REGIMEN WEALTH, LLC
Q1 2026 13F Holdings
- Locationatlanta, GA
- Num holdings
70
- Value ($000)
$342,237
- Date Filed 05/07/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE HIGH DV ETF | 46429B663 | $31.94M | 9 % | 235,382 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $28.48M | 8 % | 928,347 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $27.46M | 8 % | 650,484 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $26.26M | 8 % | 575,558 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $25.21M | 7 % | 505,550 | ||
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $21.79M | 6 % | 331,670 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $15.23M | 5 % | 358,111 | ||
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $15.1M | 4 % | 273,397 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $14.79M | 4 % | 293,886 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $13.2M | 4 % | 140,093 |
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