account_balance
Investment manager · 13F filer · SEC CIK 1880087
Topel & Distasi Wealth Management, LLC
Reported value$202Mas of Sep 30, 2026
Positions58 2 new, 1 sold out
Top 10 weight61.2%VUG alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
10.2%Trimmed −2%
VTVVanguard Index FDS
10.1%Trimmed −3%
IEFAiShares Tr
8.2%
GOVTiShares Tr
7.5%
LQDiShares Tr
5.7%
IJRiShares Tr
5.4%Trimmed −5%
BNDXVanguard Charlotte FDS
4.8%
IJHiShares Tr
3.6%
HYGiShares Tr
3.0%
IWFiShares Tr
2.8%
USHYiShares Tr
2.4%
USRTiShares Tr
2.4%
VUGVanguard Index FDS
10.2%Trimmed −2%
VTVVanguard Index FDS
10.1%Trimmed −3%
IEFAiShares Tr
8.2%
GOVTiShares Tr
7.5%
LQDiShares Tr
5.7%
IJRiShares Tr
5.4%
BNDXVanguard Charlotte FDS
4.8%
IJHiShares Tr
3.6%
HYG3.0%
IWF2.8%
USHY
USRT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 10.2% Trimmed −2%
VTV Vanguard Index FDS 10.1% Trimmed −3%
IEFA iShares Tr 8.2% Held
GOVT iShares Tr 7.5% Held
LQD iShares Tr 5.7% Held
IJR iShares Tr 5.4% Trimmed −5%
BNDX Vanguard Charlotte FDS 4.8% Held
IJH iShares Tr 3.6% Held
HYG iShares Tr 3.0% Held
IWF iShares Tr 2.8% Held
USHY iShares Tr 2.4% Held
USRT iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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