CIK
0001880087
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 78 241,241 VTV, VUG, IEFA, GOVT 13F-HR 11/12/2024 000188008724000001
Q2 2024 76 227,599 VTV, VUG, IEFA, GOVT 13F-HR 8/9/2024 000108514624003690
Q1 2024 75 226,144 VTV, IEFA, VUG, GOVT 13F-HR 5/6/2024 000108514624002288
Q4 2023 72 210,502 VTV, VUG, IEFA, IWF 13F-HR 1/16/2024 000108514624000251
Q3 2023 70 190,727 VTV, VUG, IWF, IJR 13F-HR 11/6/2023 000108514623004136
Q2 2023 72 198,786 VUG, VTV, IWF, IJR 13F-HR 8/7/2023 000108514623003149
Q1 2023 72 191,640 VTV, VUG, IWF, IJR 13F-HR 5/12/2023 000108514623002303
Q4 2022 69 178,531 VTV, VUG, VEA, IJR 13F-HR 1/31/2023 000108514623000492
Q3 2022 70 181,092 VTV, VUG, IJR, VEA 13F-HR 11/21/2022 000108514622004196
Q2 2022 65 172,777 VTV, VUG, IEFA, GOVT 13F-HR 8/4/2022 000108514622002780
Q1 2022 72 238,732 VTV, VUG, IEFA, SHY 13F-HR 4/20/2022 000108514622001466
Q4 2021 74 245,175 VTV, VUG, SHY, BSV 13F-HR 2/23/2022 000108514622001202