Regal Wealth Group, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2023
- Locationseal beach, CA
- CIK0001656537
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
43 | $162.11 M | IWF, DFLV, IVV, LQD | 13F-HR | Feb 23, 2024 | 000165653724000002 | ||
42 | $146.45 M | IWF, DFLV, IVV, VCSH | 13F-HR | Oct 11, 2023 | 000165653723000005 | ||
46 | $152.44 M | IWF, DFLV, IVV, LQD | 13F-HR | Jul 11, 2023 | 000165653723000004 | ||
47 | $140.75 M | IWF, IWD, IVV, LQD | 13F-HR | Apr 24, 2023 | 000165653723000003 | ||
45 | $136.19 M | IWD, IWF, IVV, LQD | 13F-HR | Jan 30, 2023 | 000165653723000002 | ||
44 | $129.56 M | IWD, IWF, IVV, LQD | 13F-HR | Nov 9, 2022 | 000165653722000005 | ||
48 | $138.54 M | IWD, IWF, IVV, AGG | 13F-HR | Jul 25, 2022 | 000165653722000004 | ||
51 | $160.35 M | IWD, IWF, IVV, AGG | 13F-HR | Apr 15, 2022 | 000165653722000003 | ||
51 | $177.46 M | IWF, IWD, IVV, AGG | 13F-HR | Jan 20, 2022 | 000165653722000001 | ||
49 | $166.51 M | IWD, IWF, IVV, AGG | 13F-HR | Oct 14, 2021 | 000165653721000006 | ||
49 | $169.28 M | IWD, IWF, IVV, AGG | 13F-HR | Aug 2, 2021 | 000165653721000005 | ||
265 | $170.18 M | IWD, IWF, IVV, USMV | 13F-HR | Apr 12, 2021 | 000165653721000004 | ||
221 | $164.00 M | IWF, IWD, IVV, USMV | 13F-HR | Jan 22, 2021 | 000165653721000001 | ||
217 | $128.41 M | IWF, IWD, IVV, USMV | 13F-HR | Oct 13, 2020 | 000165653720000005 | ||
215 | $121.17 M | IWF, IWD, IVV, USMV | 13F-HR | Jul 9, 2020 | 000165653720000004 | ||
188 | $102.13 M | IWF, IWD, IVV, USMV | 13F-HR | Apr 23, 2020 | 000165653720000003 | ||
204 | $154.51 M | IWF, IWD, USMV, IVV | 13F-HR | Jan 22, 2020 | 000165653720000002 | ||
183 | $145.64 M | IWF, IWD, USMV, IVV | RESTATEMENT | Oct 30, 2019 | 000165653719000006 | ||
172 | $144.13 M | IVW, IVE, IVV, BA | 13F-HR | Jul 19, 2019 | 000165653719000004 | ||
166 | $138.97 M | IVW, IVE, BA, IVV | 13F-HR | Apr 10, 2019 | 000165653719000003 | ||
169 | $109.69 M | IVW, IVE, BA, IVV | 13F-HR | Jan 24, 2019 | 000165653719000001 | ||
167 | $146.14 M | IVW, IVE, BA, USMV | 13F-HR | Oct 16, 2018 | 000165653718000008 | ||
172 | $93.92 M | BA, IVW, IVV, IVE | 13F-HR | Jul 30, 2018 | 000165653718000007 | ||
175 | $129.66 M | IVW, IVE, USMV, BA | 13F-HR | May 4, 2018 | 000165653718000004 | ||
173 | $141.39 M | IVW, IVE, USMV, 9000039D | 13F-HR | Jan 25, 2018 | 000165653718000001 | ||
154 | $135.49 M | IVW, IVE, USMV, EUSA | 13F-HR | Oct 20, 2017 | 000165653717000011 | ||
159 | $128.72 M | IVW, IVE, USMV, EUSA | 13F-HR | Aug 10, 2017 | 000165653717000003 | ||
158 | $131.05 M | IVW, IVE, USMV, EUSA | 13F-HR | Aug 10, 2017 | 000165653717000002 | ||
164 | $123.08 M | IVE, IVW, USMV, EUSA | 13F-HR | Aug 9, 2017 | 000165653717000001 | ||
212 | $110.16 M | IVW, LQD, USMV, IVE | RESTATEMENT | Jun 14, 2018 | 000165653718000006 | ||
224 | $106.12 M | IVW, LQD, USMV, IVE | RESTATEMENT | May 18, 2018 | 000165653718000005 | ||
202 | $103.72 M | IVW, USMV, LQD, IVE | RESTATEMENT | Oct 2, 2017 | 000165653717000010 | ||
198 | $101.35 M | IVW, LQD, USMV, IVE | RESTATEMENT | Sep 18, 2017 | 000165653717000009 | ||
198 | $101.35 M | IVW, LQD, USMV, IVE | RESTATEMENT | Aug 25, 2017 | 000165653717000008 |