Topel & Distasi Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1880087
BERKELEY, CA
Position in AOA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$643,764
-$1,694 QoQ
Shares Held
7,275
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $643,764 | 7,275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $645,458 | 7,207 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $599,968 | 6,807 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $553,525 | 6,637 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $525,325 | 6,867 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $461,422 | 6,023 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $369,535 | 4,683 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,407 | 3,830 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $257,477 | 3,505 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,614 | 3,195 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||