Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC latest Q1_2021 13F filings reported $304,226,000 in market value on this 2021-04-28 report date . The portfolio quarterly return is 1.42%. This fund has 154 securities concentrations of 100% weights.
Regent Peak Wealth Advisors LLC largest holding is Vanguard Total Stock Market with weight of 9.90% and $30,112,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|