Instuitional Investor - Regent Peak Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Regent Peak Wealth Advisors Llc |
| Portfolio Value | $423,613,696 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 251,292 | $69,064,998 | 16.3% | |
| 2. | Ishares Core Msci Eafe Etf - ETF | 438,408 | $33,165,575 | 7.83% | |
| 3. | AAPL | 111,467 | $24,760,147 | 5.84% | |
| 4. | BND | 300,279 | $22,055,500 | 5.21% | |
| 5. | Ishares Core Dividend Growth Etf - ETF | 341,452 | $21,094,876 | 4.98% |
