$243 Million is the total value of REGIMEN WEALTH, LLC's 57 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFLO | New | ISHARES TRtrs flt rt bd | $1,158,809 | – | 22,838 | +100.0% | 0.48% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $848,056 | – | 9,562 | +100.0% | 0.35% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $589,507 | – | 8,616 | +100.0% | 0.24% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $429,383 | – | 4,209 | +100.0% | 0.18% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $341,610 | – | 1,370 | +100.0% | 0.14% | – |
| TIP | New | ISHARES TRtips bd etf | $315,631 | – | 3,043 | +100.0% | 0.13% | – |
| FLJP | New | FRANKLIN TEMPLETON ETF TRftse japan etf | $258,337 | – | 9,767 | +100.0% | 0.11% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $221,576 | – | 2,685 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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 | 2024-02-14 |
| 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.