The Analysis of REGIMEN WEALTH, LLC's Holdings
Currently, REGIMEN WEALTH, LLC holds 75 types of securities in its portfolio with a total value $336.9M. In the most recent quarter, they have increased their positions in FBND (+9.9K shares, valued at $455.6K), AGG (+3.4K shares, valued at $343.4K), BBJP (+4.8K shares, valued at $320.6K); decreased their positions in CGDV (-6.2K shares, valued at $258.8K), SPYG (-2.0K shares, valued at $204.5K), FDVV (-2.2K shares, valued at $124.2K); initiated new positions in BBJP (+4.8K shares, valued at $320.6K), VT (+2.0K shares, valued at $275.3K), JQUA (+3.3K shares, valued at $210.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HDV ISHARES TR227.9K shares0.02%2025-09-302025-11-12
FBND FIDELITY MERRIMACK STR TR500.6K shares2.01%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS436.0K shares0.39%2025-09-302025-11-12 USFR WISDOMTREE TR425.7K shares1.17%2025-09-302025-11-12 FDVV FIDELITY COVINGTON TRUST366.9K shares-0.60%2025-09-302025-11-12 AGG ISHARES TR197.7K shares1.76%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR724.0K shares0.24%2025-09-302025-11-12 CGDV CAPITAL GROUP DIVIDEND VALUE421.8K shares-1.44%2025-09-302025-11-12 VWOB VANGUARD WHITEHALL FDS226.2K shares1.79%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR409.4K shares-0.73%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS147.9K shares-0.05%2025-09-302025-11-12 EFG ISHARES TR107.0K shares-0.46%2025-09-302025-11-12 VOT VANGUARD INDEX FDS38.3K shares-0.74%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR113.0K shares-0.74%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F203.4K shares-0.43%2025-09-302025-11-12 IQLT ISHARES TR248.1K shares-0.51%2025-09-302025-11-12 IUSB ISHARES TR129.1K shares2.09%2025-09-302025-11-12 SPYG SPDR SERIES TRUST53.3K shares-3.54%2025-09-302025-11-12 AAPL APPLE INC16.3K shares0.11%2025-09-302025-11-12 QUAL ISHARES TR17.5K shares0.58%2025-09-302025-11-12 EFV ISHARES TR46.0K shares0.28%2025-09-302025-11-12 IVW ISHARES TR25.5K shares0.17%2025-09-302025-11-12 IVV ISHARES TR4.5K shares-0.90%2025-09-302025-11-12 DYNF BLACKROCK ETF TRUST48.4K shares0.45%2025-09-302025-11-12 IVE ISHARES TR12.3K shares0.66%2025-09-302025-11-12 MUB ISHARES TR17.2K shares0.80%2025-09-302025-11-12 IWF ISHARES TR3.5K shares0.09%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-12 TLH ISHARES TR13.7K shares2.34%2025-09-302025-11-12 MBB ISHARES TR14.7K shares2.52%2025-09-302025-11-12 OEF ISHARES TR4.0K shares0.25%2025-09-302025-11-12 THRO BLACKROCK ETF TRUST33.6K shares0.30%2025-09-302025-11-12 IEMG ISHARES INC19.0K shares1.12%2025-09-302025-11-12 AMZN AMAZON COM INC5.6K shares0.00%2025-09-302025-11-12 EMXC ISHARES INC17.9K shares-0.97%2025-09-302025-11-12 IWB ISHARES TR3.3K shares0.25%2025-09-302025-11-12 IYW ISHARES TR5.4K shares0.00%2025-09-302025-11-12 BINC BLACKROCK ETF TRUST II19.1K shares2.84%2025-09-302025-11-12 IAGG ISHARES TR18.4K shares1.41%2025-09-302025-11-12 MTUM ISHARES TR3.5K shares0.54%2025-09-302025-11-12 IWD ISHARES TR4.4K shares0.16%2025-09-302025-11-12 IWS ISHARES TR5.3K shares0.42%2025-09-302025-11-12 SPYM SPDR SERIES TRUST9.4K shares-3.55%2025-09-302025-11-12 IUSV ISHARES TR6.7K shares0.48%2025-09-302025-11-12 KO COCA COLA CO10.0K shares0.72%2025-09-302025-11-12 IAU ISHARES GOLD TR9.0K shares0.65%2025-09-302025-11-12 TAXF AMERICAN CENTY ETF TR12.5K shares0.95%2025-09-302025-11-12 IDEV ISHARES TR7.6K shares-3.38%2025-09-302025-11-12 GLDM WORLD GOLD TR7.2K shares16.24%2025-09-302025-11-12 BAI BLACKROCK ETF TRUST15.8K shares-0.66%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.44%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR721 shares0.28%2025-09-302025-11-12 VXUS VANGUARD STAR FDS6.1K shares-6.18%2025-09-302025-11-12 ACWX ISHARES TR6.9K shares0.00%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR16.7K shares0.27%2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS8.3K shares-4.94%2025-09-302025-11-12 COWZ PACER FDS TR5.8K shares0.51%2025-09-302025-11-12 EMB ISHARES TR3.4K shares3.11%2025-09-302025-11-12 BBJP J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2025-09-302025-11-12 STIP ISHARES TR3.1K shares-1.54%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR12.8K shares1.02%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR12.8K shares0.00%2025-09-302025-11-12 DWM WISDOMTREE TR4.5K shares0.47%2025-09-302025-11-12 VO VANGUARD INDEX FDS952 shares-5.27%2025-09-302025-11-12 MA MASTERCARD INCORPORATED490 shares0.00%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F2.0K sharesnew addition2025-09-302025-11-12 IEF ISHARES TR2.8K shares-3.43%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW295 shares0.34%2025-09-302025-11-12 MRK MERCK &CO INC3.1K shares0.83%2025-09-302025-11-12 QQQ INVESCO QQQ TR410 shares0.24%2025-09-302025-11-12 SNPS SYNOPSYS INC476 shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP744 shares-1.46%2025-09-302025-11-12 VB VANGUARD INDEX FDS856 shares0.35%2025-09-302025-11-12 JQUA J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2025-09-302025-11-12 AXP AMERICAN EXPRESS CO607 sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available