$241 Million is the total value of REGIMEN WEALTH, LLC's 54 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,035,620 | +11.2% | 2 | 0.0% | 0.43% | +6.5% | |
| SHCR | SHARECARE INC | $264,831 | +23.2% | 151,332 | 0.0% | 0.11% | +18.3% | |
| ABEV | AMBEV SAsponsored adr | $67,279 | +12.8% | 21,157 | 0.0% | 0.03% | +7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 11.5% |
| WISDOMTREE TR | 4 | Q3 2023 | 10.5% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 9.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 8.0% |
| VICTORY PORTFOLIOS II | 4 | Q3 2023 | 8.3% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 8.1% |
| ISHARES TR | 4 | Q3 2023 | 6.0% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 5.5% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
View REGIMEN WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.