RW
Regimen Wealth Portfolio holdings
AUM
$322M
1-Year Est. Return
7.97%
1 Year Est. Return
+7.97%
AUM
$311M
AUM Growth
+$4.89M
(+1.6%)
Holding
66
Top Buys
| 1 | +$680K | |
| 2 | +$545K | |
| 3 | +$520K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$417K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$363K |
Top Sells
| 1 | +$233K | |
| 2 | +$209K | |
| 3 | +$150K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$111K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$84.9K |
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Financials | 0.68% |
| 3 | Consumer Discretionary | 0.42% |
| 4 | Consumer Staples | 0.32% |
| 5 | Healthcare | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 7-10 Year Treasury Bond ETF
IEF
$38.5B
| $286K | 0.09% |
2,999
+181
|
|
||
52
Costco
COST
$411B
| $278K | 0.09% |
294
+8
|
|
||
53
Merck
MRK
$206B
| $278K | 0.09% |
3,092
+48
|
|
||
54
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| $275K | 0.09% |
2,656
-11
|
|
||
55
Mastercard
MA
$489B
| $268K | 0.09% |
489
+1
|
|
||
56
SPDR Gold MiniShares Trust
GLDM
$21.8B
| $266K | 0.09% |
4,304
-181
|
|
||
57
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$116M
| $262K | 0.08% |
+8,948
|
|
||
58
WisdomTree International Equity Fund
DWM
$600M
| $255K | 0.08% |
4,393
-110
|
|
||
59
Ameriprise Financial
AMP
$42.6B
| $254K | 0.08% |
525
+64
|
|
||
60
Schwab International Equity ETF
SCHF
$52.8B
| $252K | 0.08% |
12,726
|
|
||
61
Vanguard Mid-Cap ETF
VO
$87.7B
| $247K | 0.08% |
947
+71
|
|
||
62
McDonald's
MCD
$211B
| $235K | 0.08% |
752
-18
|
|
||
63
JPMorgan US Quality Factor ETF
JQUA
$7.73B
| $213K | 0.07% |
3,765
+10
|
|
||
64
Synopsys
SNPS
$82.8B
| $204K | 0.07% |
476
|
|
||
65
Vanguard Small-Cap ETF
VB
$67.3B
| $202K | 0.07% |
911
+3
|
|
||
66
Invesco QQQ Trust
QQQ
$402B
| – | – |
-409
|
|