REGIMEN WEALTH, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$306.2B
Holdings
64
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HDVISHARES TR | 259,053 | $29.1B | 9.50% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,061,816 | $29.0B | 9.47% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 591,627 | $26.5B | 8.67% | |
| 4 | MUBISHARES TR | 201,803 | $21.5B | 7.02% | |
| 5 | USFRWISDOMTREE TR | 412,349 | $20.7B | 6.78% | |
| 6 | AGGISHARES TR | 185,720 | $18.0B | 5.88% | |
| 7 | COWZPACER FDS TR | 288,817 | $16.3B | 5.33% | |
| 8 | SCHGSCHWAB STRATEGIC TR | 526,592 | $14.7B | 4.79% | |
| 9 | EFGISHARES TR | 126,539 | $12.3B | 4.00% | |
| 10 | VYMIVANGUARD WHITEHALL FDS | 160,688 | $10.9B | 3.56% | |
| 11 | IQLTISHARES TR | 275,469 | $10.2B | 3.34% | |
| 12 | EMXCISHARES INC | 182,503 | $10.1B | 3.30% | |
| 13 | AVUVAMERICAN CENTY ETF TR | 99,991 | $9.7B | 3.15% | |
| 14 | VWOBVANGUARD WHITEHALL FDS | 152,008 | $9.6B | 3.13% | |
| 15 | VOTVANGUARD INDEX FDS | 29,965 | $7.6B | 2.48% | |
| 16 | IUSBISHARES TR | 159,919 | $7.2B | 2.35% | |
| 17 | SPYGSPDR SER TR | 77,019 | $6.8B | 2.21% | |
| 18 | IVVISHARES TR | 11,225 | $6.6B | 2.16% | |
| 19 | AAPLAPPLE INC | 16,855 | $4.2B | 1.38% | |
| 20 | IVWISHARES TR | 28,441 | $2.9B | 0.94% | |
| 21 | QUALISHARES TR | 15,165 | $2.7B | 0.88% | |
| 22 | DYNFBLACKROCK ETF TRUST | 47,543 | $2.4B | 0.79% | |
| 23 | EFVISHARES TR | 41,596 | $2.2B | 0.71% | |
| 24 | VTEBVANGUARD MUN BD FDS | 34,991 | $1.8B | 0.57% | |
| 25 | IWFISHARES TR | 4,064 | $1.6B | 0.53% | |
| 26 | MBBISHARES TR | 17,004 | $1.6B | 0.51% | |
| 27 | IVEISHARES TR | 7,761 | $1.5B | 0.48% | |
| 28 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.4B | 0.44% | |
| 29 | AMZNAMAZON COM INC | 5,480 | $1.2B | 0.39% | |
| 30 | IWBISHARES TR | 3,154 | $1.0B | 0.33% | |
| 31 | IEMGISHARES INC | 18,653 | $972.5M | 0.32% | |
| 32 | IYWISHARES TR | 5,950 | $948.3M | 0.31% | |
| 33 | BINCBLACKROCK ETF TRUST II | 17,818 | $923.1M | 0.30% | |
| 34 | IWDISHARES TR | 4,668 | $864.2M | 0.28% | |
| 35 | VIGVANGUARD SPECIALIZED FUNDS | 3,997 | $782.7M | 0.26% | |
| 36 | TLTISHARES TR | 8,047 | $701.1M | 0.23% | |
| 37 | IWSISHARES TR | 5,252 | $679.2M | 0.22% | |
| 38 | KOCOCA COLA CO | 9,881 | $615.2M | 0.20% | |
| 39 | IUSVISHARES TR | 6,613 | $612.3M | 0.20% | |
| 40 | TAXFAMERICAN CENTY ETF TR | 12,056 | $604.5M | 0.20% | |
| 41 | SPYMSPDR SER TR | 8,673 | $597.9M | 0.20% | |
| 42 | IDEVISHARES TR | 7,477 | $482.1M | 0.16% | |
| 43 | BILSPDR SER TR | 5,106 | $466.8M | 0.15% | |
| 44 | SPYSPDR S&P 500 ETF TR | 715 | $418.8M | 0.14% | |
| 45 | ACWXISHARES TR | 7,524 | $392.5M | 0.13% | |
| 46 | SCHXSCHWAB STRATEGIC TR | 16,142 | $374.2M | 0.12% | |
| 47 | VXUSVANGUARD STAR FDS | 5,333 | $314.3M | 0.10% | |
| 48 | IFRAISHARES TR | 6,684 | $309.4M | 0.10% | |
| 49 | MRKMERCK &CO INC | 3,044 | $302.8M | 0.10% | |
| 50 | SCHZSCHWAB STRATEGIC TR | 12,434 | $282.2M | 0.09% | |
| 51 | STIPISHARES TR | 2,667 | $268.3M | 0.09% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 286 | $261.8M | 0.09% | |
| 53 | IEFISHARES TR | 2,818 | $260.5M | 0.09% | |
| 54 | MAMASTERCARD INCORPORATED | 488 | $257.2M | 0.08% | |
| 55 | A4SAMERIPRISE FINL INC | 461 | $245.3M | 0.08% | |
| 56 | DWMWISDOMTREE TR | 4,503 | $237.3M | 0.08% | |
| 57 | SCHFSCHWAB STRATEGIC TR | 12,726 | $235.4M | 0.08% | |
| 58 | GLDMWORLD GOLD TR | 4,485 | $233.2M | 0.08% | |
| 59 | VOVANGUARD INDEX FDS | 876 | $231.5M | 0.08% | |
| 60 | SNPSSYNOPSYS INC | 476 | $231.0M | 0.08% | |
| 61 | MCDMCDONALDS CORP | 770 | $223.3M | 0.07% | |
| 62 | VBVANGUARD INDEX FDS | 908 | $218.1M | 0.07% | |
| 63 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,755 | $215.0M | 0.07% | |
| 64 | NDQINVESCO QQQ TR | 409 | $208.9M | 0.07% |