0001085146-23-003149.txt : 20230808
0001085146-23-003149.hdr.sgml : 20230808
20230807214821
ACCESSION NUMBER: 0001085146-23-003149
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230808
DATE AS OF CHANGE: 20230807
EFFECTIVENESS DATE: 20230808
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Topel & Distasi Wealth Management, LLC
CENTRAL INDEX KEY: 0001880087
IRS NUMBER: 463599505
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22315
FILM NUMBER: 231149120
BUSINESS ADDRESS:
STREET 1: 2907 CLAREMONT AVE,
STREET 2: SUITE 111
CITY: BERKELEY
STATE: CA
ZIP: 94705
BUSINESS PHONE: (510) 898-1270
MAIL ADDRESS:
STREET 1: 2907 CLAREMONT AVE,
STREET 2: SUITE 111
CITY: BERKELEY
STATE: CA
ZIP: 94705
13F-HR
1
primary_doc.xml
X0202
13F-HR
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0001880087
XXXXXXXX
06-30-2023
06-30-2023
false
Topel & Distasi Wealth Management, LLC
2907 CLAREMONT AVE,
SUITE 111
BERKELEY
CA
94705
13F HOLDINGS REPORT
028-22315
000285538
801-120715
N
Jarrett Topel
CCO
510-989-1270
/s/Jarrett Topel
Berkeley
CA
08-07-2023
0
72
198786857
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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COM
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4988
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0
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12303
SH
SOLE
0
0
12303
BOSTON SCIENTIFIC CORP
COM
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BBG001S63L94
379225
7011
SH
SOLE
0
0
7011
ECOLAB INC
COM
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BBG001S5QRB5
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4878
SH
SOLE
0
0
4878
ISHARES TR
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BBG001TG5H89
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SH
SOLE
0
0
6453
ISHARES TR
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SOLE
0
0
5850
ISHARES TR
1 3 YR TREAS BD
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SOLE
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0
43932
ISHARES TR
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ISHARES TR
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ISHARES TR
CORE INTL AGGR
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ISHARES TR
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MSCI KLD400 SOC
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NATIONAL MUN ETF
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GSCI CMDTY STGY
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COM
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COM
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ROSS STORES INC
COM
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TR UNIT
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PRTFLO S&P500 VL
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TOTAL BND MRKT
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VANGUARD INDEX FDS
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VANGUARD MALVERN FDS
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VANGUARD SCOTTSDALE FDS
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VANGUARD SCOTTSDALE FDS
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VANGUARD SCOTTSDALE FDS
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VANGUARD SCOTTSDALE FDS
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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BBG001SSPWL4
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SOLE
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VANGUARD WORLD FD
ESG INTL STK ETF
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BBG00M0P2VR5
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SOLE
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VANGUARD WORLD FD
ESG US STK ETF
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