StockDriftsStockDriftsTop 50 Regentatlantic Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.19% | 1.14M | $374K | new | — | 2022-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 9.23% | 10.97M | $309K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 4% | 966.7K | $134K | new | — | 2022-09-30 | |
| VNQ | VANGUARD INDEX FDS | 3.59% | 1.50M | $120K | new | — | 2022-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.46% | 3.18M | $116K | new | — | 2022-09-30 | |
| IEMG | ISHARES INC | 3.29% | 2.56M | $110K | new | — | 2022-09-30 | |
| RPV | INVESCO EXCHANGE TRADED FD T | 3.04% | 1.46M | $102K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 2.82% | 404.1K | $94K | new | — | 2022-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.56% | 1.29M | $86K | new | — | 2022-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.91% | 298.0K | $64K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Regentatlantic Capital Llc reports $3.34M in US-listed equity holdings across 666 positions in its most recent 13F filing. Its largest disclosed positions are VOO (11.2%), SCHF (9.2%) and AAPL (4.0%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Regentatlantic Capital Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1217758). View Regentatlantic Capital Llc’s 13F filings on SEC