Regimen Wealth, LLC Purchases in Q3 2024

Regimen Wealth, LLC

  • $309 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.55K
+ 1.81%
$77.02 - $85.06 $504K - $557K
368K $31.1B
HDV
Ishares Core High Dividend ETF

ETFs
1.82K
+ 0.69%
$107.62 - $118.76 $196K - $216K
265K $31.2B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.5K
+ 2.15%
$44.65 - $47.21 $514K - $543K
546K $25.5B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.39K
+ 0.83%
$53.41 - $57.9 $128K - $138K
291K $16.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.48K
+ 2.08%
$96.25 - $101.98 $335K - $355K
171K $17.3B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
965
+ 0.62%
$66.31 - $74.08 $64K - $71.5K
158K $11.6B
AVUV
American Centy ETF Tr Avantis

ETFs
870
+ 0.84%
$88.24 - $99.7 $76.8K - $86.7K
105K $10.1B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.21K
+ 2.26%
$62.4 - $62.4 $200K - $200K
145K $9.63B
MUB
Ishares National Muni Bond ETF

ETFs
2.21K
+ 1.21%
$106.13 - $108.7 $235K - $240K
186K $20.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
714
+ 0.5%
$92.63 - $105.69 $66.1K - $75.5K
145K $15.1B
AAPL
Apple Inc.

Technology
65
+ 0.37%
$207.23 - $234.82 $13.5K - $15.3K
17.4K $4.06B
USFR
Wisdomtree Floating Rate Treas

ETFs
7.97K
+ 2.13%
$50.2 - $50.48 $400K - $403K
382K $19.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.69K
+ 1.25%
$44.83 - $47.42 $75.8K - $80.1K
136K $6.43B
TIP
Ishares Tr Tips Bd ETF

ETFs
2.97K
New
$105.92 - $110.83 $314K - $329K
2.97K $328M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
127
+ 0.08%
$56.04 - $62.99 $7.12K - $8K
160K $9.79B
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
+ 44.68%
$182.15 - $182.15 $223K - $223K
3.97K $787M
MCD
Mcdonalds Corp

Consumer Cyclical
771
New
$245.82 - $304.51 $190K - $235K
771 $235M
AMP
Ameriprise Financial Inc

Financial Services
459
New
$391.53 - $469.81 $180K - $216K
459 $216M
VB
Vanguard Small Cap ETF

ETFs
902
New
$214.77 - $237.72 $194K - $214K
902 $214M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.74K
New
$51.29 - $56.57 $192K - $212K
3.74K $212M
GLDM
World Gold Trust

ETFs
1.45K
+ 17.68%
$46.2 - $53.01 $66.8K - $76.7K
9.62K $502M
IVE
Ishares S&P 500 Value ETF

ETFs
32
+ 0.41%
$181.06 - $197.17 $5.79K - $6.31K
7.76K $1.53B
MBB
Ishares Tr

ETFs
257
+ 1.58%
$90.85 - $96.66 $23.3K - $24.8K
16.5K $1.58B
KO
Coca Cola CO

Consumer Defensive
74
+ 0.77%
$62.69 - $73.01 $4.64K - $5.4K
9.74K $700M
TLT
Ishares Barclays 20+ Year Trea

ETFs
65
+ 0.7%
$89.91 - $101.33 $5.84K - $6.59K
9.41K $923M
IWS
Ishares Russell Midcap Value E

ETFs
23
+ 0.44%
$119.52 - $132.25 $2.75K - $3.04K
5.23K $691M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.35%
$283.28 - $314.39 $3.12K - $3.46K
3.14K $988M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
40
+ 0.61%
$87.56 - $95.49 $3.5K - $3.82K
6.57K $628M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
269
+ 0.78%
$49.93 - $51.15 $13.4K - $13.8K
34.6K $1.77B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
152
+ 1.59%
$60.84 - $67.51 $9.25K - $10.3K
9.69K $654M
IDEV
Ishares Core Msci Intl Develop

ETFs
113
+ 2.2%
$63.46 - $71.43 $7.17K - $8.07K
5.26K $372M
Blackrock ETF Trust Ii
255
+ 2.3%
N/A
11.3K $607M
TAXF
American Centy ETF Tr Diversif

ETFs
309
+ 2.86%
$50.16 - $51.43 $15.5K - $15.9K
11.1K $572M
VO
Vanguard Mid Cap ETF

ETFs
30
+ 3.51%
$237.84 - $263.83 $7.14K - $7.91K
885 $234M
MA
Mastercard Inc

Financial Services
1
+ 0.21%
$429.6 - $500.99 $430 - $501
488 $241M
EMB
Ishares Tr

ETFs
96
+ 3.22%
$87.75 - $93.74 $8.42K - $9K
3.07K $288M
SCHX
Schwab Strategic Tr Us Large C

ETFs
35
+ 0.62%
$61.11 - $67.85 $2.14K - $2.37K
5.67K $385M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.28%
$517.38 - $573.86 $1.03K - $1.15K
712 $409M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
101
+ 1.79%
$36.98 - $41.55 $3.73K - $4.2K
5.76K $237M
DWM
Wisdomtree Tr

ETFs
21
+ 0.5%
$52.24 - $58.1 $1.1K - $1.22K
4.23K $243M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
57
+ 0.96%
$45.2 - $47.87 $2.58K - $2.73K
6.01K $286M
HEFA
Ishares Currency Hedged Msci E

ETFs
333
+ 1.78%
$32.34 - $35.85 $10.8K - $11.9K
19K $674M
IXC
Ishares Tr Global Energy ETF

ETFs
30
+ 0.4%
$38.94 - $42.35 $1.17K - $1.27K
7.56K $306M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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