REGIMEN WEALTH, LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
74
- Value ($000)
$322,070
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $26.70M | 8 % | 227,877 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $22.45M | 7 % | 490,758 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $21.29M | 7 % | 434,319 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $21.17M | 7 % | 420,794 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $19.28M | 6 % | 194,312 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $19.20M | 6 % | 369,090 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.14M | 6 % | 722,339 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $16.90M | 5 % | 427,919 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $14.52M | 5 % | 222,180 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.05M | 4 % | 412,394 |
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