REGIMEN WEALTH, LLC

Est. AUM

$342.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE HIGH DV ETF	$31.9M	235382	9.33%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$28.5M	928347	8.32%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$27.5M	650484	8.02%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$26.3M	575558	7.67%	SOLE
5	VANGUARD MUN BD FDS	TAX EXEMPT BD	$25.2M	505550	7.37%	SOLE
6	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$21.8M	331670	6.37%	SOLE
7	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$15.2M	358111	4.45%	SOLE
8	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$15.1M	273397	4.41%	SOLE
9	WISDOMTREE TR	FLOATNG RAT TREA	$14.8M	293886	4.32%	SOLE
10	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.2M	140093	3.86%	SOLE
11	AMERICAN CENTY ETF TR	US SML CP VALU	$11.9M	108147	3.49%	SOLE
12	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$11.6M	341590	3.39%	SOLE
13	ISHARES TR	EAFE GRWTH ETF	$11.4M	102470	3.33%	SOLE
14	VANGUARD INDEX FDS	MCAP GR IDXVIP	$10.8M	41924	3.15%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.4M	356924	3.04%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.1M	187091	2.95%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	42343	1.21%	SOLE
18	APPLE INC	COM	$4.1M	16262	1.21%	SOLE
19	ISHARES TR	CORE UNIVRSL USD	$3.6M	77064	1.04%	SOLE
20	ISHARES TR	S&P 500 VAL ETF	$3.0M	13989	0.86%	SOLE
21	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.4M	41407	0.70%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$2.3M	3586	0.68%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$2.0M	17554	0.58%	SOLE
24	ISHARES TR	NATIONAL MUN ETF	$1.9M	17493	0.54%	SOLE
25	ISHARES TR	S&P 100 ETF	$1.7M	5320	0.49%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$1.6M	22927	0.47%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	16982	0.45%	SOLE
28	ISHARES TR	RUS 1000 GRW ETF	$1.5M	3456	0.43%	SOLE
29	ISHARES TR	EAFE VALUE ETF	$1.5M	19806	0.43%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.42%	SOLE
31	ISHARES TR	10-20 YR TRS ETF	$1.3M	12912	0.38%	SOLE
32	ISHARES TR	RUS 1000 ETF	$1.2M	3248	0.34%	SOLE
33	AMAZON COM INC	COM	$1.2M	5554	0.34%	SOLE
34	ISHARES TR	MBS ETF	$1.1M	11479	0.32%	SOLE
35	ISHARES TR	MSCI USA MMENTM	$956K	3985	0.28%	SOLE
36	ISHARES TR	MSCI USA QLT FCT	$953K	4970	0.28%	SOLE
37	BLACKROCK ETF TRUST	ISHARES A I INNO	$944K	28667	0.28%	SOLE
38	ISHARES INC	MSCI EMRG CHN	$942K	11977	0.28%	SOLE
39	ISHARES TR	RUS 1000 VAL ETF	$939K	4396	0.27%	SOLE
40	BLACKROCK ETF TRUST	ISHARES US THEMA	$848K	23423	0.25%	SOLE
41	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$829K	15971	0.24%	SOLE
42	ISHARES TR	RUS MDCP VAL ETF	$779K	5350	0.23%	SOLE
43	COCA COLA CO	COM	$773K	10175	0.23%	SOLE
44	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$772K	15435	0.23%	SOLE
45	ISHARES TR	CORE INTL AGGR	$757K	15142	0.22%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$727K	9471	0.21%	SOLE
47	ISHARES GOLD TR	ISHARES NEW	$698K	7922	0.20%	SOLE
48	ISHARES TR	CORE US AGGBD ET	$672K	6759	0.20%	SOLE
49	ISHARES TR	CORE S&P US VLU	$626K	6129	0.18%	SOLE
50	ISHARES TR	CORE MSCI INTL	$617K	7369	0.18%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.