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| Name: |
Regal Wealth Group Inc. |
| City: |
SEAL BEACH |
| State: |
CA |
| Zip: |
90740 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWM |
iShares Tr Russell 2000 Indx |
20 |
- |
$200.75 |
$1,803,000 |
9,303 |
1.11% |
159,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
21 |
- |
$218.09 |
$1,199,000 |
5,809 |
0.74% |
101,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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UNH |
Unitedhealth Group Inc |
29 |
- |
$481.05 |
$540,000 |
991 |
0.33% |
40,000 |
0 |
0 |
Health Care Plans |
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EIX |
Edison International |
32 |
- |
$71.48 |
$365,000 |
5,049 |
0.23% |
45,000 |
0 |
0.001 |
Electric Utilities |
|
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PG |
Procter & Gamble Co |
35 |
- |
$168.56 |
$314,000 |
2,112 |
0.19% |
6,000 |
0 |
0 |
Cleaning Products |
|
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EUSA |
Ishares Msci Usa Index Fund |
36 |
- |
$88.21 |
$295,000 |
3,572 |
0.18% |
26,000 |
0 |
0.04 |
N/A |
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BRK.B |
Berkshire Hathaway B |
39 |
- |
$407.95 |
$248,000 |
681 |
0.15% |
9,000 |
0 |
0 |
Property & Casualty I... |
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CVX |
Chevron Corp |
40 |
- |
$153.33 |
$242,000 |
1,606 |
0.15% |
-29,000 |
0 |
0 |
Integrated Oil & Gas |
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