REGIMEN WEALTH, LLC: 13F holdings
CIK 19638632026Q2
| Positions | 76 |
|---|
| Reported value | $371.0m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 76 (+6 vs prior quarter) |
|---|
| Reported value | $371.0m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HDV ISHARES TR | 1,203,858 | $33.0m | 8.9% |
| SCHD SCHWAB STRATEGIC TR | 945,328 | $30.0m | 8.1% |
| DFCF DIMENSIONAL ETF TRUST | 669,870 | $28.3m | 7.6% |
| FBND FIDELITY MERRIMACK STR TR | 591,500 | $26.9m | 7.3% |
| VTEB VANGUARD MUN BD FDS | 519,938 | $26.3m | 7.1% |
| VWOB VANGUARD WHITEHALL FDS | 342,544 | $23.0m | 6.2% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 361,848 | $17.8m | 4.8% |
| FDVV FIDELITY COVINGTON TRUST | 278,629 | $16.8m | 4.5% |
| USFR WISDOMTREE TR | 300,141 | $15.1m | 4.1% |
| VYMI VANGUARD WHITEHALL FDS | 143,731 | $14.1m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963863")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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