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
+1.22%
-0.54%
105,849.9
 
DFLV 		Dimensional US Large Cap Value ETF
822,968
22,121.4
-0.41%
13.650
-0.06%
4.050
-4.93%
-0.57%
3,366.7
 
IVV 		iShares Core S&P 500 ETF
31,068
14,588.4
+0.05%
9.000
0%
0.000
-0.82%
+0.59%
582,590.8
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
87,205
9,509.7
+3.60%
5.870
+0.20%
0.030
-1.68%
+0.87%
30,530.3
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
119,233
9,189.3
+3.01%
5.670
+0.17%
0.020
+0.27%
+1.38%
35,187.0
 
DFAS 		Dimensional U.S. Small Cap ETF
142,852
8,226.8
+3.54%
5.070
+0.17%
0.150
-3.90%
-5.84%
9,732.2
 
VTI 		Vanguard Total Stock Market ETF
30,483
7,095.4
+0.78%
4.380
+0.03%
0.000
-1.05%
+0.02%
449,786.3
 
VO 		Vanguard Mid-Cap ETF
27,389
6,236.4
+4.26%
3.850
+0.16%
0.010
-0.13%
+2.28%
74,555.2
 
AGG 		iShares Core U.S. Aggregate Bond ETF
57,431
5,652.9
+3.53%
3.490
+0.12%
0.010
-1.16%
+1.24%
124,077.6
 
DFAI 		Dimensional International Core Equity Market ETF
196,730
5,551.7
+6.37%
3.420
+0.20%
0.160
+9.28%
+16.54%
10,120.5
 

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 ETF2023-12-31Add
+1.62%
●
133.66 ($145.27) 158.41
$176.43
21.45%
Add 653.57%
19,540
16,947
USMV 		iShares MSCI USA Min Vol Factor ETF2023-12-31Reduce
-0.70%
●
70.56 ($74.62) 78.63
$93.51
25.31%
Reduce -20.49%
55,313
-14,258
IWF 		iShares Russell 1000 Growth ETF2023-12-31Reduce
-0.55%
●
256.94 ($282.86) 304.21
$399.43
41.21%
Reduce -3.03%
96,593
-3,017
DFAI 		Dimensional International Core Equity Market ETF2023-12-31Add
+0.20%
●
24.88 ($26.7) 28.69
$34.03
27.45%
Add 6.37%
196,730
11,781
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2023-12-31Add
+0.20%
●
98.28 ($104.14) 111.36
$107.77
3.49%
Add 3.6%
87,205
3,030
VONV 		Vanguard Russell 1000 Value Index Fund2023-12-31New Buy
+0.20%
●
63.06 ($67.78) 72.78
$82.81
22.17%
New holding
4,596
4,596
DFAS 		Dimensional U.S. Small Cap ETF2023-12-31Add
+0.17%
●
48.83 ($53.59) 60.51
$61.28
14.35%
Add 3.54%
142,852
4,879
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-12-31Add
+0.17%
●
74.49 ($75.76) 77.37
$79.09
4.40%
Add 3.01%
119,233
3,485
VO 		Vanguard Mid-Cap ETF2023-12-31Add
+0.16%
●
195.66 ($213.71) 233.95
$270.16
26.41%
Add 4.26%
27,389
1,118
MSFT 		Microsoft Corp2023-12-31Add
+0.13%
●
313.39 ($355.93) 382.7
$460.36
29.34%
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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