The Analysis of REGIMEN WEALTH, LLC's Holdings
Currently, REGIMEN WEALTH, LLC holds 76 types of securities in its portfolio with a total value $341.9M. In the most recent quarter, they have increased their positions in VTEB (+9.9K shares, valued at $496.8K), BIL (+3.4K shares, valued at $312.8K), VWOB (+4.2K shares, valued at $285.0K); decreased their positions in GLDM (-4.5K shares, valued at $383.7K), SCHG (-7.0K shares, valued at $228.1K), CGDV (-3.7K shares, valued at $159.9K); initiated new positions in BIL (+3.4K shares, valued at $312.8K), HGER (+9.5K shares, valued at $235.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HDV ISHARES TR228.7K shares0.36%2025-12-312026-02-09
FBND FIDELITY MERRIMACK STR TR504.5K shares0.78%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS445.9K shares2.27%2025-12-312026-02-09 USFR WISDOMTREE TR428.3K shares0.62%2025-12-312026-02-09 FDVV FIDELITY COVINGTON TRUST364.9K shares-0.54%2025-12-312026-02-09 AGG ISHARES TR200.3K shares1.30%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR726.6K shares0.35%2025-12-312026-02-09 CGDV CAPITAL GROUP DIVIDEND VALUE418.1K shares-0.87%2025-12-312026-02-09 VWOB VANGUARD WHITEHALL FDS230.4K shares1.87%2025-12-312026-02-09 VYMI VANGUARD WHITEHALL FDS147.4K shares-0.37%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR402.4K shares-1.71%2025-12-312026-02-09 EFG ISHARES TR107.9K shares0.86%2025-12-312026-02-09 AVUV AMERICAN CENTY ETF TR112.3K shares-0.65%2025-12-312026-02-09 IQLT ISHARES TR248.4K shares0.13%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F204.5K shares0.52%2025-12-312026-02-09 VOT VANGUARD INDEX FDS38.2K shares-0.36%2025-12-312026-02-09 IUSB ISHARES TR132.5K shares2.69%2025-12-312026-02-09 SPYG SPDR SERIES TRUST52.1K shares-2.39%2025-12-312026-02-09 AAPL APPLE INC16.2K shares-0.34%2025-12-312026-02-09 QUAL ISHARES TR17.6K shares0.58%2025-12-312026-02-09 EFV ISHARES TR47.0K shares2.22%2025-12-312026-02-09 IVW ISHARES TR25.3K shares-0.74%2025-12-312026-02-09 IVV ISHARES TR4.5K shares-0.33%2025-12-312026-02-09 DYNF BLACKROCK ETF TRUST48.2K shares-0.35%2025-12-312026-02-09 IVE ISHARES TR12.4K shares0.49%2025-12-312026-02-09 MUB ISHARES TR17.4K shares1.03%2025-12-312026-02-09 IWF ISHARES TR3.5K shares0.00%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-09 MBB ISHARES TR15.2K shares3.29%2025-12-312026-02-09 TLH ISHARES TR14.0K shares2.22%2025-12-312026-02-09 OEF ISHARES TR4.0K shares-0.58%2025-12-312026-02-09 IEMG ISHARES INC20.0K shares4.89%2025-12-312026-02-09 THRO BLACKROCK ETF TRUST33.5K shares-0.12%2025-12-312026-02-09 AMZN AMAZON COM INC5.6K shares0.00%2025-12-312026-02-09 EMXC ISHARES INC17.3K shares-3.16%2025-12-312026-02-09 IWB ISHARES TR3.3K shares0.00%2025-12-312026-02-09 IYW ISHARES TR5.3K shares-1.31%2025-12-312026-02-09 BINC BLACKROCK ETF TRUST II19.8K shares3.67%2025-12-312026-02-09 IAGG ISHARES TR19.3K shares5.03%2025-12-312026-02-09 IWD ISHARES TR4.4K shares0.00%2025-12-312026-02-09 MTUM ISHARES TR3.5K shares0.14%2025-12-312026-02-09 IWS ISHARES TR5.3K shares0.41%2025-12-312026-02-09 SPYM SPDR SERIES TRUST9.4K shares0.06%2025-12-312026-02-09 KO COCA COLA CO10.2K shares1.51%2025-12-312026-02-09 IUSV ISHARES TR6.7K shares0.37%2025-12-312026-02-09 TAXF AMERICAN CENTY ETF TR12.6K shares1.26%2025-12-312026-02-09 IDEV ISHARES TR7.7K shares1.17%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.80%2025-12-312026-02-09 BAI BLACKROCK ETF TRUST15.7K shares-0.52%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR723 shares0.28%2025-12-312026-02-09 ACWX ISHARES TR7.0K shares1.58%2025-12-312026-02-09 VXUS VANGUARD STAR FDS6.2K shares0.78%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR16.8K shares0.30%2025-12-312026-02-09 SPEM SPDR INDEX SHS FDS9.3K shares11.15%2025-12-312026-02-09 COWZ PACER FDS TR5.7K shares-0.16%2025-12-312026-02-09 EMB ISHARES TR3.6K shares4.98%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR13.2K shares2.85%2025-12-312026-02-09 STIP ISHARES TR3.1K shares0.16%2025-12-312026-02-09 BIL SPDR SERIES TRUST3.4K sharesnew addition2025-12-312026-02-09 DWM WISDOMTREE TR4.5K shares0.67%2025-12-312026-02-09 SCHZ SCHWAB STRATEGIC TR12.9K shares1.34%2025-12-312026-02-09 IEF ISHARES TR2.9K shares2.49%2025-12-312026-02-09 MA MASTERCARD INCORPORATED491 shares0.20%2025-12-312026-02-09 VO VANGUARD INDEX FDS934 shares-1.89%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW295 shares0.00%2025-12-312026-02-09 HGER HARBOR ETF TRUST9.5K sharesnew addition2025-12-312026-02-09 GLDM WORLD GOLD TR2.7K shares-62.17%2025-12-312026-02-09 MCD MCDONALDS CORP747 shares0.40%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO608 shares0.16%2025-12-312026-02-09 SNPS SYNOPSYS INC476 shares0.00%2025-12-312026-02-09 VB VANGUARD INDEX FDS862 shares0.70%2025-12-312026-02-09 JQUA J P MORGAN EXCHANGE TRADED F3.4K shares0.39%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available