RW

Regal Wealth Group, Inc.

13F
Regal Wealth Group, Inc.
Last update 2024-02-23 43 Stocks (1 new)
Value $162.00 Mil Turnover 3 %
Countries:
Top Holdings: IWF(17.54%)DFLV(13.65%)IVV(9.00%)LQD(5.87%)VCSH(5.67%)
Summary Stock Picks Current Portfolio
Regal Wealth Group, Inc. Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
96,593
28,439.8
-3.03%
17.540
-0.55%
0.040
+32.75%
+6.03%
111,819.6
 
DFLV
Dimensional US Large Cap Value ETF
822,968
22,121.4
-0.41%
13.650
-0.06%
4.050
+17.58%
+5.76%
3,684.7
 
IVV
iShares Core S&P 500 ETF
31,068
14,588.4
+0.05%
9.000
0%
0.000
+25.36%
+6.55%
618,966.2
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
87,205
9,509.7
+3.60%
5.870
+0.20%
0.030
+3.82%
+3.49%
29,737.8
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
119,233
9,189.3
+3.01%
5.670
+0.17%
0.020
+2.19%
+3.43%
34,872.4
 
DFAS
Dimensional U.S. Small Cap ETF
142,852
8,226.8
+3.54%
5.070
+0.17%
0.150
+25.40%
+1.01%
10,485.9
 
VTI
Vanguard Total Stock Market ETF
30,483
7,095.4
+0.78%
4.380
+0.03%
0.000
+25.74%
+6.13%
469,505.6
 
VO
Vanguard Mid-Cap ETF
27,389
6,236.4
+4.26%
3.850
+0.16%
0.010
+23.89%
+7.68%
79,335.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
57,431
5,652.9
+3.53%
3.490
+0.12%
0.010
+1.38%
+3.20%
127,749.8
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
196,730
5,551.7
+6.37%
3.420
+0.20%
0.160
+24.92%
+20.24%
10,496.3
 

Regal Wealth Group, Inc.'s Historical Top Holdings Breakdowns

Regal Wealth Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RSP
Invesco S&P 500 Equal Weight ETF
2023-12-31
Add
Add
+1.62%
●
133.66 ($145.27) 158.41
$184.16
26.77%
Add 653.57%
19,540
16,947
USMV
iShares MSCI USA Min Vol Factor ETF
2023-12-31
Reduce
Reduce
-0.70%
●
70.56 ($74.62) 78.63
$93.55
25.37%
Reduce -20.49%
55,313
-14,258
IWF
iShares Russell 1000 Growth ETF
2023-12-31
Reduce
Reduce
-0.55%
●
256.94 ($282.86) 304.21
$424.93
50.23%
Reduce -3.03%
96,593
-3,017
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2023-12-31
Add
Add
+0.20%
●
24.88 ($26.7) 28.69
$34.55
29.40%
Add 6.37%
196,730
11,781
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2023-12-31
Add
Add
+0.20%
●
98.28 ($104.14) 111.36
$108.10
3.80%
Add 3.6%
87,205
3,030
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2023-12-31
New Buy
New Buy
+0.20%
●
63.06 ($67.78) 72.78
$85.88
26.70%
New holding
4,596
4,596
DFAS
Dimensional U.S. Small Cap ETF
2023-12-31
Add
Add
+0.17%
●
48.83 ($53.59) 60.51
$65.42
22.08%
Add 3.54%
142,852
4,879
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2023-12-31
Add
Add
+0.17%
●
74.49 ($75.76) 77.37
$78.97
4.24%
Add 3.01%
119,233
3,485
VO
Vanguard Mid-Cap ETF
2023-12-31
Add
Add
+0.16%
●
195.66 ($213.71) 233.95
$282.06
31.98%
Add 4.26%
27,389
1,118
MSFT
Microsoft Corp
2023-12-31
Add
Add
+0.13%
●
313.39 ($355.93) 382.7
$496.62
39.53%
Add 45.39%
1,877
586

Regal Wealth Group, Inc. Total Holding History ($B)

To

Regal Wealth Group, Inc.'s Asset Allocation

To

Regal Wealth Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Regal Wealth Group, Inc.'s Hypothetical Growth since 2023-12-31

Regal Wealth Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Regal Wealth Group, Inc.'s Holdings Heat Map

Size field:

Regal Wealth Group, Inc.'s Holdings Bubble Chart

Regal Wealth Group, Inc. News

  • 1

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