REGATTA CAPITAL GROUP, LLC
Q1 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
187
- Value ($000)
$516,363
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001911488
- 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 |
|---|---|---|---|---|---|---|---|
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $47.01M | 9 % | 534,212 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $46.20M | 9 % | 378,650 | ||
AAPL APPLE INC | COM | 037833100 | $28.60M | 6 % | 128,733 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $28.36M | 6 % | 164,185 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $20.42M | 4 % | 493,417 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $18.56M | 4 % | 706,058 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $18.05M | 4 % | 207,017 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $16.06M | 3 % | 94,001 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $14.07M | 3 % | 288,608 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $13.86M | 3 % | 141,543 |
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