Regal Wealth Group, Inc.
Q4 2023 13F Holdings
- Locationseal beach, CA
- Num holdings
43
- Value ($000)
$162,114
- Date Filed02/23/2024
- Form type13F-HR
- CIK0001656537
- 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 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $28.44M | 18 % | 96,593 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $22.12M | 14 % | 822,968 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $14.59M | 9 % | 31,068 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $9.51M | 6 % | 87,205 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $9.19M | 6 % | 119,233 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.23M | 5 % | 142,852 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.10M | 4 % | 30,483 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.24M | 4 % | 27,389 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.65M | 4 % | 57,431 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.55M | 3 % | 196,730 |
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