REGIMEN WEALTH, LLC
Q4 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
76
- Value ($000)
$341,935
- Date Filed02/09/2026
- Form type13F-HR
- CIK0001963863
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE HIGH DV ETF | 46429B663 | $27.82M | 8 % | 228,736 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $23.23M | 7 % | 504,507 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $22.42M | 7 % | 445,880 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $21.55M | 6 % | 428,334 | ||
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $20.68M | 6 % | 364,872 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $20.01M | 6 % | 200,313 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.93M | 6 % | 726,612 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $18.25M | 5 % | 418,093 | ||
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $15.54M | 5 % | 230,388 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $13.26M | 4 % | 147,358 |
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