Regimen Wealth, LLC Purchases in Q1 2025

Regimen Wealth, LLC

  • $311 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
4.29K
+ 1.66%
$110.86 - $121.12 $475K - $519K
263K $31.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.3K
+ 2.29%
$27.01 - $28.54 $657K - $694K
1.09M $30.4B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.9K
+ 1.18%
$67.08 - $76.14 $127K - $145K
163K $12B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.3K
+ 1.23%
$44.41 - $45.98 $324K - $336K
599K $27.4B
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.46K
+ 0.53%
$36.91 - $41.03 $53.9K - $59.9K
277K $11B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.25K
+ 0.67%
$95.85 - $99.25 $119K - $124K
187K $18.5B
EFG
Msci Eafe Growth ETF

ETFs
119
+ 0.09%
$96.1 - $106.37 $11.4K - $12.7K
127K $12.7B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.76K
New
$106.22 - $111.09 $399K - $417K
3.76K $417M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.31K
+ 2.18%
N/A
155K $9.97B
USFR
Wisdomtree Floating Rate Treas

ETFs
7.22K
+ 1.75%
$50.29 - $50.5 $363K - $364K
420K $21.1B
Blackrock ETF Trust Ii
8.95K
New
N/A
8.95K $262M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.57K
+ 29.36%
$58.01 - $64.46 $90.8K - $101K
6.9K $428M
IDEV
Ishares Core Msci Intl Develop

ETFs
431
+ 5.76%
$63.77 - $71.36 $27.5K - $30.8K
7.91K $547M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.04K
+ 1.12%
$54.25 - $57.64 $111K - $118K
185K $10.2B
MBB
Ishares Tr

ETFs
1
+ 0.01%
$90.37 - $94.08 $90.4 - $94.1
17K $1.59B
IEF
Ishares Barclays

ETFs
181
+ 6.42%
$91.17 - $95.39 $16.5K - $17.3K
3K $286M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 2.8%
$890.62 - $1076.86 $7.12K - $8.61K
294 $278M
VO
Vanguard Mid Cap ETF

ETFs
71
+ 8.11%
$251.87 - $277.95 $17.9K - $19.7K
947 $247M
MA
Mastercard Inc

Financial Services
1
+ 0.2%
$504.67 - $576.31 $505 - $576
489 $268M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
542
+ 6.25%
$64.88 - $72.1 $35.2K - $39.1K
9.22K $608M
AMP
Ameriprise Financial Inc

Financial Services
64
+ 13.88%
$472.29 - $575.13 $30.2K - $36.8K
525 $254M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
88
+ 0.71%
$22.46 - $23.26 $1.98K - $2.05K
12.5K $290M
TAXF
American Centy ETF Tr Diversif

ETFs
201
+ 1.67%
$49.19 - $50.86 $9.89K - $10.2K
12.3K $606M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
26
+ 0.39%
$90.0 - $96.32 $2.34K - $2.5K
6.64K $613M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10
+ 0.27%
$55.41 - $60.74 $554 - $607
3.77K $213M
SCHX
Schwab Strategic Tr Us Large C

ETFs
492
+ 3.05%
$21.75 - $24.28 $10.7K - $11.9K
16.6K $367M
IWB
Ishares Tr Russell 1000 ETF

ETFs
115
+ 3.65%
$302.31 - $337.54 $34.8K - $38.8K
3.27K $1B
IWS
Ishares Russell Midcap Value E

ETFs
18
+ 0.34%
$122.59 - $135.24 $2.21K - $2.43K
5.27K $664M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.33%
$217.89 - $252.64 $654 - $758
911 $202M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.28%
$551.42 - $612.93 $1.1K - $1.23K
717 $401M
MRK
Merck & Co., Inc.

Healthcare
48
+ 1.58%
$83.01 - $101.02 $3.98K - $4.85K
3.09K $278M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.59K
+ 2.28%
$53.6 - $58.97 $353K - $388K
295K $16.2B
AMZN
Amazon Com Inc

Consumer Cyclical
74
+ 1.35%
$190.26 - $242.06 $14.1K - $17.9K
5.55K $1.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.1%
$360.07 - $417.26 $1.44K - $1.67K
4.07K $1.47B
VOT
Vanguard Mid Cap Growth Index

ETFs
281
+ 0.94%
$237.72 - $276.98 $66.8K - $77.8K
30.2K $7.4B
AAPL
Apple Inc.

Technology
128
+ 0.76%
$209.68 - $247.1 $26.8K - $31.6K
17K $3.77B
SPYG
Spdr Portfolio

ETFs
815
+ 1.06%
$80.05 - $92.39 $65.2K - $75.3K
77.8K $6.26B
AVUV
American Centy ETF Tr Avantis

ETFs
2.4K
+ 2.4%
$84.95 - $100.62 $204K - $242K
102K $8.93B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.73K
+ 0.52%
$24.91 - $29.02 $68K - $79.2K
529K $13.3B
Activity Summary
Buys All Purchases 40 New Holdings 2 Increased Positions 38 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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