$146 Million is the total value of Regal Wealth Group, Inc.'s 183 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGU | New | ISHARES TResg msci usa etf | $58,000 | – | 890 | +100.0% | 0.04% | – |
| DGRO | New | ISHARES TRcore div grwth | $51,000 | – | 1,300 | +100.0% | 0.04% | – |
| AA | New | ALCOA CORP | $30,000 | – | 1,500 | +100.0% | 0.02% | – |
| EAGG | New | ISHARES TResg us agr bd | $16,000 | – | 299 | +100.0% | 0.01% | – |
| ESML | New | ISHARES TResg msci usa sml | $12,000 | – | 431 | +100.0% | 0.01% | – |
| SUSB | New | ISHARES TResg 1 5 yr usd | $12,000 | – | 456 | +100.0% | 0.01% | – |
| ESGD | New | ISHARES TResg msci eafe | $12,000 | – | 181 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $8,000 | – | 41 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $7,000 | – | 27 | +100.0% | 0.01% | – |
| SUSC | New | ISHARES TResg usd corpt | $6,000 | – | 220 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,000 | – | 11 | +100.0% | 0.00% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,000 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-10-30
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.