Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $306,199,010 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 259,053 | $29,081,302 | 9.49% | |
| 2. | FNDF | 1,061,816 | $29,008,811 | 9.47% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 591,627 | $26,546,308 | 8.66% | |
| 4. | Ishares Tr - NATIONAL MUN ETF | 201,803 | $21,502,063 | 7.02% | |
| 5. | Wisdomtree Tr | 412,349 | $20,749,384 | 6.77% |
