REGIMEN WEALTH, LLC Portfolio Holdings
Q3 2025•74 long positions•$336.4M portfolio value
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Holding77 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $27.9M 8.29% | +$5.9K Bought | — 227.9K shares | 227.9K → 227.9K +$5.9K | +0.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.1M 6.88% | +$455.6K Bought | — 500.6K shares | 490.8K → 500.6K +$455.6K | +2.01% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $21.8M 6.49% | +$84.2K Bought | — 436.0K shares | 434.3K → 436.0K +$84.2K | +0.39% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $21.4M 6.36% | +$246.8K Bought | — 425.7K shares | 420.8K → 425.7K +$246.8K | +1.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.4M 6.07% | -$124.2K Sold | — 366.9K shares | 369.1K → 366.9K −$124.2K | -0.6% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $19.8M 5.89% | +$343.4K Bought | — 197.7K shares | 194.3K → 197.7K +$343.4K | +1.76% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.8M 5.87% | +$46.7K Bought | — 724.0K shares | 722.3K → 724.0K +$46.7K | +0.24% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.7M 5.27% | -$258.8K Sold | — 421.8K shares | 427.9K → 421.8K −$258.8K | -1.44% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $15.1M 4.5% | +$266.2K Bought | — 226.2K shares | 222.2K → 226.2K +$266.2K | +1.79% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $13.1M 3.88% | -$96.2K Sold | — 409.4K shares | 412.4K → 409.4K −$96.2K | -0.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.5M 3.72% | -$6.4K Sold | — 147.9K shares | 148.0K → 147.9K −$6.4K | -0.05% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.2M 3.62% | -$56.8K Sold | — 107.0K shares | 107.5K → 107.0K −$56.8K | -0.46% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $11.3M 3.35% | -$83.4K Sold | — 38.3K shares | 38.6K → 38.3K −$83.4K | -0.74% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.2M 3.34% | -$84.2K Sold | — 113.0K shares | 113.9K → 113.0K −$84.2K | -0.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.0M 3.27% | -$48.1K Sold | — 203.4K shares | 204.3K → 203.4K −$48.1K | -0.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $11.0M 3.26% | -$56.2K Sold | — 248.1K shares | 249.3K → 248.1K −$56.2K | -0.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.0M 1.79% | +$123.2K Bought | — 129.1K shares | 126.4K → 129.1K +$123.2K | +2.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.6M 1.66% | -$204.5K Sold | — 53.3K shares | 55.3K → 53.3K −$204.5K | -3.54% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $4.2M 1.23% | +$4.6K Bought | 0.0% 16.3K shares | 16.3K → 16.3K +$4.6K | +0.11% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 1.01% | +$19.6K Bought | — 17.5K shares | 17.4K → 17.5K +$19.6K | +0.58% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.1M 0.928% | +$8.6K Bought | — 46.0K shares | 45.9K → 46.0K +$8.6K | +0.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 0.916% | +$5.3K Bought | — 25.5K shares | 25.5K → 25.5K +$5.3K | +0.17% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.0M 0.9% | -$27.4K Sold | — 4.5K shares | 4.6K → 4.5K −$27.4K | -0.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 0.851% | +$12.9K Bought | — 48.4K shares | 48.2K → 48.4K +$12.9K | +0.45% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.5M 0.757% | +$16.7K Bought | — 12.3K shares | 12.3K → 12.3K +$16.7K | +0.66% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.8M 0.545% | +$14.5K Bought | — 17.2K shares | 17.1K → 17.2K +$14.5K | +0.8% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.483% | +$1.4K Bought | — 3.5K shares | 3.5K → 3.5K +$1.4K | +0.09% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.448% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.42% | +$32.2K Bought | — 13.7K shares | 13.4K → 13.7K +$32.2K | +2.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 0.416% | +$34.4K Bought | — 14.7K shares | 14.4K → 14.7K +$34.4K | +2.52% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.394% | +$3.3K Bought | — 4.0K shares | 4.0K → 4.0K +$3.3K | +0.25% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.3M 0.378% | +$3.8K Bought | — 33.6K shares | 33.5K → 33.6K +$3.8K | +0.3% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.373% | +$13.9K Bought | — 19.0K shares | 18.8K → 19.0K +$13.9K | +1.12% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $1.2M 0.363% | — | 0.0% 5.6K shares | — | — | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.358% | -$11.7K Sold | — 17.9K shares | 18.0K → 17.9K −$11.7K | -0.97% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.355% | +$2.9K Bought | — 3.3K shares | 3.3K → 3.3K +$2.9K | +0.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.312% | — | — 5.4K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.302% | +$28.1K Bought | — 19.1K shares | 18.5K → 19.1K +$28.1K | +2.84% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $942.4K 0.28% | +$13.1K Bought | — 18.4K shares | 18.1K → 18.4K +$13.1K | +1.41% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $900.1K 0.268% | +$4.9K Bought | — 3.5K shares | 3.5K → 3.5K +$4.9K | +0.54% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $894.3K 0.266% | +$1.4K Bought | — 4.4K shares | 4.4K → 4.4K +$1.4K | +0.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $741.9K 0.221% | +$3.1K Bought | — 5.3K shares | 5.3K → 5.3K +$3.1K | +0.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $733.2K 0.218% | -$27.0K Sold | — 9.4K shares | 9.7K → 9.4K −$27.0K | -3.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $669.9K 0.199% | +$3.2K Bought | — 6.7K shares | 6.7K → 6.7K +$3.2K | +0.48% | — — | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $664.8K 0.198% | +$4.8K Bought | 0.0% 10.0K shares | 10.0K → 10.0K +$4.8K | +0.72% | $285.42B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $657.9K 0.196% | +$4.2K Bought | — 9.0K shares | 9.0K → 9.0K +$4.2K | +0.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $627.3K 0.186% | +$5.9K Bought | — 12.5K shares | 12.4K → 12.5K +$5.9K | +0.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $609.2K 0.181% | -$21.3K Sold | — 7.6K shares | 7.9K → 7.6K −$21.3K | -3.38% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $552.7K 0.164% | +$77.2K Bought | — 7.2K shares | 6.2K → 7.2K +$77.2K | +16.24% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $536.4K 0.159% | +$2.4K Bought | — 2.5K shares | 2.5K → 2.5K +$2.4K | +0.44% | — — | Q4 2023 Held for 1y 11m |
