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 | +$2,937,779 | -$1,597,739 | +$1,340,040 | HDV, FBND, VTEB, USFR, FDVV | 13F-HR | 09 Feb 2026, 15:40 |
| Q3 2025 | 75 | $336,895,376 | +$2,924,748 | -$2,230,226 | +$694,522 | HDV, FBND, VTEB, USFR, FDVV | 13F-HR | 12 Nov 2025, 08:03 |
| Q2 2025 | 74 | $322,069,910 | +$84,274,390 | -$83,515,947 | +$758,443 | HDV, FBND, VTEB, USFR, AGG | 13F-HR | 06 Aug 2025, 11:17 |
| Q1 2025 | 65 | $311,090,845 | +$4,903,825 | -$1,204,662 | +$3,699,163 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 14 May 2025, 13:30 |
| Q4 2024 | 64 | $306,199,010 | +$45,677,793 | -$8,244,560 | +$37,433,233 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 13 Feb 2025, 15:38 |
| Q3 2024 | 65 | $309,104,283 | +$4,714,499 | -$1,179,415 | +$3,535,084 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 13 Nov 2024, 19:44 |
| Q2 2024 | 62 | $290,426,315 | +$13,398,419 | -$10,866,730 | +$2,531,689 | HDV, SCHD, FBND, MUB, USFR | 13F-HR | 14 Aug 2024, 14:32 |
| Q1 2024 | 64 | $288,320,426 | +$32,648,774 | -$14,648,981 | +$17,999,793 | SCHD, HDV, FBND, MUB, USFR | 13F-HR | 14 May 2024, 12:13 |
| Q4 2023 | 61 | $260,888,624 | +$21,265,745 | -$8,938,479 | +$12,327,266 | SCHD, HDV, FBND, USFR, MUB | 13F-HR | 13 Feb 2024, 20:10 |
| Q3 2023 | 57 | $243,498,631 | +$16,440,756 | -$5,900,509 | +$10,540,247 | HDV, FBND, SCHD, USFR, MUB | 13F-HR | 13 Nov 2023, 16:03 |
| Q2 2023 | 54 | $241,224,614 | +$21,032,878 | -$6,621,371 | +$14,411,507 | HDV, FBND, SCHD, USFR, MUB | 13F-HR | 08 Aug 2023, 11:50 |
| Q1 2023 | 57 | $228,811,098 | +$106,554,999 | -$34,607,323 | +$71,947,676 | HDV, FBND, SCHD, USFR, MUB | 13F-HR | 05 May 2023, 11:18 |
| Q4 2022 | 61 | $149,269,000 | $0 | $0 | $0 | HDV, USFR, SCHG, CDC, STIP | 13F-HR | 06 Feb 2023, 16:09 |