Regent Peak Wealth Advisors LLC

Name: Regent Peak Wealth Advisors LLC 13F holdings, Q2 2024
Creator: Regent Peak Wealth Advisors LLC
Published: 2024-08-14

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Regent Peak Wealth Advisors LLC reported 163 stock positions worth $436.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.2% of the portfolio, followed by Illinois Tool Works (ITW, 5.4%) and Apple (AAPL, 5.3%). Compared with Q1 2024, it opened 10 new positions, sold out of 17, added to 83 and reduced 60. The biggest buy was Illinois Tool Works (ITW, shares +1%) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −90%).

Most Recent 13F: Q2 2026
Location: ATLANTA, GA
CIK: 0001803329
Portfolio Value: $436.8M (Q2 2024)
SEC Filing: 0001803329-24-000003 ↗ filed Aug 14, 2024

Holdings Value

Holdings 163 stocks · $436.8M


VTI VG Morningstar TS MKT ETF-US	11.18%	182,481	$48.8M	Add +8.1%
ITW Illinois Tool Works	5.43%	10,012	$23.7M	Add +1.4%
AAPL Apple Inc.	5.26%	109,064	$23.0M	Reduce -1.0%
VUG Vanguard Mrngstar GR ETF-Sui	4.60%	53,769	$20.1M	Reduce -3.6%
IEFA iShares Core MSCI Eafe ETF	4.26%	256,084	$18.6M	Add +28.7%
BND Vanguard Total Bond Market	4.16%	252,350	$18.2M	Add +28.3%
ACN Accenture PLC Class A	4.14%	59,627	$18.1M	Add +4.9%
MSFT Microsoft Corp.	3.01%	29,373	$13.1M	Reduce -4.9%
DGRO iShares Core Dividend Growth	2.92%	221,329	$12.8M	Add +16.8%
ITOT iShares Core S&P Total U.S.	2.86%	105,287	$12.5M	Reduce -13.0%
IWF iShares Russell 1000 Growth	2.72%	32,636	$11.9M	Reduce -0.1%
SDY SS SPDR S&P Dividend ETF	2.43%	83,414	$10.6M	Reduce -1.4%
NVDA Nvidia Corp.	2.34%	82,723	$10.2M	Add +3.6%
VTV Vanguard Mrngstr Val ETF-Aui	2.23%	60,638	$9.7M	Reduce -2.9%
AMZN Amazon.com Inc.	2.15%	48,644	$9.4M	Add +1.2%
SR Spire Inc.	1.95%	140,481	$8.5M	Reduce -18.0%
TSLA Tesla Inc.	1.58%	34,770	$6.9M	Add +10.6%
SPY SS SPDR S&P 500 ETF Trust-US	1.48%	11,911	$6.5M	Reduce -17.4%
JAAA Janus Henderson Aaa Clo ETF	1.21%	103,822	$5.3M	New
GOOGL Alphabet Inc. Class A	0.97%	23,262	$4.2M	Add +1.3%
KO The Coca-Cola Co.	0.96%	164,038	$4.2M	Add +1.1%
HD Home Depot Inc.	0.94%	11,966	$4.1M	Reduce -1.1%
BRK.B Berkshire Hathaway Inc. Class B	0.93%	10,008	$4.1M	Add +1.1%
PGR Progressive Corp.	0.88%	18,507	$3.8M	Add +0.2%
FISV Fiserv Inc.	0.79%	2,315	$3.5M	Add +1.4%
MRK Merck & Co. Inc.	0.78%	27,655	$3.4M	Reduce -2.0%
ORCL Oracle Corp.	0.76%	23,379	$3.3M	Reduce -8.1%
UNH Unitedhealth Group Inc.	0.75%	6,450	$3.3M	Reduce -1.1%
GOOG Alphabet Inc. Class C	0.75%	17,807	$3.3M	Add +1.7%
CB Chubb Ltd.	0.72%	1,235	$3.2M	Add +1.5%
