| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
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.