REGIMEN WEALTH, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    atlanta, GA
  • CIK
    0001963863
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

64

$306.20M
HDV, SCHD, FBND, MUB
13F-HR
Feb 13, 2025
000176538025000103

65

$309.11M
HDV, SCHD, FBND, MUB
13F-HR
Nov 14, 2024
000176538024000456

62

$290.43M
HDV, SCHD, FBND, MUB
13F-HR
Aug 14, 2024
000176538024000357

64

$288.32M
SCHD, HDV, FBND, MUB
13F-HR
May 14, 2024
000176538024000225

61

$261.26M
SCHD, HDV, FBND, USFR
13F-HR
Feb 14, 2024
000176538024000139

57

$243.50M
HDV, FBND, SCHD, USFR
13F-HR
Nov 13, 2023
000176538023000244

54

$241.22M
HDV, FBND, SCHD, USFR
13F-HR
Aug 8, 2023
000176538023000139

57

$231.08M
HDV, FBND, SCHD, USFR
13F-HR
May 5, 2023
000176538023000104

61

$149.27M
HDV, USFR, SCHG, CDC
13F-HR
Feb 6, 2023
000176538023000009
Regimen Wealth, Llc 13F Filings