$146 Million is the total value of Regal Wealth Group, Inc.'s 167 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $18,883,000 | +111.6% | 106,580 | +94.2% | 12.92% | +36.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $17,811,000 | +115.9% | 153,751 | +105.2% | 12.19% | +38.7% |
| BA | Sell | BOEING CO | $10,326,000 | +9.3% | 27,766 | -1.4% | 7.07% | -29.7% |
| USMV | Buy | ISHARES TRmin vol usa etf | $9,402,000 | +71.7% | 164,826 | +60.1% | 6.43% | +10.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,386,000 | +10.5% | 32,062 | +3.0% | 6.42% | -29.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $8,838,000 | +136.6% | 76,902 | +135.9% | 6.05% | +52.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $8,776,000 | +76.9% | 82,160 | +68.8% | 6.00% | +13.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $8,212,000 | +174.8% | 77,824 | +176.9% | 5.62% | +76.6% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $5,821,000 | +11.3% | 31,040 | -1.4% | 3.98% | -28.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,023,000 | +163.5% | 58,110 | +159.4% | 3.44% | +69.4% |
| COL | Buy | ROCKWELL COLLINS INC | $4,830,000 | +4.8% | 34,381 | +0.5% | 3.30% | -32.6% |
| MTUM | Buy | ISHARES TRusa momentum fct | $4,723,000 | +776.3% | 39,686 | +708.1% | 3.23% | +463.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,750,000 | +99.3% | 42,986 | +90.7% | 2.57% | +28.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $3,344,000 | +165.0% | 71,021 | +162.4% | 2.29% | +70.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,311,000 | +5.8% | 21,228 | -2.5% | 2.27% | -32.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,757,000 | +3.2% | 21,776 | -1.0% | 1.89% | -33.6% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,750,000 | +6.4% | 10,823 | +0.0% | 1.20% | -31.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,736,000 | +2.9% | 10,300 | -0.0% | 1.19% | -33.9% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,724,000 | +4.2% | 10,500 | 0.0% | 1.18% | -33.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,556,000 | +6.6% | 10,400 | 0.0% | 1.06% | -31.5% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $1,340,000 | -6.0% | 14,770 | +0.1% | 0.92% | -39.6% |
| MSFT | Buy | MICROSOFT CORP | $1,218,000 | +16.0% | 10,647 | +0.0% | 0.83% | -25.5% |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,024,000 | +4.4% | 6,300 | 0.0% | 0.70% | -32.9% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $543,000 | +5.2% | 2,526 | +0.1% | 0.37% | -32.2% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $481,000 | +1.1% | 3,615 | +0.2% | 0.33% | -35.1% |
| EUSA | Buy | ISHARES INCmsci equal weite | $413,000 | +4.6% | 7,009 | +0.0% | 0.28% | -32.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $397,000 | -0.3% | 4,922 | +0.7% | 0.27% | -35.8% |
| MRK | MERCK & CO INC | $388,000 | +16.9% | 5,472 | 0.0% | 0.26% | -24.9% | |
| AAPL | APPLE INC | $380,000 | +21.8% | 1,684 | 0.0% | 0.26% | -21.7% | |
| EIX | Sell | EDISON INTL | $369,000 | +7.0% | 5,446 | -0.0% | 0.25% | -31.3% |
| MCD | MCDONALDS CORP | $367,000 | +7.0% | 2,192 | 0.0% | 0.25% | -31.2% | |
