Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STOCK MARKET INDEX FUND | 19 | Q2 2024 | 11.2% |
ISHARES TR | 19 | Q2 2024 | 8.1% |
APPLE INC COM | 19 | Q2 2024 | 6.2% |
VANGUARD INDEX FDS | 19 | Q2 2024 | 5.2% |
SPIRE INC COM | 19 | Q2 2024 | 6.2% |
ISHARES TR | 19 | Q2 2024 | 4.7% |
ISHARES TR | 19 | Q2 2024 | 4.6% |
SPDR S&P DIVIDEND ETF | 19 | Q2 2024 | 5.2% |
ACCENTURE PLC IRELAND SHS CLASS A | 19 | Q2 2024 | 5.2% |
VANGUARD VALUE INDEX FUND | 19 | Q2 2024 | 3.7% |
View Regent Peak Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-01 |
13F-HR | 2024-01-23 |
13F-HR | 2023-11-03 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
View Regent Peak Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.