Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $341,935,263 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE HIGH DV ETF | 228,736 | $27,816,534 | 8.14% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 504,507 | $23,227,496 | 6.79% | |
| 3. | Vanguard Mun Bd Fds | 445,880 | $22,423,296 | 6.56% | |
| 4. | Wisdomtree Tr | 428,334 | $21,553,759 | 6.3% | |
| 5. | Fidelity Covington Trust | 364,872 | $20,684,598 | 6.05% |
Hedge Fund Resource Center 