| INTC | Sell | INTEL CORP | $356,000 | -23.3% | 7,536 | -19.3% | 0.24% | -50.6% |
| EXC | Buy | EXELON CORP | $290,000 | +3.2% | 6,651 | +0.7% | 0.20% | -33.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $253,000 | +7.7% | 868 | +0.3% | 0.17% | -30.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $248,000 | +416.7% | 3,715 | +380.6% | 0.17% | +233.3% |
| FQAL | Sell | FIDELITYqlty fctor etf | $244,000 | +0.4% | 7,050 | -6.1% | 0.17% | -35.5% |
| T | Buy | AT&T INC | $242,000 | +4.8% | 7,212 | +0.3% | 0.17% | -32.5% |
| FB | FACEBOOK INCcl a | $224,000 | -15.5% | 1,365 | 0.0% | 0.15% | -45.7% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $219,000 | +4.3% | 1,660 | +0.3% | 0.15% | -33.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $212,000 | +8.7% | 795 | +0.3% | 0.14% | -30.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $202,000 | +6.9% | 3,783 | +0.5% | 0.14% | -31.3% |
| DVY | Sell | ISHARES TRselect divid etf | $185,000 | -36.0% | 1,853 | -37.3% | 0.13% | -58.8% |
| ALL | ALLSTATE CORP | $184,000 | +8.2% | 1,860 | 0.0% | 0.13% | -30.4% | |
| PG | PROCTER AND GAMBLE CO | $183,000 | +6.4% | 2,203 | 0.0% | 0.12% | -31.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $180,000 | +14.6% | 841 | 0.0% | 0.12% | -26.3% | |
| ESE | Buy | ESCO TECHNOLOGIES INC | $162,000 | +18.2% | 2,384 | +0.1% | 0.11% | -24.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $152,000 | -37.4% | 755 | -39.5% | 0.10% | -59.8% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $151,000 | +2.0% | 2,073 | -0.0% | 0.10% | -34.8% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $140,000 | +0.7% | 2,944 | -0.0% | 0.10% | -35.1% |
| ACWV | Sell | ISHARES INCmin vol gbl etf | $131,000 | +0.8% | 1,486 | -5.2% | 0.09% | -34.8% |
| PX | Buy | PRAXAIR INC | $116,000 | +2.7% | 720 | +0.4% | 0.08% | -34.2% |
| CATY | CATHAY GEN BANCORP | $115,000 | +1.8% | 2,784 | 0.0% | 0.08% | -34.2% | |
| COST | Sell | COSTCO WHSL CORP NEW | $112,000 | +12.0% | 476 | -0.2% | 0.08% | -27.4% |
| LMT | LOCKHEED MARTIN CORP | $107,000 | +17.6% | 308 | 0.0% | 0.07% | -24.7% | |
| BAC | Buy | BANK AMER CORP | $105,000 | +5.0% | 3,555 | +0.0% | 0.07% | -32.1% |
| ORCL | ORACLE CORP | $105,000 | +16.7% | 2,038 | 0.0% | 0.07% | -25.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $102,000 | +1.0% | 1,503 | -0.1% | 0.07% | -35.2% |
| DIS | Buy | DISNEY WALT CO | $97,000 | +12.8% | 825 | +0.4% | 0.07% | -28.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $94,000 | +3.3% | 295 | +0.3% | 0.06% | -34.0% |
| ES | Buy | EVERSOURCE ENERGY | $88,000 | +4.8% | 1,439 | +0.8% | 0.06% | -32.6% |
| EEM | ISHARES TRmsci emg mkt etf | $79,000 | 0.0% | 1,833 | 0.0% | 0.05% | -35.7% | |
| MTOR | Buy | MERITOR INC | $79,000 | +9.7% | 4,055 | +15.7% | 0.05% | -29.9% |
| CVX | Buy | CHEVRON CORP NEW | $73,000 | -2.7% | 597 | +0.8% | 0.05% | -37.5% |
| MS | MORGAN STANLEY | $73,000 | -1.4% | 1,568 | 0.0% | 0.05% | -36.7% | |
| PYPL | PAYPAL HLDGS INC | $72,000 | +5.9% | 819 | 0.0% | 0.05% | -31.9% | |
| ESRX | EXPRESS SCRIPTS HLDG CO | $72,000 | +24.1% | 756 | 0.0% | 0.05% | -21.0% | |
