REGIMEN WEALTH, LLC
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
75
- Value ($000)
$336,895
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001963863
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
H ISHARES TR | CORE HIGH DV ETF | 46429B663 | $27.90M | 8 % | 227,925 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $23.14M | 7 % | 500,615 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $21.83M | 7 % | 436,001 | ||
U WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $21.40M | 6 % | 425,704 | ||
F FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $20.43M | 6 % | 366,859 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $19.82M | 6 % | 197,739 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.76M | 6 % | 724,049 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $17.72M | 5 % | 421,758 | ||
V VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $15.12M | 5 % | 226,161 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.05M | 4 % | 409,376 |
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