Topel & Distasi Wealth Management, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $21.10M | 10.2% |
| VANGUARD INDEX FDS | $20.12M | 9.7% |
| ISHARES TR | $16.45M | 7.9% |
| iShares MSCI UAE ETF | $15.67M | 7.6% |
| ISHARES TR | $12.37M | 6.0% |
| iShares MSCI UAE ETF | $12.16M | 5.9% |
| VANGUARD CHARLOTTE FDS | $9.93M | 4.8% |
| ISHARES TR | $7.78M | 3.8% |
| ISHARES TR | $6.28M | 3.0% |
| ISHARES TR | $5.60M | 2.7% |
| ISHARES TR | $5.21M | 2.5% |
| ISHARES TR | $5.04M | 2.4% |
| VANGUARD INDEX FDS | $4.37M | 2.1% |
| VANGUARD TAX-MANAGED FDS | $4.27M | 2.1% |
| ISHARES TR | $3.70M | 1.8% |
| ISHARES TR | $3.53M | 1.7% |
| VANGUARD SCOTTSDALE FDS | $3.49M | 1.7% |
| ISHARES TR | $3.47M | 1.7% |
| VANGUARD WORLD FD | $3.34M | 1.6% |
| SPDR SERIES TRUST | $3.31M | 1.6% |
| ISHARES TR | $3.25M | 1.6% |
| ISHARES TR | $3.23M | 1.6% |
| VANGUARD INDEX FDS | $2.93M | 1.4% |
| VANGUARD INDEX FDS | $2.68M | 1.3% |
| ISHARES TR | $2.56M | 1.2% |
| VANGUARD INTL EQUITY INDEX F | $2.51M | 1.2% |
| ISHARES TR | $2.25M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $2.24M | 1.1% |
| VANGUARD WORLD FD | $1.63M | 0.8% |
| ISHARES TR | $1.43M | 0.7% |
| SPDR INDEX SHS FDS | $1.33M | 0.6% |
| ECOLAB INC. | $1.25M | 0.6% |
| SPDR SERIES TRUST | $1.02M | 0.5% |
| ISHARES TR | $881.5K | 0.4% |
| ISHARES TR | $874.9K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $820.4K | 0.4% |
| Apple Inc. | $730.6K | 0.4% |
| ISHARES TR | $720.6K | 0.3% |
| VANGUARD BD INDEX FDS | $717.6K | 0.3% |
| MICROSOFT CORP | $704.6K | 0.3% |
| Meta Platforms Inc | $623.6K | 0.3% |
| VANGUARD INDEX FDS | $613.9K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $523.0K | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $504.4K | 0.2% |
| Amazon.com Inc | $469.3K | 0.2% |
| ISHARES TR | $382.4K | 0.2% |
| ISHARES TR | $375.7K | 0.2% |
| ISHARES INC | $361.3K | 0.2% |
| VANGUARD MALVERN FDS | $308.6K | 0.1% |
| JOHNSON & JOHNSON | $304.3K | 0.1% |