REGIMEN WEALTH, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
64
- Value ($000)
$306,199
- Date Filed02/13/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $29.08M | 10 % | 259,053 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $29.01M | 10 % | 1,061,816 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $26.55M | 9 % | 591,627 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $21.50M | 7 % | 201,803 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $20.75M | 7 % | 412,349 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $18.00M | 6 % | 185,720 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $16.31M | 5 % | 288,817 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.68M | 5 % | 526,592 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $12.25M | 4 % | 126,539 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $10.91M | 4 % | 160,688 |
Rows Per Page
1 - 10 of 6410
- 10
- 50
- 100