MCD McDonald's Corp.	0.66%	11,320	$2.9M	Add +4.0%
TSM Taiwan Semiconductor-SP ADR	0.65%	16,254	$2.8M	Reduce -22.8%
AMGN Amgen Inc.	0.65%	9,028	$2.8M	Add +6.4%
ALL Allstate Corp.	0.63%	1,730	$2.8M	Add +0.9%
HON Honeywell International Inc.	0.63%	12,803	$2.7M	Add +2.7%
GD General Dynamics Corp.	0.62%	9,392	$2.7M	Reduce -7.2%
JNJ Johnson & Johnson	0.60%	18,051	$2.6M	Add +202.3%
PEP Pepsico Inc.	0.60%	15,951	$2.6M	Add +3.4%
ADP Automatic Data Processing	0.59%	10,743	$2.6M	Reduce -3.5%
UNP Union Pacific Corp.	0.57%	10,971	$2.5M	Reduce -0.3%
APD Air Products & Chemicals Inc.	0.55%	9,361	$2.4M	Add +9.5%
META Meta Platforms Inc. Class A	0.54%	4,697	$2.4M	Add +2.8%
LLY Eli Lilly & Co.	0.54%	2,594	$2.3M	Add +2.1%
INFY Infosys Ltd.-SP ADR	0.53%	124,563	$2.3M	Add +7.3%
NVO Novo-Nordisk A/S-Spons ADR	0.53%	16,117	$2.3M	New
SBUX Starbucks Corp.	0.50%	27,944	$2.2M	Reduce -0.1%
NOC Northrop Grumman Corp.	0.50%	4,976	$2.2M	Add +3.3%
AVGO Broadcom Inc.	0.48%	1,306	$2.1M	Add +4.0%
PR Permian Resources Corp. Class A	0.47%	12,838	$2.1M	Add +0.1%
IWM iShares Russell 2000 ETF	0.47%	10,096	$2.0M	Reduce -48.0%
NKE Nike Inc. Class B	0.45%	25,815	$1.9M	Add +16.0%
PG The Procter & Gamble Co.	0.43%	11,361	$1.9M	Reduce -8.1%
IVV iShares Core S&P 500 ETF	0.41%	3,283	$1.8M	Reduce -9.9%
SCHB Schwab US Broad Market ETF	0.40%	27,538	$1.7M	Reduce -1.3%
VGT Vanguard Info Tech ETF	0.36%	2,717	$1.6M	Add +7.8%
COST Costco Wholesale Corp.	0.33%	1,698	$1.4M	Add +1.6%
SO The Southern Co.	0.33%	18,502	$1.4M	Add +1.0%
QQQ Invesco QQQ Trust Series 1	0.30%	2,721	$1.3M	Reduce -3.7%
V Visa Inc. Class A	0.29%	4,850	$1.3M	Add +2.4%
JPM JPMorgan Chase & Co.	0.29%	6,290	$1.3M	Add +0.3%
BRK.A Berkshire Hathaway Inc. Class A	0.28%	2	$1.2M	No change
WMT Walmart Inc.	0.26%	16,992	$1.2M	Add +0.9%
DVY iShares Select Dividend ETF	0.22%	8,009	$969K	Reduce -5.7%
ABBV Abbvie Inc.	0.22%	5,646	$968K	Reduce -0.0%
NFLX Netflix Inc.	0.21%	1,388	$937K	Add +6.6%
XSD SS SPDR S&P Semiconductor	0.20%	3,575	$885K	Add +1.4%
IWD iShares Russell 1000 Value E	0.20%	4,998	$872K	No change
XLK SS Technology Select Sector	0.19%	3,598	$814K	Reduce -3.4%
LMT Lockheed Martin Corp.	0.18%	1,716	$802K	Reduce -7.7%
LIN Linde PLC	0.18%	1,808	$794K	Add +1.2%
TMO Thermo Fisher Scientific Inc.	0.18%	1,426	$788K	Add +1.6%
AMD Advanced Micro Devices	0.18%	4,749	$770K	Add +1.8%
MA Mastercard Inc. Class A	0.17%	1,731	$764K	Add +2.9%
INTU Intuit Inc.	0.17%	1,158	$761K	Add +2.8%
ADBE Adobe Inc.	0.16%	1,265	$703K	Reduce -4.8%
CVX Chevron Corp.	0.16%	4,460	$698K	Add +2.5%