| GE | Buy | GENERAL ELECTRIC CO | $71,000 | -16.5% | 6,307 | +0.7% | 0.05% | -46.2% |
| SJM | Sell | SMUCKER J M CO | $64,000 | -4.5% | 623 | -0.2% | 0.04% | -38.0% |
| V | VISA INC | $65,000 | +12.1% | 435 | 0.0% | 0.04% | -29.0% | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $61,000 | -9.0% | 2,811 | +1.9% | 0.04% | -40.8% |
| DFS | DISCOVER FINL SVCS | $60,000 | +9.1% | 784 | 0.0% | 0.04% | -30.5% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $58,000 | +56.8% | 350 | +75.0% | 0.04% | +2.6% |
| IWR | Buy | ISHARES TRrus mid cap etf | $57,000 | +3.6% | 258 | +0.4% | 0.04% | -33.9% |
| APD | AIR PRODS & CHEMS INC | $55,000 | +5.8% | 331 | 0.0% | 0.04% | -30.9% | |
| SLQD | ISHARES TR0-5yr invt gr cp | $46,000 | 0.0% | 928 | 0.0% | 0.03% | -36.7% | |
| JNJ | JOHNSON & JOHNSON | $46,000 | +12.2% | 336 | 0.0% | 0.03% | -29.5% | |
| TSLA | TESLA INC | $42,000 | -22.2% | 158 | 0.0% | 0.03% | -49.1% | |
| NFLX | NETFLIX INC | $43,000 | -4.4% | 114 | 0.0% | 0.03% | -39.6% | |
| F | Buy | FORD MTR CO DEL | $43,000 | -14.0% | 4,606 | +1.3% | 0.03% | -45.3% |
| IAGG | Sell | ISHARES TRcore intl aggr | $43,000 | -2.3% | 814 | -3.1% | 0.03% | -38.3% |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $36,000 | +5.9% | 1,004 | +0.8% | 0.02% | -30.6% |
| MNST | MONSTER BEVERAGE CORP NEW | $35,000 | +2.9% | 600 | 0.0% | 0.02% | -33.3% | |
| LOW | LOWES COS INC | $35,000 | +20.7% | 308 | 0.0% | 0.02% | -22.6% | |
| INDY | ISHARES TRindia 50 etf | $35,000 | -2.8% | 1,027 | 0.0% | 0.02% | -36.8% | |
| AABA | ALTABA INC | $34,000 | -8.1% | 500 | 0.0% | 0.02% | -41.0% | |
| NKE | NIKE INCcl b | $34,000 | +6.2% | 400 | 0.0% | 0.02% | -32.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $34,000 | +6.2% | 28 | 0.0% | 0.02% | -32.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $33,000 | +17.9% | 134 | 0.0% | 0.02% | -23.3% | |
| HON | HONEYWELL INTL INC | $29,000 | +16.0% | 175 | 0.0% | 0.02% | -25.9% | |
| QCOM | QUALCOMM INC | $28,000 | +27.3% | 389 | 0.0% | 0.02% | -17.4% | |
| JPM | JPMORGAN CHASE & CO | $28,000 | +7.7% | 252 | 0.0% | 0.02% | -32.1% | |
| DWDP | Sell | DOWDUPONT INC | $26,000 | 0.0% | 397 | -0.3% | 0.02% | -35.7% |
| SLV | ISHARES SILVER TRUSTishares | $26,000 | -7.1% | 1,876 | 0.0% | 0.02% | -40.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $27,000 | +8.0% | 176 | 0.0% | 0.02% | -33.3% | |
| EBAY | EBAY INC | $27,000 | -10.0% | 819 | 0.0% | 0.02% | -43.8% | |
| KHC | KRAFT HEINZ CO | $25,000 | -13.8% | 462 | 0.0% | 0.02% | -45.2% | |
| CLGX | CORELOGIC INC | $25,000 | -3.8% | 500 | 0.0% | 0.02% | -39.3% | |
| GOOG | ALPHABET INCcap stk cl c | $23,000 | +9.5% | 19 | 0.0% | 0.02% | -27.3% | |
| OXY | OCCIDENTAL PETE CORP DEL | $23,000 | 0.0% | 277 | 0.0% | 0.02% | -33.3% | |
| HPQ | Buy | HP INC | $22,000 | +15.8% | 860 | +0.1% | 0.02% | -25.0% |
| AXP | AMERICAN EXPRESS CO | $20,000 | +5.3% | 191 | 0.0% | 0.01% | -30.0% | |
| NTNX | NUTANIX INCcl a | $21,000 | -19.2% | 500 | 0.0% | 0.01% | -50.0% | |
| PRU | PRUDENTIAL FINL INC | $19,000 | +5.6% | 188 | 0.0% | 0.01% | -31.6% | |
