REGIMEN WEALTH, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$311.1B
Holdings
65
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HDVISHARES TR | 263,342 | $31.9B | 10.26% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,086,139 | $30.4B | 9.76% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 598,930 | $27.4B | 8.79% | |
| 4 | MUBISHARES TR | 206,975 | $21.8B | 7.02% | |
| 5 | USFRWISDOMTREE TR | 419,564 | $21.1B | 6.79% | |
| 6 | AGGISHARES TR | 186,965 | $18.5B | 5.95% | |
| 7 | COWZPACER FDS TR | 295,402 | $16.2B | 5.20% | |
| 8 | SCHGSCHWAB STRATEGIC TR | 529,322 | $13.3B | 4.26% | |
| 9 | EFGISHARES TR | 126,658 | $12.7B | 4.07% | |
| 10 | VYMIVANGUARD WHITEHALL FDS | 162,588 | $12.0B | 3.85% | |
| 11 | IQLTISHARES TR | 276,929 | $11.0B | 3.53% | |
| 12 | EMXCISHARES INC | 184,543 | $10.2B | 3.27% | |
| 13 | VWOBVANGUARD WHITEHALL FDS | 155,321 | $10.0B | 3.21% | |
| 14 | AVUVAMERICAN CENTY ETF TR | 102,394 | $8.9B | 2.87% | |
| 15 | VOTVANGUARD INDEX FDS | 30,246 | $7.4B | 2.38% | |
| 16 | IUSBISHARES TR | 158,837 | $7.3B | 2.35% | |
| 17 | SPYGSPDR SER TR | 77,834 | $6.3B | 2.01% | |
| 18 | IVVISHARES TR | 11,074 | $6.2B | 2.00% | |
| 19 | AAPLAPPLE INC | 16,983 | $3.8B | 1.21% | |
| 20 | IVWISHARES TR | 27,935 | $2.6B | 0.83% | |
| 21 | QUALISHARES TR | 14,288 | $2.4B | 0.79% | |
| 22 | EFVISHARES TR | 40,660 | $2.4B | 0.77% | |
| 23 | DYNFBLACKROCK ETF TRUST | 46,935 | $2.3B | 0.74% | |
| 24 | VTEBVANGUARD MUN BD FDS | 33,560 | $1.7B | 0.54% | |
| 25 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.51% | |
| 26 | MBBISHARES TR | 17,005 | $1.6B | 0.51% | |
| 27 | IWFISHARES TR | 4,068 | $1.5B | 0.47% | |
| 28 | IVEISHARES TR | 7,692 | $1.5B | 0.47% | |
| 29 | AMZNAMAZON COM INC | 5,554 | $1.1B | 0.34% | |
| 30 | IWBISHARES TR | 3,269 | $1.0B | 0.32% | |
| 31 | BINCBLACKROCK ETF TRUST II | 17,805 | $932.6M | 0.30% | |
| 32 | IEMGISHARES INC | 16,603 | $896.1M | 0.29% | |
| 33 | IWDISHARES TR | 4,497 | $846.2M | 0.27% | |
| 34 | IYWISHARES TR | 5,852 | $821.9M | 0.26% | |
| 35 | TLTISHARES TR | 8,030 | $731.0M | 0.23% | |
| 36 | KOCOCA COLA CO | 9,881 | $707.7M | 0.23% | |
| 37 | IWSISHARES TR | 5,270 | $663.9M | 0.21% | |
| 38 | IUSVISHARES TR | 6,639 | $612.7M | 0.20% | |
| 39 | SPYMSPDR SER TR | 9,215 | $608.1M | 0.20% | |
| 40 | TAXFAMERICAN CENTY ETF TR | 12,257 | $606.5M | 0.19% | |
| 41 | IDEVISHARES TR | 7,908 | $547.3M | 0.18% | |
| 42 | VIGVANGUARD SPECIALIZED FUNDS | 2,797 | $542.7M | 0.17% | |
| 43 | VXUSVANGUARD STAR FDS | 6,899 | $428.4M | 0.14% | |
| 44 | ACWXISHARES TR | 7,524 | $417.2M | 0.13% | |
| 45 | TIPISHARES TR | 3,755 | $417.2M | 0.13% | |
| 46 | SPYSPDR S&P 500 ETF TR | 717 | $401.0M | 0.13% | |
| 47 | BILSPDR SER TR | 4,256 | $390.4M | 0.13% | |
| 48 | SCHXSCHWAB STRATEGIC TR | 16,634 | $367.3M | 0.12% | |
| 49 | IFRAISHARES TR | 6,659 | $300.1M | 0.10% | |
| 50 | SCHZSCHWAB STRATEGIC TR | 12,522 | $290.0M | 0.09% | |
| 51 | IEFISHARES TR | 2,999 | $286.0M | 0.09% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 294 | $278.1M | 0.09% | |
| 53 | MRKMERCK &CO INC | 3,092 | $277.6M | 0.09% | |
| 54 | STIPISHARES TR | 2,656 | $274.8M | 0.09% | |
| 55 | MAMASTERCARD INCORPORATED | 489 | $268.0M | 0.09% | |
| 56 | GLDMWORLD GOLD TR | 4,304 | $266.4M | 0.09% | |
| 57 | IVVBBLACKROCK ETF TRUST II | 8,948 | $262.4M | 0.08% | |
| 58 | DWMWISDOMTREE TR | 4,393 | $255.5M | 0.08% | |
| 59 | A4SAMERIPRISE FINL INC | 525 | $254.1M | 0.08% | |
| 60 | SCHFSCHWAB STRATEGIC TR | 12,726 | $251.7M | 0.08% | |
| 61 | VOVANGUARD INDEX FDS | 947 | $246.6M | 0.08% | |
| 62 | MCDMCDONALDS CORP | 752 | $235.0M | 0.08% | |
| 63 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,765 | $212.6M | 0.07% | |
| 64 | SNPSSYNOPSYS INC | 476 | $204.1M | 0.07% | |
| 65 | VBVANGUARD INDEX FDS | 911 | $202.1M | 0.06% |