Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $336,895,375 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 227,925 | $27,900,678 | 8.28% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 500,615 | $23,139,497 | 6.87% | |
| 3. | Vanguard Mun Bd Fds | 436,001 | $21,832,281 | 6.48% | |
| 4. | Wisdomtree Tr | 425,704 | $21,396,841 | 6.35% | |
| 5. | Fidelity Covington Trust | 366,859 | $20,427,168 | 6.06% |
Hedge Fund Resource Center 
