REGATTA CAPITAL GROUP, LLC
Q4 2024 13F Holdings
- Locationel segundo, CA
- Num holdings
186
- Value ($000)
$515,890
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001911488
- 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 |
|---|---|---|---|---|---|---|---|
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $48.64M | 9 % | 524,562 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $48.02M | 9 % | 373,357 | ||
AAPL APPLE INC | COM | 037833100 | $30.03M | 6 % | 119,902 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $27.77M | 5 % | 164,020 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $18.69M | 4 % | 460,743 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $16.53M | 3 % | 641,012 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $16.26M | 3 % | 91,288 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $14.48M | 3 % | 218,858 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $14.32M | 3 % | 279,468 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $14.16M | 3 % | 135,011 |
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