Regimen Wealth, LLC Incresed Positions in Q2 2025

Regimen Wealth, LLC

  • $322 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
401K
+ 1194.16%
$48.13 - $49.85 $19.3M - $20M
434K $21.3B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
66.9K
+ 43.05%
N/A
222K $14.5B
VOT
Vanguard Mid Cap Growth Index

ETFs
8.38K
+ 27.7%
$216.28 - $284.39 $1.81M - $2.38M
38.6K $11B
AVUV
American Centy ETF Tr Avantis

ETFs
11.5K
+ 11.22%
$75.17 - $91.21 $864K - $1.05M
114K $10.4B
IVE
Ishares S&P 500 Value ETF

ETFs
4.56K
+ 59.28%
$168.34 - $195.42 $768K - $891K
12.3K $2.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.35K
+ 3.93%
$96.84 - $99.46 $711K - $731K
194K $19.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.13K
+ 21.89%
$152.42 - $182.82 $477K - $572K
17.4K $3.18B
EFV
Msci Eafe Value ETF

ETFs
5.24K
+ 12.88%
$52.4 - $64.65 $274K - $339K
45.9K $2.91B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.24K
+ 2.63%
$43.53 - $54.46 $53.8K - $67.3K
48.2K $2.62B
IEMG
Ishares Inc

ETFs
2.23K
+ 13.42%
N/A
18.8K $1.13B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
495
+ 5.37%
$58.41 - $72.69 $28.9K - $36K
9.71K $706M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
958
+ 22.51%
$91.43 - $91.74 $87.6K - $87.9K
5.21K $478M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.23K
+ 0.29%
$50.28 - $50.47 $61.8K - $62.1K
421K $21.2B
Blackrock ETF Trust Ii
735
+ 4.13%
N/A
18.5K $980M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
453
+ 17.06%
$102.02 - $103.5 $46.2K - $46.9K
3.11K $320M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.28%
$496.48 - $617.85 $993 - $1.24K
719 $444M
SCHX
Schwab Strategic Tr Us Large C

ETFs
51
+ 0.31%
$19.6 - $24.44 $1K - $1.25K
16.7K $408M
IWS
Ishares Russell Midcap Value E

ETFs
20
+ 0.38%
$110.58 - $132.14 $2.21K - $2.64K
5.29K $699M
VO
Vanguard Mid Cap ETF

ETFs
58
+ 6.12%
$228.54 - $279.83 $13.3K - $16.2K
1.01K $281M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
83
+ 0.65%
$17.76 - $22.1 $1.47K - $1.83K
12.8K $283M
DWM
Wisdomtree Tr

ETFs
77
+ 1.75%
$52.06 - $63.91 $4.01K - $4.92K
4.47K $284M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.38%
$422.19 - $533.73 $844 - $1.07K
527 $281M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
31
+ 0.47%
$81.46 - $94.63 $2.53K - $2.93K
6.67K $631M
MA
Mastercard Inc

Financial Services
1
+ 0.2%
$479.92 - $590.74 $480 - $591
490 $275M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
128
+ 1.02%
$22.68 - $23.28 $2.9K - $2.98K
12.7K $294M
TAXF
American Centy ETF Tr Diversif

ETFs
113
+ 0.92%
$47.8 - $49.79 $5.4K - $5.63K
12.4K $605M
KO
Coca Cola CO

Consumer Defensive
71
+ 0.72%
$68.37 - $73.9 $4.85K - $5.25K
9.95K $704M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.4%
$285.55 - $321.23 $857 - $964
755 $221M
MRK
Merck & Co., Inc.

Healthcare
25
+ 0.81%
$73.47 - $87.12 $1.84K - $2.18K
3.12K $247M
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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