StockDriftsStockDriftsTop 50 Topel & Distasi Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.2% | 100.6K | $19.7M | -0.08%(-83) | $143.44(+52.79%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.83% | 39.1K | $17.1M | +2.95%(+1.12K) | $51.25(+66.83%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.08% | 172.6K | $15.6M | +0.94%(+1.61K) | $71.42(+36.24%) | 2026-03-31 | |
| GOVT | ISHARES TR | 7.71% | 651.5K | $14.9M | +1.84%(+11.75K) | $24.67(-8.04%) | 2026-03-31 | |
| LQD | ISHARES TR | 5.88% | 104.5K | $11.4M | +1.82%(+1.86K) | $122.29(-11.16%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.68% | 88.4K | $11.0M | -1.98%(-1.78K) | $110.41(+32.67%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.89% | 196.9K | $9.5M | +2.60%(+4.99K) | $53.22(-9.37%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.68% | 105.5K | $7.1M | -3.84%(-4.22K) | $54.71(+39.08%) | 2026-03-31 | |
| HYG | ISHARES TR | 3.14% | 76.3K | $6.1M | -0.08%(-62) | $82.75(-3.68%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.52% | 11.5K | $4.9M | +1.42%(+160) | $276.18(-56.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.85% | +32.56% |
| Top 20 Holdings Unweighted | +9.43% | +31.04% |
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