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Topel & Distasi Wealth Management, LLC

Q2 2022 Holdings

Filed 2022-08-05 | 65 holdings | $433.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$3.5K83,7260.8%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$4.7K26,9821.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$4.9K21,6991.1%
Ishares TR(USHY)BROAD USD HIGH46435U853$4.9K141,9181.1%
Ishares TR(HYG)IBOXX HI YD ETF464288513$5.0K67,5071.1%
Vanguard Tax-Managed Intl FD(VEA)VAN FTSE DEV MKT921943858$6.3K155,5541.5%
Vanguard Charlotte FDS(BNDX)TOTAL INT BD ETF92203J407$6.9K139,0201.6%
Ishares TR(LQD)IBOXX INV CP ETF464287242$7.2K65,6821.7%
Ishares TR(IJR)CORE S&P SCP ETF464287804$7.3K79,3741.7%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$7.6K34,7671.8%
Ishares TR(GOVT)US TREAS BD ETF46429B267$8.1K340,8331.9%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$10.3K174,8462.4%
Vanguard Index FDS(VUG)GROWTH ETF922908736$12.7K56,9562.9%
Vanguard Index FDS(VTV)VALUE ETF922908744$13.2K99,9703.0%
Boston Scientific Corp(BSX)COM101137107$261.0K7,01160.2%
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