XOM Exxon Mobil Corp.	0.15%	5,853	$674K	Add +13.6%
GE General Electric filed as GE AEROSPACE	0.15%	4,017	$639K	Add +0.9%
VOO Vanguard S&P 500 ETF	0.14%	1,234	$617K	Reduce -3.4%
XLV SS Health Care Select Sector	0.14%	4,109	$599K	Reduce -7.4%
CRM Salesforce Inc.	0.13%	2,267	$583K	Reduce -0.6%
TXN Texas Instruments Inc.	0.13%	2,813	$547K	Reduce -0.4%
CDNS Cadence Design SYS Inc.	0.12%	1,747	$538K	Add +9.1%
CAT Caterpillar Inc.	0.12%	1,575	$525K	Reduce -0.3%
RTX RTX Corp.	0.12%	5,102	$512K	Reduce -80.7%
APO Apollo Global Management Inc.	0.12%	4,294	$507K	New
DHR Danaher Corp.	0.12%	2,026	$506K	Add +2.7%
NEE Nextera Energy Inc.	0.12%	7,143	$506K	Add +1.4%
ETN Eaton Corp. PLC	0.11%	1,572	$493K	Add +1.3%
ABT Abbott Laboratories	0.11%	4,696	$488K	Add +0.4%
ELV Elevance Health Inc.	0.11%	862	$467K	Add +3.1%
AZO AutoZone Inc.	0.10%	152	$451K	No change
EFA iShares MSCI Eafe ETF	0.10%	5,745	$450K	Reduce -11.8%
SPGI S&P Global Inc.	0.10%	1,004	$448K	Add +2.3%
KMPR Kemper Corp.	0.10%	7,376	$438K	No change
VBK Van Morst SML-Cap Gro-Usd Inc.	0.10%	1,718	$430K	Add +12.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.10%	10,666	$424K	Add +5.2%
LOW Lowe's Cos Inc.	0.09%	1,841	$406K	Reduce -1.4%
XLY SS Consumer Disc Select Sect	0.09%	2,223	$405K	Reduce -3.6%
AMAT Applied Materials Inc.	0.09%	1,716	$405K	Add +1.5%
CSCO Cisco Systems Inc.	0.09%	8,387	$398K	Reduce -83.2%
VNQ Vanguard Real Estate ETF	0.09%	4,717	$395K	Reduce -89.9%
INTC Intel Corp.	0.09%	12,609	$391K	Reduce -5.8%
CEG Constellation Energy	0.09%	1,927	$386K	Reduce -0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.09%	2,226	$385K	Reduce -5.3%
QCOM Qualcomm Inc.	0.09%	1,916	$382K	Add +4.5%
BLK BlackRock Finance Inc.	0.09%	481	$379K	Add +1.5%
TGT Target Corp.	0.09%	2,521	$373K	Add +26.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.08%	1,502	$364K	Reduce -5.2%
VONG Vanguard Russell 1000 Growth	0.08%	3,773	$354K	No change
DGRW Wisdomtree U.S. Quality Divi	0.08%	4,530	$354K	Add +0.1%
ACT Enact Holdings Inc.	0.08%	11,288	$346K	No change
FDX FedEx Corp.	0.08%	1,128	$338K	Reduce -11.5%
REGN Regeneron Pharmaceuticals	0.08%	314	$330K	Add +1.6%
VZ Verizon Communications Inc.	0.08%	7,980	$329K	Add +3.5%
T AT&T Inc.	0.07%	16,848	$322K	Reduce -19.3%
CMCSA Comcast Corp. Class A	0.07%	8,188	$321K	Add +26.3%
ISRG Intuitive Surgical Inc.	0.07%	697	$310K	Add +2.8%
WFC Wells Fargo & Co.	0.07%	5,172	$307K	Add +5.5%
LRCX Lam Research Corp.	0.07%	282	$300K	Add +2.2%
PFE Pfizer Inc.	0.07%	10,710	$300K	Reduce -0.5%
MU Micron Technology Inc.	0.07%	2,258	$297K	Add +6.0%
