Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 11.5% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 10.4% |
WISDOMTREE TR | 7 | Q2 2024 | 10.5% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 9.2% |
ISHARES TR | 7 | Q2 2024 | 6.1% |
VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 8.1% |
AMERICAN CENTY ETF TR | 7 | Q2 2024 | 5.5% |
ISHARES TR | 7 | Q2 2024 | 4.2% |
ISHARES TR | 7 | Q2 2024 | 4.2% |
ISHARES TR | 7 | Q2 2024 | 3.8% |
View REGIMEN WEALTH, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
N-PX | 2024-08-14 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-06 |
View REGIMEN WEALTH, LLC'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.