REGIMEN WEALTH, LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
65
- Value ($000)
$311,091
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001963863
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $31.90M | 10 % | 263,342 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $30.38M | 10 % | 1,086,139 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $27.35M | 9 % | 598,930 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $21.82M | 7 % | 206,975 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $21.12M | 7 % | 419,564 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $18.50M | 6 % | 186,965 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $16.18M | 5 % | 295,402 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.26M | 4 % | 529,322 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $12.67M | 4 % | 126,658 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $11.98M | 4 % | 162,588 |
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