RW

REGIMEN WEALTH, LLC

13F
REGIMEN WEALTH, LLC
Last update 2025-05-14 65 Stocks (2 new)
Value $311.00 Mil Turnover 2 %
Countries:
Top Holdings: HDV(10.26%)SCHD(9.76%)FBND(8.79%)MUB(7.02%)USFR(6.79%)
Summary Stock Picks Current Portfolio
REGIMEN WEALTH, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HDV 		iShares Core High Dividend ETF
263,342
31,903.8
+1.66%
10.260
+0.17%
0.280
-0.80%
+4.61%
11,164.4
 
SCHD 		Schwab US Dividend Equity ETF
1,086,139
30,376.1
+2.29%
9.760
+0.22%
0.040
-5.02%
-2.03%
68,890.7
 
FBND 		Fidelity Total Bond ETF
598,930
27,352.3
+1.23%
8.790
+0.11%
0.150
+0.91%
+1.99%
18,331.2
 
MUB 		iShares National Muni Bond ETF
206,975
21,823.4
+2.56%
7.020
+0.18%
0.060
-1.43%
-1.03%
38,724.1
 
USFR 		WisdomTree Floating Rate Treasury Fund
419,564
21,122.2
+1.75%
6.790
+0.12%
0.110
+0.98%
+1.63%
18,878.5
 
AGG 		iShares Core U.S. Aggregate Bond ETF
186,965
18,503.1
+0.67%
5.950
+0.04%
0.010
+0.90%
+1.81%
122,543.9
 
COWZ 		Pacer US Cash Cows 100 ETF
295,402
16,180.4
+2.28%
5.200
+0.12%
0.070
-6.39%
-2.64%
21,778.1
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
529,322
13,259.9
+0.52%
4.260
+0.02%
0.040
-4.33%
-0.76%
40,849.7
 
EFG 		iShares MSCI EAFE Growth ETF
126,658
12,668.6
+0.09%
4.070
0%
0.110
+3.88%
+12.05%
13,020.5
 
VYMI 		Vanguard International High Dividend Yield ETF
162,588
11,983.9
+1.18%
3.850
+0.04%
0.140
+9.22%
+16.36%
9,211.0
 

REGIMEN WEALTH, LLC's Historical Top Holdings Breakdowns

REGIMEN WEALTH, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.22%
●
27.01 ($27.88) 28.54
$26.52
-4.86%
Add 2.29%
1,086,139
24,323
MUB 		iShares National Muni Bond ETF2025-03-31Add
+0.18%
●
104.71 ($106.35) 107.68
$104.36
-1.87%
Add 2.56%
206,975
5,172
HDV 		iShares Core High Dividend ETF2025-03-31Add
+0.17%
●
110.86 ($116.87) 121.12
$116.66
-0.18%
Add 1.66%
263,342
4,289
TIP 		iShares TIPS Bond ETF2025-03-31New Buy
+0.13%
●
106.22 ($108.63) 111.09
$108.69
0.06%
New holding
3,755
3,755
USFR 		WisdomTree Floating Rate Treasury Fund2025-03-31Add
+0.12%
●
50.29 ($50.4) 50.5
$50.44
0.08%
Add 1.75%
419,564
7,215
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31Add
+0.12%
●
53.6 ($56.92) 58.97
$54.76
-3.79%
Add 2.28%
295,402
6,585
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.11%
●
44.41 ($45.29) 45.98
$45.08
-0.46%
Add 1.23%
598,930
7,303
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Reduce
-0.08%
●
190.34 ($198.85) 205.23
$199.04
0.10%
Reduce -30.02%
2,797
-1,200
IVVB 		iShares Large Cap Deep Buffer ETF2025-03-31New Buy
+0.08%
●
29.27 ($30.6) 31.53
$30.35
-0.82%
New holding
8,948
8,948
VWOB 		Vanguard Emerging Markets Government Bond ETF2025-03-31Add
+0.07%
●
62.87 ($64.11) 65.14
$63.84
-0.43%
Add 2.18%
155,321
3,313

REGIMEN WEALTH, LLC Total Holding History ($B)

To

REGIMEN WEALTH, LLC's Asset Allocation

To

REGIMEN WEALTH, LLC Past Portfolios

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

Top Ranked Articles

  • 1

REGIMEN WEALTH, LLC's Hypothetical Growth since 2025-03-31

REGIMEN WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

REGIMEN WEALTH, LLC's Holdings Heat Map

Size field:

REGIMEN WEALTH, LLC's Holdings Bubble Chart

REGIMEN WEALTH, LLC News

  • 1

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