$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,062,954 | +2.6% | 2 | 0.0% | 0.44% | +1.9% | |
| BONDBLOXX ETF TRUSTbloomberg six mn | $755,256 | +0.1% | 15,024 | 0.0% | 0.31% | -1.0% | ||
| IWB | ISHARES TRrus 1000 etf | $726,108 | -3.6% | 3,091 | 0.0% | 0.30% | -4.5% | |
| IWS | ISHARES TRrus mdcp val etf | $533,961 | -5.0% | 5,118 | 0.0% | 0.22% | -6.0% | |
| ACWX | ISHARES TRmsci acwi ex us | $338,694 | -4.5% | 7,205 | 0.0% | 0.14% | -5.4% | |
| SNPS | SYNOPSYS INC | $218,470 | +5.4% | 476 | 0.0% | 0.09% | +4.7% | |
| ON | ON SEMICONDUCTOR CORP | $201,980 | -1.7% | 2,173 | 0.0% | 0.08% | -2.4% | |
| SHCR | SHARECARE INC | $142,313 | -46.3% | 151,332 | 0.0% | 0.06% | -47.3% |
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.