0001606587-20-000459.txt : 20200427 0001606587-20-000459.hdr.sgml : 20200427 20200427103512 ACCESSION NUMBER: 0001606587-20-000459 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200427 DATE AS OF CHANGE: 20200427 EFFECTIVENESS DATE: 20200427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Regent Peak Wealth Advisors LLC CENTRAL INDEX KEY: 0001803329 IRS NUMBER: 834638642 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20102 FILM NUMBER: 20817762 BUSINESS ADDRESS: STREET 1: 3280 PEACHTREE RD NE STREET 2: 7TH FLOOR CITY: ATLANTA STATE: GA ZIP: 30305 BUSINESS PHONE: 470-867-3550 MAIL ADDRESS: STREET 1: 3280 PEACHTREE RD NE STREET 2: 7TH FLOOR CITY: ATLANTA STATE: GA ZIP: 30305 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803329 XXXXXXXX 03-31-2020 03-31-2020 false Regent Peak Wealth Advisors LLC

3280 Peachtree Rd NE 7th Floor Atlanta GA 30305

13F HOLDINGS REPORT 028-20102 N Carmen Laster 470-867-3552 Carmen Laster Atlanta GA 04-22-2020 0 110 179676 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 3591 1842 SH SOLE NONE 1842 0 0 STARBUCKS CORP COM COM 855244109 1004 15277 SH SOLE NONE 15277 0 0 ISHARES COMEX GOLD TRUST ISHARES 464285105 3885 257803 SH SOLE NONE 257803 0 0 JOHNSON & JOHNSON COM COM 478160104 2084 15895 SH SOLE NONE 15895 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 18255 141615 SH SOLE NONE 141615 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 235 827 SH SOLE NONE 827 0 0 PROCTER & GAMBLE CO COM COM 742718109 1535 13955 SH SOLE NONE 13955 0 0 COCA COLA CO COM COM 191216100 2242 50687 SH SOLE NONE 50687 0 0 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 2514 35998 SH SOLE NONE 35998 0 0 INTEL CORP COM COM 458140100 636 11752 SH SOLE NONE 11752 0 0 CME GROUP INC COM COM 12572Q105 309 1787 SH SOLE NONE 1787 0 0 MEDTRONIC PLC SHS SHS G5960L103 983 10905 SH SOLE NONE 10905 0 0 NETFLIX INC COM COM 64110L106 318 848 SH SOLE NONE 848 0 0 SPDR DOW JONES GLOBAL REAL ESTATE ETF DJ GLB RL ES ETF 78463X749 244 6780 SH SOLE NONE 6780 0 0 MERCK & CO. INC COM COM 58933Y105 1544 20074 SH SOLE NONE 20074 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 2874 11151 SH SOLE NONE 11151 0 0 MASTERCARD INC CL A CL A 57636Q104 244 1014 SH SOLE NONE 1014 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 929 6541 SH SOLE NONE 6541 0 0 ALLSTATE CORP COM COM 020002101 707 7710 SH SOLE NONE 7710 0 0 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 309 2622 SH SOLE NONE 2622 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 670 12479 SH SOLE NONE 12479 0 0 PEPSICO INC COM COM 713448108 444 3702 SH SOLE NONE 3702 0 0 KIMBERLY CLARK CORP COM COM 494368103 206 1612 SH SOLE NONE 1612 0 0 HONEYWELL INTL INC COM COM 438516106 1060 7928 SH SOLE NONE 7928 0 0 FORD MTR CO DEL COM COM 345370860 88 18344 SH SOLE NONE 18344 0 0 HOME DEPOT INC COM COM 437076102 1601 8580 SH SOLE NONE 8580 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 1072 7846 SH SOLE NONE 7846 0 0 INFOSYS LTD SPONSORED ADR SPONSORED ADR 456788108 880 107286 SH SOLE NONE 107286 0 0 SOUTHERN CO COM COM 842587107 280 5187 SH SOLE NONE 5187 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 5154 34212 SH SOLE NONE 34212 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 770 4214 SH SOLE NONE 4214 0 0 ADOBE INC COM COM 00724F101 302 952 SH SOLE NONE 952 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 957 824 SH SOLE NONE 824 0 0 PROGRESSIVE CORP OHIO COM COM 743315103 1245 16863 SH SOLE NONE 16863 0 0 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 976 19317 SH SOLE NONE 19317 0 0 MICROSOFT CORP COM COM 594918104 3203 20312 SH SOLE NONE 20312 0 0 CVS HEALTH CORP COM COM 126650100 202 3412 SH SOLE NONE 3412 0 0 BERKSHIRE HATHAWAY INC DEL CL A CL A 084670108 544 2 SH SOLE NONE 2 0 0 VANGUARD MID-CAP INDEX FUND MID CAP ETF 922908629 396 3008 SH SOLE NONE 3008 0 0 NEXTERA ENERGY INC COM COM 65339F101 334 1388 SH SOLE NONE 1388 0 0 SCHWAB SHORT-TERM U.S. TREASURY ETF SHT TM US TRES 808524862 369 7140 SH SOLE NONE 7140 0 0 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 478 2260 SH SOLE NONE 2260 0 0 LILLY ELI & CO COM COM 532457108 1302 9390 SH SOLE NONE 9390 0 0 AIR PRODS & CHEMS INC COM COM 009158106 1021 5119 SH SOLE NONE 5119 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 202 1772 SH SOLE NONE 1772 0 0 STATE AUTO FINL CORP COM COM 855707105 1363 49064 SH SOLE NONE 49064 0 0 KEMPER CORP DEL COM COM 488401100 1376 18511 SH SOLE NONE 18511 0 0 VISA INC COM CL A COM CL A 92826C839 548 3405 SH SOLE NONE 3405 0 0 VANGUARD SMALL-CAP GROWTH INDEX FUND SML CP GRW ETF 922908595 397 2644 SH SOLE NONE 2644 0 0 VANGUARD VALUE INDEX FUND VALUE