Topel & Distasi Wealth Management, LLC Portfolio Holdings by Sector

Topel & Distasi Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG IEFA GOVT LQD IJR BNDX IWF 70 stocks	$228,621 97.9% of portfolio	20	28	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,170 0.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$1,143 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$965 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$565 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$404 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$230 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$219 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ROST 1 stocks	$211 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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