| AMT | AMERICAN TOWER CORP NEW | $18,000 | 0.0% | 124 | 0.0% | 0.01% | -36.8% | |
| TRV | TRAVELERS COMPANIES INC | $18,000 | +5.9% | 140 | 0.0% | 0.01% | -33.3% | |
| IYR | ISHARES TRu.s. real es etf | $18,000 | 0.0% | 226 | 0.0% | 0.01% | -36.8% | |
| VAC | Sell | MARRIOTT VACATIONS WRLDWDE C | $18,000 | 0.0% | 162 | -0.6% | 0.01% | -36.8% |
| BKR | Buy | BAKER HUGHES A GE COcl a | $15,000 | +7.1% | 429 | +0.5% | 0.01% | -33.3% |
| DUK | DUKE ENERGY CORP NEW | $15,000 | 0.0% | 193 | 0.0% | 0.01% | -37.5% | |
| INDA | Sell | ISHARES TRmsci india etf | $14,000 | 0.0% | 433 | -0.2% | 0.01% | -33.3% |
| GLD | SPDR GOLD TRUST | $15,000 | -6.2% | 135 | 0.0% | 0.01% | -41.2% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $14,000 | +7.7% | 865 | +0.1% | 0.01% | -28.6% |
| TWTR | TWITTER INC | $14,000 | -36.4% | 500 | 0.0% | 0.01% | -56.5% | |
| HST | Buy | HOST HOTELS & RESORTS INC | $14,000 | +7.7% | 644 | +0.8% | 0.01% | -28.6% |
| PEP | PEPSICO INC | $13,000 | +8.3% | 113 | 0.0% | 0.01% | -30.8% | |
| BKNG | BOOKING HLDGS INC | $12,000 | 0.0% | 6 | 0.0% | 0.01% | -38.5% | |
| HII | HUNTINGTON INGALLS INDS INC | $12,000 | +20.0% | 46 | 0.0% | 0.01% | -27.3% | |
| MO | ALTRIA GROUP INC | $12,000 | +9.1% | 202 | 0.0% | 0.01% | -33.3% | |
| XOM | EXXON MOBIL CORP | $11,000 | +10.0% | 126 | 0.0% | 0.01% | -27.3% | |
| PM | PHILIP MORRIS INTL INC | $10,000 | 0.0% | 120 | 0.0% | 0.01% | -36.4% | |
| SQ | SQUARE INCcl a | $10,000 | +66.7% | 100 | 0.0% | 0.01% | +16.7% | |
| AFIN | New | AMERICAN FIN TR INC | $9,000 | – | 577 | +100.0% | 0.01% | – |
| HD | HOME DEPOT INC | $9,000 | +12.5% | 43 | 0.0% | 0.01% | -33.3% | |
| DXC | DXC TECHNOLOGY CO | $7,000 | +16.7% | 73 | 0.0% | 0.01% | -16.7% | |
| HDV | ISHARES TRcore high dv etf | $8,000 | 0.0% | 89 | 0.0% | 0.01% | -44.4% | |
| CMCSA | COMCAST CORP NEWcl a | $7,000 | 0.0% | 208 | 0.0% | 0.01% | -28.6% | |
| IEFA | ISHARES TRcore msci eafe | $7,000 | 0.0% | 104 | 0.0% | 0.01% | -28.6% | |
| JD | JD COM INCspon adr cl a | $8,000 | -33.3% | 300 | 0.0% | 0.01% | -61.5% | |
| ROKU | ROKU INC | $8,000 | +60.0% | 110 | 0.0% | 0.01% | 0.0% | |
| MMM | 3M CO | $7,000 | 0.0% | 34 | 0.0% | 0.01% | -28.6% | |
| GIS | GENERAL MLS INC | $6,000 | 0.0% | 144 | 0.0% | 0.00% | -33.3% | |
| VSM | Sell | VERSUM MATLS INC | $6,000 | 0.0% | 172 | -0.6% | 0.00% | -33.3% |
| UNP | UNION PAC CORP | $6,000 | +20.0% | 36 | 0.0% | 0.00% | -20.0% | |
| SBUX | STARBUCKS CORP | $5,000 | +25.0% | 89 | 0.0% | 0.00% | -25.0% | |
| AMZN | AMAZON COM INC | $4,000 | +33.3% | 2 | 0.0% | 0.00% | 0.0% | |
| TRP | Buy | TRANSCANADA CORP | $5,000 | -16.7% | 129 | +0.8% | 0.00% | -50.0% |
| GS | GOLDMAN SACHS GROUP INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | -40.0% | |
| WM | WASTE MGMT INC DEL | $5,000 | +25.0% | 50 | 0.0% | 0.00% | -25.0% | |
| CSCO | CISCO SYS INC | $5,000 | +25.0% | 103 | 0.0% | 0.00% | -25.0% | |
| C | CITIGROUP INC | $5,000 | +25.0% | 63 | 0.0% | 0.00% | -25.0% | |
| CLNE | CLEAN ENERGY FUELS CORP | $4,000 | -33.3% | 1,500 | 0.0% | 0.00% | -50.0% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $4,000 | +33.3% | 81 | -1.2% | 0.00% | 0.0% |
