Notify me when REGIMEN WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 76 | $341,935,263 | +$2,937,780 | -$1,597,738 | +$1,340,042 | HDV, FBND, VTEB, USFR, FDVV | 13F-HR | 09 Feb 2026, 15:40 |
| Q3 2025 | 75 | $336,895,376 | +$2,924,747 | -$2,230,226 | +$694,521 | HDV, FBND, VTEB, USFR, FDVV | 13F-HR | 12 Nov 2025, 08:03 |
| Q2 2025 | 74 | $322,069,910 | +$84,274,370 | -$83,515,943 | +$758,427 | HDV, FBND, VTEB, USFR, AGG | 13F-HR | 06 Aug 2025, 11:17 |
| Q1 2025 | 65 | $311,090,845 | +$4,903,827 | -$1,204,662 | +$3,699,165 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 14 May 2025, 13:30 |
| Q4 2024 | 64 | $306,199,010 | +$45,677,793 | -$8,244,561 | +$37,433,232 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 13 Feb 2025, 15:38 |
| Q3 2024 | 65 | $309,104,283 | +$4,714,500 | -$1,179,415 | +$3,535,085 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 13 Nov 2024, 19:44 |
| Q2 2024 | 62 | $290,426,315 | +$13,398,417 | -$10,866,730 | +$2,531,687 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 14 Aug 2024, 14:32 |
| Q1 2024 | 64 | $288,320,426 | +$32,648,765 | -$14,648,984 | +$17,999,781 | SCHD, HDV, FBND, MUB, USFR | 13F-HR | 14 May 2024, 12:13 |
| Q4 2023 | 60 | $260,888,624 | +$21,265,742 | -$8,938,480 | +$12,327,262 | SCHD, HDV, FBND, USFR, MUB | 13F-HR | 13 Feb 2024, 20:10 |
| Q3 2023 | 62 | $243,498,631 | +$16,440,754 | -$5,900,511 | +$10,540,243 | HDV, FBND, SCHD, USFR, MUB | 13F-HR | 13 Nov 2023, 16:03 |
| Q2 2023 | 54 | $241,224,614 | +$21,032,876 | -$5,570,339 | +$15,462,537 | HDV, FBND, SCHD, USFR, MUB | 13F-HR | 08 Aug 2023, 11:50 |
| Q1 2023 | 53 | $228,811,098 | +$106,555,000 | -$29,061,316 | +$77,493,684 | HDV, FBND, SCHD, USFR, MUB | 13F-HR | 05 May 2023, 11:18 |
| Q4 2022 | 61 | $149,269,000 | $0 | HDV, USFR, SCHG, CDC, STIP | 13F-HR | 06 Feb 2023, 15:09 |