$177 Million is the total value of Regal Wealth Group, Inc.'s 51 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDSmid cap etf | $2,508,000 | +7.6% | 9,843 | 0.0% | 1.41% | +1.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,452,000 | +8.7% | 10,157 | 0.0% | 1.38% | +2.1% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,311,000 | +3.3% | 5,801 | 0.0% | 0.74% | -3.0% | |
| MCD | MCDONALDS CORP | $568,000 | +11.4% | 2,117 | 0.0% | 0.32% | +4.6% | |
| FB | META PLATFORMS INCcl a | $399,000 | -1.0% | 1,186 | 0.0% | 0.22% | -7.0% | |
| PG | PROCTER AND GAMBLE CO | $360,000 | +16.9% | 2,203 | 0.0% | 0.20% | +9.7% | |
| MAR | MARRIOTT INTL INC NEWcl a | $281,000 | +11.5% | 1,700 | 0.0% | 0.16% | +4.6% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $107,000 | +3.9% | 13,377 | 0.0% | 0.06% | -3.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.