Instuitional Investor - Regent Peak Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Regent Peak Wealth Advisors Llc
Portfolio Value $507,241,995
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf - ETF
255,627 $85,704,226 16.9%
2. VLUE 446,163 $39,913,740 7.87%
3. AAPL 109,440 $29,752,346 5.87%
4.
Ishares Core Dividend Growth Etf - ETF
355,124 $24,652,742 4.86%
5. BND 313,169 $23,196,406 4.57%