SEC Form 13F

Topel & Distasi Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$207,280,298
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$21,098,53196,813
VANGUARD INDEX FDSVUGGROWTH ETF$20,117,432233,543
ISHARES TRIEFACORE MSCI EAFE$16,449,506170,320
ISHARES TRGOVTUS TREAS BD ETF$15,665,988687,708
ISHARES TRIJRCORE S&P SCP ETF$12,373,20783,428
ISHARES TRLQDIBOXX INV CP ETF$12,164,904111,533
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$9,929,119205,020
ISHARES TRIJHCORE S&P MCP ETF$7,783,523100,941
ISHARES TRHYGIBOXX HI YD ETF$6,279,64478,525
ISHARES TRIWFRUS 1000 GRW ETF$5,603,79245,130

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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