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  Name: Topel & Distasi Wealth Management LLC
  City: BERKELEY
  State: CA
  Zip: 94705
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $226,143,000
  Total Value Change : $15,641,000
  Securities Held Change : 3
   
All Securities Held : 75
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 32
  Unchanged Positions : 18
  Decreased Positions : 22

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 39 New $53.96 $1,166,000 22,595 0.52% 1,166,000 22,595 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 62 New $479.92 $377,000 777 0.17% 377,000 777 0    Internet Service Prov...
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 73 New $33.66 $217,000 6,721 0.1% 217,000 6,721 0.004    N/A
      3 Records Found
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