| DVMT | DELL TECHNOLOGIES INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% | |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $3,000 | 0.0% | 101 | -1.0% | 0.00% | -33.3% |
| CAT | CATERPILLAR INC DEL | $3,000 | 0.0% | 21 | 0.0% | 0.00% | -33.3% | |
| ETP | Buy | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $3,000 | +50.0% | 133 | +2.3% | 0.00% | 0.0% |
| IYH | ISHARES TRus hlthcare etf | $3,000 | +50.0% | 13 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MFGP | Buy | MICRO FOCUS INTERNATIONAL PLspon adr new | $2,000 | 0.0% | 118 | +0.9% | 0.00% | -50.0% |
| CRZO | CARRIZO OIL & GAS INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | CENTURYLINK INC | $2,000 | 0.0% | 112 | +1.8% | 0.00% | -50.0% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 31 | 0.0% | 0.00% | -50.0% | |
| LE | LANDS END INC NEW | $2,000 | -33.3% | 95 | 0.0% | 0.00% | -66.7% | |
| SNAP | Sell | SNAP INCcl a | $2,000 | -97.7% | 200 | -97.0% | 0.00% | -98.9% |
| CXW | Buy | CORECIVIC INC | $1,000 | 0.0% | 44 | +2.3% | 0.00% | 0.0% |
| VDE | VANGUARD WORLD FDSenergy etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
| PSCE | INVESCO EXCHNG TRADED FD TRs&p smlcp engy | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| PRSP | New | PERSPECTA INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
| NTGR | New | NETGEAR INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $0 | – | 50 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| ARLO | New | ARLO TECHNOLOGIES INC | $0 | – | 10 | +100.0% | 0.00% | – |
| SDRL | Exit | SEADRILL LIMITED | $0 | – | -79 | -100.0% | 0.00% | – |
| FTRCQ | Sell | FRONTIER COMMUNICATIONS CORP | $0 | – | 28 | -3.4% | 0.00% | – |
| S | SPRINT CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| SHLDQ | SEARS HLDGS CORP | $0 | -100.0% | 316 | 0.0% | 0.00% | -100.0% | |
| MNGA | Exit | MAGNEGAS CORP | $0 | – | -5,275 | -100.0% | -0.00% | – |
| PFF | Exit | ISHARES TRs&p us pfd stk | $0 | – | -259 | -100.0% | -0.01% | – |
| DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -450 | -100.0% | -0.02% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -450 | -100.0% | -0.02% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -2,000 | -100.0% | -0.02% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -747 | -100.0% | -0.03% | – |
| CWB | Exit | SPDR SERIES TRUSTblmbrg brc cnvrt | $0 | – | -708 | -100.0% | -0.04% | – |
| DIAL | Exit | COLUMBIA ETF TR Idiversifid fxd | $0 | – | -3,523 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 18.3% |
| ISHARES TR | 32 | Q3 2023 | 18.1% |
| ISHARES TR | 32 | Q3 2023 | 9.8% |
| ISHARES TR | 32 | Q3 2023 | 11.1% |
| ISHARES TR | 32 | Q3 2023 | 13.7% |
| ISHARES TR | 32 | Q3 2023 | 11.2% |
| ISHARES TR | 32 | Q3 2023 | 13.0% |
| ISHARES TR | 32 | Q3 2023 | 7.2% |
| BOEING CO | 32 | Q3 2023 | 10.1% |
| ROCKWELL AUTOMATION INC | 32 | Q3 2023 | 5.6% |
View Regal Wealth Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-20 |
| 13F-HR | 2021-10-14 |
View Regal Wealth Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.