IBB iShares Biotechnology ETF	0.07%	2,127	$292K	No change
GS Goldman Sachs Group Inc.	0.07%	644	$291K	Add +0.8%
DE Deere & Co.	0.07%	778	$291K	Reduce -1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.07%	2,884	$286K	Add +3.0%
NOW ServiceNow Inc.	0.07%	363	$286K	Reduce -9.3%
CME Cme Group Inc.	0.06%	1,427	$281K	Reduce -5.9%
SPG Simon Property Group Inc.	0.06%	1,840	$279K	Reduce -0.1%
CAVA Cava Group Inc.	0.06%	2,982	$277K	New
CSX CSX Corp.	0.06%	8,263	$276K	Add +2.1%
PCAR Paccar Inc.	0.06%	2,676	$275K	Add +0.1%
AXP American Express Co.	0.06%	1,154	$267K	Add +0.3%
VRTX Vertex Pharmaceuticals Inc.	0.06%	554	$260K	Add +2.4%
PNC PNC Financial Services Group	0.06%	1,664	$259K	Add +12.4%
ET Energy Transfer LP	0.06%	15,540	$252K	No change
UPS United Parcel Service Class B	0.06%	1,837	$251K	Reduce -41.2%
MCK McKesson Corp.	0.06%	426	$249K	Add +2.2%
WM Waste Management Inc.	0.06%	1,162	$248K	Add +4.1%
NI Nisource Inc.	0.06%	8,527	$246K	Add +0.5%
MDLZ Mondelez International Inc. Class A	0.06%	3,684	$241K	Add +0.3%
VIS Vanguard Industrials ETF	0.05%	1,000	$235K	No change
F Ford Motor Co. filed as FORD MTR CO DEL	0.05%	18,499	$232K	Reduce -10.9%
MO Altria Group Inc.	0.05%	5,062	$231K	Reduce -8.3%
PAYX Paychex Inc.	0.05%	1,935	$229K	Reduce -0.3%
ADI Analog Devices Inc.	0.05%	991	$226K	New
MCO Moody's Corp.	0.05%	537	$226K	Add +0.9%
TMUS T-Mobile US Inc.	0.05%	1,267	$223K	Add +2.9%
BKNG Booking Holdings Inc.	0.05%	56	$222K	Reduce -11.1%
PRU Prudential Financial Inc.	0.05%	1,850	$217K	Add +0.2%
CVS CVS Health Corp.	0.05%	3,668	$217K	Reduce -11.9%
MRSH Marsh & McLennan Cos	0.05%	1,026	$216K	Add +4.7%
PM Philip Morris International	0.05%	2,113	$214K	New
VBR Vngrd Mrngst SL-CP Val ETF-U	0.05%	1,173	$214K	Reduce -26.8%
BX Blackstone Inc.	0.05%	1,716	$212K	Add +3.9%
SNPS Synopsys Inc.	0.05%	356	$212K	New
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.05%	1,922	$212K	New
PDD PDD Holdings Inc.	0.05%	1,576	$210K	New
USMV iShares MSCI USA Min Vol Fac	0.05%	2,475	$208K	Reduce -9.7%
DLR Digital Realty Trust Inc.	0.05%	1,353	$206K	Reduce -3.0%
ZTS Zoetis Inc.	0.05%	1,180	$205K	Reduce -4.5%
FCX Freeport-McMoran Inc.	0.05%	4,189	$204K	New
VHT Vanguard Health Care ETF	0.05%	761	$202K	No change

Portfolio Sells Q1 2024 → Q2 2024


VNQ Vanguard Real Estate ETF	Reduce -89.9%	0.09%	−0.94
SR Spire Inc.	Reduce -18.0%	1.95%	−0.72
ITOT iShares Core S&P Total U.S.	Reduce -13.0%	2.86%	−0.68
IWM iShares Russell 2000 ETF	Reduce -48.0%	0.47%	−0.57
CSCO Cisco Systems Inc.	Reduce -83.2%	0.09%	−0.54
