$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -21,157 | -100.0% | -0.03% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -746 | -100.0% | -0.09% | – |
STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -2,387 | -100.0% | -0.10% | – |
Exit | WORLD GOLD TRspdr gld minis | $0 | – | -6,670 | -100.0% | -0.10% | – | |
TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -4,324 | -100.0% | -0.20% | – |
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.