Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $371,024,221 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 1,203,858 | $32,997,747 | 8.89% | |
| 2. | SCHD | 945,328 | $29,976,339 | 8.08% | |
| 3. | DFAC | 669,870 | $28,275,198 | 7.62% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 591,500 | $26,907,339 | 7.25% | |
| 5. | Vanguard Mun Bd Fds | 519,938 | $26,298,478 | 7.09% |
Hedge Fund Resource Center 
