Regent Peak Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
180
- Value ($000)
$445,625
- Date Filed01/16/2025
- Form typenew holdings
- CIK0001803329
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $72.28M | 16 % | 249,412 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $28.12M | 6 % | 400,145 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $28.01M | 6 % | 111,858 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $22.21M | 5 % | 54,104 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $20.52M | 5 % | 334,576 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $20.15M | 5 % | 280,220 | ||
ACN ACCENTURE PLC IRELAND SHS CLASS A | STOCK | G1151C101 | $17.59M | 4 % | 50,015 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $16.13M | 4 % | 40,168 | ||
TSLA TESLA INC COM | STOCK | 88160R101 | $14.67M | 3 % | 36,314 | ||
KRE SPDR S&P DIVIDEND ETF | ETF | 78464A763 | $13.87M | 3 % | 105,005 |
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