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  Name: Regal Wealth Group Inc.
  City: SEAL BEACH
  State: CA
  Zip: 90740
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $162,112,000
  Total Value Change : $15,661,000
  Securities Held Change : 1
   
All Securities Held : 43
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 8
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 1 - $367.33 $28,440,000 96,593 17.54% 1,945,000 -3,017 0.036    Closed - End Fund - E...
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 2 - $0.00 $22,121,000 822,968 13.65% 1,619,000 -3,411 0.914    N/A
   (BA)1 Year Chart         BA Boeing Co 11 - $174.99 $5,176,000 21,130 3.19% 1,072,000 -280 0.004    Aerospace/Defense - M...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 13 - $174.37 $4,318,000 26,318 2.66% 292,000 -198 0.009    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 14 - $0.00 $4,314,000 55,313 2.66% -722,000 -14,258 0.001    N/A
   (SWKS)1 Year Chart         SWKS Skyworks Solutions Inc 22 - $106.46 $1,174,000 11,379 0.72% 34,000 -187 0.007    Semiconductor - Integ...
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $214.29 $1,152,000 6,333 0.71% -26,000 -548 0    Personal Computers
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 24 - $261.17 $749,000 3,084 0.46% 50,000 -35 0.007    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 26 - $149.94 $679,000 4,509 0.42% 64,000 -30 0.005    Closed - End Fund - E...
   (RTX)1 Year Chart         RTX RTX Corp 27 - $101.02 $664,000 7,776 0.41% 96,000 -118 0.001    Conglomerates
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 33 - $177.81 $362,000 1,521 0.22% -39,000 -83 0    Auto Manufacturers
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 38 - $0.00 $275,000 1,805 0.17% -15,000 -270 0    N/A
      12 Records Found
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