Instuitional Investor - Regent Peak Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Regent Peak Wealth Advisors Llc |
| Portfolio Value | $890,533,122 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 249,412 | $72,281,992 | 16.22% | |
| 2. | Ishares Core Msci Eafe Etf - ETF | 400,145 | $28,122,199 | 6.31% | |
| 3. | AAPL | 111,858 | $28,011,502 | 6.28% | |
| 4. | Vanguard Growth Etf - ETF | 54,104 | $22,206,478 | 4.98% | |
| 5. | Ishares Core Dividend Growth Etf - ETF | 334,576 | $20,522,876 | 4.6% |
