Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGENT PEAK WEALTH ADVISORS LLC | 05-01-2024 | 03-31-2024 | 170 | 393,510,295 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $43,856,203 | 168,743 | 0.01 | 0.01 | 252 | 0.15 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 2 | $19,703,392 | 56,846 | 0.01 | 0.01 | 1,948 | 3.55 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $19,192,044 | 55,758 | 0.00 | 0.00 | -1,678 | -2.92 | 03-31-2024 |
| APPLE INC | COM | 4 | $18,896,221 | 110,195 | 0.00 | 0.01 | -793 | -0.71 | 03-31-2024 |