RTX RTX Corp.	Reduce -80.7%	0.12%	−0.54
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -17.4%	1.48%	−0.43
SDY SS SPDR S&P Dividend ETF	Reduce -1.4%	2.43%	−0.39
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -2.9%	2.23%	−0.36
MSFT Microsoft Corp.	Reduce -4.9%	3.01%	−0.30
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -3.6%	4.60%	−0.27
HD Home Depot Inc.	Reduce -1.1%	0.94%	−0.24
MRK Merck & Co. Inc.	Reduce -2.0%	0.78%	−0.16
SBUX Starbucks Corp.	Reduce -0.1%	0.50%	−0.15
ADP Automatic Data Processing	Reduce -3.5%	0.59%	−0.12
UNP Union Pacific Corp.	Reduce -0.3%	0.57%	−0.12
GD General Dynamics Corp.	Reduce -7.2%	0.62%	−0.10
EXAS Exact Sciences Corp.	Sold out	0.00%	−0.10
TSM Taiwan Semiconductor-SP ADR	Reduce -22.8%	0.65%	−0.08
PG The Procter & Gamble Co.	Reduce -8.1%	0.43%	−0.08
IVV iShares Core S&P 500 ETF	Reduce -9.9%	0.41%	−0.08
IWF iShares Russell 1000 Growth	Reduce -0.1%	2.72%	−0.07
UNH Unitedhealth Group Inc.	Reduce -1.1%	0.75%	−0.07
INTC Intel Corp.	Reduce -5.8%	0.09%	−0.06
UPS United Parcel Service Class B	Reduce -41.2%	0.06%	−0.06
NSC Norfolk Southern Corp.	Sold out	0.00%	−0.06
ACGL Arch Capital Group Ltd.	Sold out	0.00%	−0.06
MNST Monster Beverage Corp.	Sold out	0.00%	−0.06
PAYC Paycom Software Inc.	Sold out	0.00%	−0.06
ORCL Oracle Corp.	Reduce -8.1%	0.76%	−0.06
DHI D.R. Horton Inc.	Sold out	0.00%	−0.06
SHW The Sherwin-Williams Co.	Sold out	0.00%	−0.05
BA The Boeing Co.	Sold out	0.00%	−0.05
DOW Dow Inc.	Sold out	0.00%	−0.05
URI United Rentals Inc.	Sold out	0.00%	−0.05
L Loews Corp.	Sold out	0.00%	−0.05
PLD Prologis Inc.	Sold out	0.00%	−0.05
ITM Vaneck Intermediate Muni ETF	Sold out	0.00%	−0.05
DVY iShares Select Dividend ETF	Reduce -5.7%	0.22%	−0.04
CRM Salesforce Inc.	Reduce -0.6%	0.13%	−0.04
ABBV Abbvie Inc.	Reduce -0.0%	0.22%	−0.04
SCHB Schwab US Broad Market ETF	Reduce -1.3%	0.40%	−0.04
CVS CVS Health Corp.	Reduce -11.9%	0.05%	−0.03
LMT Lockheed Martin Corp.	Reduce -7.7%	0.18%	−0.03
XLV SS Health Care Select Sector	Reduce -7.4%	0.14%	−0.03
EFA iShares MSCI Eafe ETF	Reduce -11.8%	0.10%	−0.03
VBR Vngrd Mrngst SL-CP Val ETF-U	Reduce -26.8%	0.05%	−0.03
HUDSON PAC PPTYS INC	Sold out	0.00%	−0.03
LOW Lowe's Cos Inc.	Reduce -1.4%	0.09%	−0.03
CAT Caterpillar Inc.	Reduce -0.3%	0.12%	−0.03

Portfolio Buys Q1 2024 → Q2 2024


ITW Illinois Tool Works	Add +1.4%	5.43%	+4.76
JAAA Janus Henderson Aaa Clo ETF	New	1.21%	+1.21
FISV Fiserv Inc.	Add +1.4%	0.79%	+0.70
CB Chubb Ltd.	Add +1.5%	0.72%	+0.64
ALL Allstate Corp.	Add +0.9%	0.63%	+0.56
BND Vanguard Total Bond Market	Add +28.3%	4.16%	+0.53