ETF 922908744 5546 62283 SH SOLE NONE 62283 0 0 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 8223 52485 SH SOLE NONE 52485 0 0 SPIRE INC COM COM 84857L101 11187 150210 SH SOLE NONE 150210 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 227 1046 SH SOLE NONE 1046 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 13846 242023 SH SOLE NONE 242023 0 0 FACEBOOK INC CL A CL A 30303M102 502 3011 SH SOLE NONE 3011 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 7159 143499 SH SOLE NONE 143499 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2747 16832 SH SOLE NONE 16832 0 0 KROGER CO COM COM 501044101 305 10152 SH SOLE NONE 10152 0 0 NVIDIA CORP COM COM 67066G104 325 1236 SH SOLE NONE 1236 0 0 ABBVIE INC COM COM 00287Y109 326 4291 SH SOLE NONE 4291 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 2323 57408 SH SOLE NONE 57408 0 0 RAYTHEON CO COM NEW COM NEW 755111507 678 5172 SH SOLE NONE 5172 0 0 GENERAL DYNAMICS CORP COM COM 369550108 937 7083 SH SOLE NONE 7083 0 0 MCDONALDS CORP COM COM 580135101 1306 7898 SH SOLE NONE 7898 0 0 CISCO SYS INC COM COM 17275R102 1337 34012 SH SOLE NONE 34012 0 0 AT&T INC COM COM 00206R102 392 13456 SH SOLE NONE 13456 0 0 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INTERMED TERM 921937819 1120 12545 SH SOLE NONE 12545 0 0 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND NASDAQ BIOTECH 464287556 202 1879 SH SOLE NONE 1879 0 0 GENERAL ELECTRIC CO COM COM 369604103 195 24643 SH SOLE NONE 24643 0 0 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND SBI CONS DISCR 81369Y407 256 2616 SH SOLE NONE 2616 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 746 2887 SH SOLE NONE 2887 0 0 UNION PAC CORP COM COM 907818108 1024 7262 SH SOLE NONE 7262 0 0 ISHARES MBS ETF MBS ETF 464288588 1059 9596 SH SOLE NONE 9596 0 0 SALESFORCE COM INC COM COM 79466L302 229 1594 SH SOLE NONE 1594 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 247 872 SH SOLE NONE 872 0 0 LOCKHEED MARTIN CORP COM COM 539830109 1465 4324 SH SOLE NONE 4324 0 0 JPMORGAN CHASE & CO COM COM 46625H100 450 5002 SH SOLE NONE 5002 0 0 CHEVRON CORP NEW COM COM 166764100 300 4154 SH SOLE NONE 4154 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 269 2385 SH SOLE NONE 2385 0 0 DANAHER CORPORATION COM COM 235851102 205 1485 SH SOLE NONE 1485 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 7269 91023 SH SOLE NONE 91023 0 0 WALMART INC COM COM 931142103 394 3468 SH SOLE NONE 3468 0 0 INTERNATIONAL BUSINESS MACHS COM COM 459200101 282 2546 SH SOLE NONE 2546 0 0 TEXAS INSTRS INC COM COM 882508104 1043 10443 SH SOLE NONE 10443 0 0 PFIZER INC COM COM 717081103 202 6192 SH SOLE NONE 6192 0 0 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 558 4522 SH SOLE NONE 4522 0 0 3M CO COM COM 88579Y101 1032 7561 SH SOLE NONE 7561 0 0 GILEAD SCIENCES INC COM COM 375558103 355 4749 SH SOLE NONE 4749 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 711 612 SH SOLE NONE 612 0 0 AMGEN INC COM COM 031162100 1238 6109 SH SOLE NONE 6109 0 0 INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 224 9380 SH SOLE NONE 9380 0 0 FRANKLIN RESOURCES INC COM COM 354613101 711 42615 SH SOLE NONE 42615 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 12635 109518 SH SOLE NONE 109518 0 0 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 3114 95560 SH SOLE NONE 95560 0 0 INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF NATL AMT MUNI 46138E537 295 11472 SH SOLE NONE 11472 0 0 ISHARES CORE TOTAL USD BOND MARKET ETF CORE TOTAL USD 46434V613 709 13523 SH SOLE NONE 13523 0 0 DELTA AIR LINES INC DEL COM NEW COM NEW 247361702 409 14360 SH SOLE NONE 14360 0 0 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 746 9088 SH SOLE NONE 9088 0 0 BRISTOL-MYERS SQUIBB CO COM COM 110122108 287 5165 SH SOLE NONE 5165 0 0 ALTRIA GROUP INC COM COM 02209S103 209 5419 SH SOLE NONE 5419 0 0 DOMINION ENERGY INC COM COM 25746U109 201 2789 SH SOLE NONE 2789 0 0 EXXON MOBIL CORP COM COM 30231G102 562 14819 SH SOLE NONE 14819 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 405 1624 SH SOLE NONE 1624 0 0 VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETF AMT FREE INT ETF 92189H201 839 17087 SH SOLE NONE 17087 0 0 CROWN CASTLE INTL CORP NEW COM COM 22822V101 248 1724 SH SOLE NONE 1724 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 887 16596 SH SOLE NONE 16596 0 0 APPLE INC COM COM 037833100 6010 23637 SH SOLE NONE 23637 0 0 ABBOTT LABS COM COM 002824100 272 3458 SH SOLE NONE 3458 0 0 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 391 4051 SH SOLE NONE 4051 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 423 4270 SH SOLE NONE 4270 0 0