Instuitional Investor - Regimen Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Regimen Wealth, Llc |
| Portfolio Value | $261,261,135 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 355,804 | $27,238,830 | 10.42% | |
| 2. | Ishares Tr | 253,194 | $25,974,892 | 9.94% | |
| 3. | Fidelity Merrimack Str Tr | 505,727 | $23,436,558 | 8.97% | |
| 4. | Wisdomtree Tr | 368,062 | $18,594,901 | 7.11% | |
| 5. | Ishares Tr | 156,454 | $16,961,124 | 6.49% |
