Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $322,069,910 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 227,877 | $26,700,358 | 8.29% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 490,758 | $22,452,177 | 6.97% | |
| 3. | Vanguard Mun Bd Fds | 434,319 | $21,294,669 | 6.61% | |
| 4. | Wisdomtree Tr | 420,794 | $21,170,123 | 6.57% | |
| 5. | IEF | 194,312 | $19,275,762 | 5.98% |
Hedge Fund Resource Center 
