Regimen Wealth, LLC Incresed Positions in Q3 2025

Regimen Wealth, LLC

  • $337 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
48
+ 0.02%
$118.16 - $123.66 $5.67K - $5.94K
228K $27.9B
AAPL
Apple Inc.

Technology
18
+ 0.11%
$202.38 - $256.87 $3.64K - $4.62K
16.3K $4.15B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.86K
+ 2.01%
$45.26 - $46.63 $446K - $460K
501K $23.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.71K
+ 0.24%
$26.38 - $27.95 $45.1K - $47.8K
724K $19.8B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.98K
+ 1.79%
N/A
226K $15.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.43K
+ 1.76%
$97.75 - $100.75 $335K - $345K
198K $19.8B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.68K
+ 0.39%
$48.5 - $50.19 $81.6K - $84.4K
436K $21.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
44
+ 0.17%
$108.97 - $121.65 $4.79K - $5.35K
25.5K $3.08B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
218
+ 0.45%
$54.35 - $59.32 $11.8K - $12.9K
48.4K $2.86B
USFR
Wisdomtree Floating Rate Treas

ETFs
4.91K
+ 1.17%
$50.23 - $50.48 $247K - $248K
426K $21.4B
EFV
Msci Eafe Value ETF

ETFs
127
+ 0.28%
$62.79 - $68.42 $7.97K - $8.69K
46K $3.12B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.64K
+ 2.09%
$45.6 - $46.92 $120K - $124K
129K $6.03B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.09%
$420.11 - $472.68 $1.26K - $1.42K
3.47K $1.62B
IVE
Ishares S&P 500 Value ETF

ETFs
81
+ 0.66%
$194.44 - $206.51 $15.7K - $16.7K
12.3K $2.55B
GLDM
World Gold Trust

ETFs
1.01K
+ 16.24%
$64.73 - $76.45 $65.4K - $77.2K
7.23K $553M
IEMG
Ishares Inc

ETFs
211
+ 1.12%
N/A
19K $1.26B
OEF
Ishares S&P 100 ETF

ETFs
10
+ 0.25%
N/A
3.98K $1.32B
IAU
Ishares Gold Trust

ETFs
58
+ 0.65%
$61.62 - $72.77 $3.57K - $4.22K
9.05K $658M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.25%
$339.37 - $366.46 $2.71K - $2.93K
3.26K $1.19B
Blackrock ETF Trust
100
+ 0.3%
N/A
33.6K $1.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
19
+ 0.54%
$236.25 - $257.69 $4.49K - $4.9K
3.51K $900M
MBB
Ishares Tr

ETFs
362
+ 2.52%
$92.46 - $95.73 $33.5K - $34.7K
14.7K $1.4B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
313
+ 2.34%
$98.52 - $103.93 $30.8K - $32.5K
13.7K $1.41B
MUB
Ishares National Muni Bond ETF

ETFs
136
+ 0.8%
$103.24 - $106.68 $14K - $14.5K
17.2K $1.83B
IWS
Ishares Russell Midcap Value E

ETFs
22
+ 0.42%
$132.83 - $140.61 $2.92K - $3.09K
5.31K $742M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.16%
$192.76 - $203.86 $1.35K - $1.43K
4.39K $894M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
32
+ 0.48%
$94.17 - $99.95 $3.01K - $3.2K
6.7K $670M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.28%
$617.65 - $666.84 $1.24K - $1.33K
721 $480M
Blackrock ETF Trust Ii
527
+ 2.84%
N/A
19.1K $1.02B
SCHX
Schwab Strategic Tr Us Large C

ETFs
45
+ 0.27%
$24.46 - $26.5 $1.1K - $1.19K
16.7K $441M
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.44%
N/A
2.49K $536M
TAXF
American Centy ETF Tr Diversif

ETFs
118
+ 0.95%
$48.42 - $50.27 $5.71K - $5.93K
12.5K $627M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.24%
$546.99 - $602.2 $547 - $602
410 $246M
EMB
Ishares Tr

ETFs
103
+ 3.11%
$91.52 - $95.59 $9.43K - $9.85K
3.41K $325M
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.83%
$77.6 - $87.37 $2.02K - $2.27K
3.14K $264M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
255
+ 1.41%
$50.85 - $51.35 $13K - $13.1K
18.4K $942M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.35%
$237.58 - $259.17 $713 - $778
856 $218M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
29
+ 0.51%
$55.15 - $58.11 $1.6K - $1.69K
5.76K $331M
DWM
Wisdomtree Tr

ETFs
21
+ 0.47%
$62.79 - $66.96 $1.32K - $1.41K
4.49K $297M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
129
+ 1.02%
$22.9 - $23.58 $2.95K - $3.04K
12.8K $300M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.34%
$915.95 - $994.57 $916 - $995
295 $273M
KO
Coca Cola CO

Consumer Defensive
72
+ 0.72%
$65.67 - $71.67 $4.73K - $5.16K
10K $665M
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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