Regimen Wealth, LLC Incresed Positions in Q2 2024

Regimen Wealth, LLC

  • $290 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
41.7K
+ 44.77%
$44.3 - $45.58 $1.85M - $1.9M
135K $6.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
12.4K
+ 145.87%
$79.31 - $93.31 $981K - $1.15M
20.9K $1.93B
SCHG
Schwab Strategic Tr Us Large C

ETFs
316
+ 0.22%
$87.04 - $101.61 $27.5K - $32.1K
144K $14.5B
MUB
Ishares National Muni Bond ETF

ETFs
11.3K
+ 6.57%
$105.37 - $107.16 $1.19M - $1.21M
183K $19.5B
AAPL
Apple Inc.

Technology
73
+ 0.42%
$165.0 - $216.67 $12K - $15.8K
17.3K $3.65B
USFR
Wisdomtree Floating Rate Treas

ETFs
11.6K
+ 3.2%
$50.28 - $50.52 $583K - $586K
374K $18.8B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.79K
+ 1.77%
$55.18 - $59.2 $154K - $165K
160K $9.48B
MBB
Ishares Tr

ETFs
2.29K
+ 16.44%
$89.41 - $92.64 $205K - $212K
16.2K $1.49B
TAXF
American Centy ETF Tr Diversif

ETFs
3.74K
+ 52.89%
$49.73 - $50.54 $186K - $189K
10.8K $544M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.91K
+ 1.5%
$44.06 - $45.49 $349K - $360K
534K $24B
AMZN
Amazon Com Inc

Consumer Cyclical
48
+ 0.88%
$173.67 - $197.85 $8.34K - $9.5K
5.53K $1.07B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.25K
+ 1.37%
$95.11 - $97.92 $214K - $221K
167K $16.2B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.15K
+ 0.74%
$66.16 - $71.7 $76.1K - $82.5K
157K $10.7B
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 2.89%
$704.88 - $870.75 $5.64K - $6.97K
285 $242M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
680
+ 8.7%
N/A
8.5K $427M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.26%
$272.21 - $298.72 $2.18K - $2.39K
3.13K $932M
IEF
Ishares Barclays

ETFs
350
+ 13.74%
$91.24 - $94.6 $31.9K - $33.1K
2.9K $271M
SNPS
Synopsys Inc

Technology
18
+ 3.78%
$510.71 - $620.31 $9.19K - $11.2K
494 $294M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.39K
+ 1.71%
$61.69 - $64.0 $148K - $153K
142K $8.93B
IXC
Ishares Tr Global Energy ETF

ETFs
680
+ 9.93%
$39.86 - $44.76 $27.1K - $30.4K
7.53K $312M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.28%
$495.16 - $548.49 $990 - $1.1K
710 $386M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.11%
$58.7 - $64.78 $352 - $389
5.64K $362M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
109
+ 1.49%
$51.16 - $55.11 $5.58K - $6.01K
7.42K $394M
IDEV
Ishares Core Msci Intl Develop

ETFs
65
+ 1.28%
$64.09 - $68.74 $4.17K - $4.47K
5.14K $338M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
266
+ 0.78%
$49.55 - $50.44 $13.2K - $13.4K
34.4K $1.72B
MA
Mastercard Inc

Financial Services
1
+ 0.21%
$441.1 - $479.43 $441 - $479
487 $215M
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 0.33%
$117.31 - $125.13 $1.99K - $2.13K
5.21K $628M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.94K
+ 1.13%
$37.62 - $40.69 $111K - $120K
263K $10.3B
EFG
Msci Eafe Growth ETF

ETFs
1.18K
+ 1.07%
$97.17 - $106.25 $115K - $126K
112K $11.5B
HDV
Ishares Core High Dividend ETF

ETFs
1.57K
+ 0.6%
$105.85 - $111.68 $166K - $175K
263K $28.6B
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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