Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $311,090,845 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 263,342 | $31,903,788 | 10.26% | |
| 2. | FNDF | 1,086,139 | $30,376,129 | 9.76% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 598,930 | $27,352,346 | 8.79% | |
| 4. | Ishares Tr - NATIONAL MUN ETF | 206,975 | $21,823,426 | 7.02% | |
| 5. | Wisdomtree Tr | 419,564 | $21,122,239 | 6.79% |
