Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $342,236,650 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 235,382 | $31,943,753 | 9.33% | |
| 2. | SCHD | 928,347 | $28,481,679 | 8.32% | |
| 3. | Dimensional Etf Trust | 650,484 | $27,463,440 | 8.02% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 575,558 | $26,256,946 | 7.67% | |
| 5. | Vanguard Mun Bd Fds | 505,550 | $25,207,265 | 7.37% |
Hedge Fund Resource Center 
