News + Filings Holdings
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REGIMEN WEALTH, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| ESGU | Common | 12,298 | -24,075 | 1,198,582,000 | -2,070,375,000 | 0.50 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 30,192 | -7,551 | 1,477,589,000 | -369,581,000 | 0.61 | |
Hist
| 06/30/2023 |
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BlackRock Funds III
| TLH | Common | 4,324 | -2,412 | 478,929,000 | -298,550,000 | 0.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 3,505 | -3,573 | 964,486,000 | -234,497,000 | 0.40 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 5,261 | -3,159 | 830,388,000 | -224,209,000 | 0.34 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 28,913 | -9,055 | 1,425,140,000 | -188,053,000 | 0.59 | |
Hist
| 06/30/2023 |
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World Gold Trust
| GLDM | ETF | 6,670 | -1,652 | 254,060,000 | -71,413,000 | 0.11 | |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 9,722 | -5,057 | 585,446,000 | -13,206,000 | 0.24 | |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 746 | -34 | 222,723,000 | 14,779,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 798 | -89 | 353,892,000 | 17,619,000 | 0.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MBB | Common | 18,139 | -1,449 | 1,691,744,000 | 54,207,000 | 0.70 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 5,740 | -460 | 748,266,000 | 114,065,000 | 0.31 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 17,095 | -242 | 3,315,916,000 | 479,589,000 | 1.37 | |
Hist
| 06/30/2023 |
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