NVO Novo-Nordisk A/S-Spons ADR	New	0.53%	+0.53
NVDA Nvidia Corp.	Add +3.6%	2.34%	+0.51
IEFA iShares Core MSCI Eafe ETF	Add +28.7%	4.26%	+0.51
PR Permian Resources Corp. Class A	Add +0.1%	0.47%	+0.42
JNJ Johnson & Johnson	Add +202.3%	0.60%	+0.36
TSLA Tesla Inc.	Add +10.6%	1.58%	+0.17
DGRO iShares Core Dividend Growth	Add +16.8%	2.92%	+0.12
APO Apollo Global Management Inc.	New	0.12%	+0.12
GOOGL Alphabet Inc. Class A	Add +1.3%	0.97%	+0.09
GOOG Alphabet Inc. Class C	Add +1.7%	0.75%	+0.07
CAVA Cava Group Inc.	New	0.06%	+0.06
AVGO Broadcom Inc.	Add +4.0%	0.48%	+0.06
ADI Analog Devices Inc.	New	0.05%	+0.05
PM Philip Morris International	New	0.05%	+0.05
SNPS Synopsys Inc.	New	0.05%	+0.05
TJX TJX Companies Inc.	New	0.05%	+0.05
PDD PDD Holdings Inc.	New	0.05%	+0.05
FCX Freeport-McMoran Inc.	New	0.05%	+0.05
LLY Eli Lilly & Co.	Add +2.1%	0.54%	+0.04
AMGN Amgen Inc.	Add +6.4%	0.65%	+0.03
VTI VG Morningstar TS MKT ETF-US	Add +8.1%	11.18%	+0.03
APD Air Products & Chemicals Inc.	Add +9.5%	0.55%	+0.03
VGT Vanguard Info Tech ETF	Add +7.8%	0.36%	+0.02
COST Costco Wholesale Corp.	Add +1.6%	0.33%	+0.02
NFLX Netflix Inc.	Add +6.6%	0.21%	+0.01
QCOM Qualcomm Inc.	Add +4.5%	0.09%	+0.01
WMT Walmart Inc.	Add +0.9%	0.26%	+0.01
MU Micron Technology Inc.	Add +6.0%	0.07%	+0.00
AMAT Applied Materials Inc.	Add +1.5%	0.09%	+0.00
ISRG Intuitive Surgical Inc.	Add +2.8%	0.07%	+0.00
XOM Exxon Mobil Corp.	Add +13.6%	0.15%	+0.00
INFY Infosys Ltd.-SP ADR	Add +7.3%	0.53%	+0.00
CMCSA Comcast Corp. Class A	Add +26.3%	0.07%	+0.00
VRTX Vertex Pharmaceuticals Inc.	Add +2.4%	0.06%	+0.00
NEE Nextera Energy Inc.	Add +1.4%	0.12%	+0.00
LRCX Lam Research Corp.	Add +2.2%	0.07%	+0.00
MCK McKesson Corp.	Add +2.2%	0.06%	+0.00
REGN Regeneron Pharmaceuticals	Add +1.6%	0.08%	0.00
TMUS T-Mobile US Inc.	Add +2.9%	0.05%	0.00
BAC Bank of America Corp.	Add +5.2%	0.10%	−0.00
GS Goldman Sachs Group Inc.	Add +0.8%	0.07%	−0.00
MCO Moody's Corp.	Add +0.9%	0.05%	−0.00
PNC PNC Financial Services Group	Add +12.4%	0.06%	−0.00
MRSH Marsh & McLennan Cos	Add +4.7%	0.05%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	221	$540.1M	VTI, AAPL, IEFA, DGRO, SDY
Q1 2026	198	$490.3M	VTI, IEFA, AAPL, BND, DGRO
Q4 2025	192	$507.2M	VTI, IEFA, AAPL, DGRO, BND
Q3 2025	190	$499.2M	VTI, IEFA, AAPL, DGRO, BND
Q1 2025	177	$423.6M	VTI, IEFA, AAPL, BND, DGRO
Q4 2024Amended	180	$445.6M	VTI, IEFA, AAPL, VUG, DGRO
Q3 2024	179	$435.6M	VTI, AAPL, IEFA, VUG, BND
Q2 2024	163	$436.8M	VTI, ITW, AAPL, VUG, IEFA
Q1 2024	170	$393.5M	VTI, ACN, VUG, AAPL, IEFA