Regimen Wealth, LLC Incresed Positions in Q4 2024

Regimen Wealth, LLC

  • $306 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
30K
+ 7.84%
$50.23 - $50.46 $1.51M - $1.51M
412K $20.7B
MUB
Ishares National Muni Bond ETF

ETFs
16.2K
+ 8.74%
$105.78 - $108.7 $1.72M - $1.76M
202K $21.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46K
+ 8.44%
$44.87 - $46.86 $2.07M - $2.16M
592K $26.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
7.8K
+ 37.82%
$94.43 - $105.47 $737K - $823K
28.4K $2.88B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.5K
+ 17.26%
$45.07 - $47.1 $1.06M - $1.11M
160K $7.21B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
+ 8.9%
$96.64 - $101.23 $1.47M - $1.54M
186K $18B
EFV
Msci Eafe Value ETF

ETFs
16.1K
+ 63.26%
$51.78 - $57.15 $835K - $921K
41.6K $2.18B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.3K
+ 13.91%
$55.45 - $61.08 $1.24M - $1.36M
183K $10.1B
Blackrock ETF Trust Ii
6.48K
+ 57.15%
N/A
17.8K $923M
EFG
Msci Eafe Growth ETF

ETFs
14.3K
+ 12.79%
$96.83 - $106.88 $1.39M - $1.53M
127K $12.3B
TAXF
American Centy ETF Tr Diversif

ETFs
938
+ 8.44%
$49.94 - $51.44 $46.8K - $48.3K
12.1K $605M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.44%
$473.15 - $574.01 $946 - $1.15K
461 $245M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.32%
$311.11 - $335.64 $3.11K - $3.36K
3.15K $1.02B
IEMG
Ishares Inc

ETFs
2.02K
+ 12.14%
N/A
18.7K $972M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.42%
$567.81 - $607.81 $1.7K - $1.82K
715 $419M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.35%
$873.59 - $994.69 $874 - $995
286 $262M
IWD
Ishares Russell 1000 Val ETF

ETFs
141
+ 3.11%
$183.23 - $199.79 $25.8K - $28.2K
4.67K $864M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.67%
$233.76 - $261.58 $1.4K - $1.57K
908 $218M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
15
+ 0.4%
$55.86 - $60.21 $838 - $903
3.76K $215M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.97K
+ 121.09%
$18.41 - $40.87 $128K - $285K
12.7K $235M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.42K
+ 106.85%
$22.63 - $47.53 $145K - $305K
12.4K $282M
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 0.6%
N/A
4K $783M
DWM
Wisdomtree Tr

ETFs
275
+ 6.5%
$52.54 - $57.11 $14.4K - $15.7K
4.5K $237M
IEF
Ishares Barclays

ETFs
76
+ 2.77%
$92.08 - $98.18 $7K - $7.46K
2.82K $261M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 184.59%
$22.4 - $68.28 $235K - $715K
16.1K $374M
IWS
Ishares Russell Midcap Value E

ETFs
24
+ 0.46%
$128.08 - $140.32 $3.07K - $3.37K
5.25K $679M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39
+ 0.59%
$91.94 - $100.02 $3.59K - $3.9K
6.61K $612M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
365
+ 1.05%
$49.79 - $51.14 $18.2K - $18.7K
35K $1.75B
MBB
Ishares Tr

ETFs
517
+ 3.14%
$91.26 - $95.82 $47.2K - $49.5K
17K $1.55B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.9K
+ 4.76%
N/A
152K $9.6B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
108
+ 1.46%
$52.1 - $57.26 $5.63K - $6.18K
7.52K $392M
KO
Coca Cola CO

Consumer Defensive
140
+ 1.44%
$61.74 - $71.71 $8.64K - $10K
9.88K $615M
SCHG
Schwab Strategic Tr Us Large C

ETFs
382K
+ 263.69%
$25.93 - $105.3 $9.9M - $40.2M
527K $14.7B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.17K
+ 2.01%
$67.29 - $73.38 $213K - $233K
161K $10.9B
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.6K
+ 4.79%
$37.12 - $41.23 $467K - $519K
275K $10.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
694K
+ 188.81%
$26.93 - $84.95 $18.7M - $59M
1.06M $29B
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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