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  Name: REGIMEN WEALTH LLC
  City: ATLANTA
  State: GA
  Zip: 30339
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $288,319,000
  Total Value Change : $27,062,000
  Securities Held Change : 3
   
All Securities Held : 64
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 28
  Unchanged Positions : 6
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New 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
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 6 New $0.00 $16,866,000 290,358 5.85% 16,866,000 290,358 0.032    N/A
   (HEQT)1 Year Chart         HEQT Simplify Hedged Equity Etf 51 New $0.00 $272,000 10,266 0.09% 272,000 10,266 0    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 53 New $61.18 $235,000 3,897 0.08% 235,000 3,897 0.001    Closed - End Fund - E...
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 55 New $45.36 $222,000 5,048 0.08% 222,000 5,048 0.003    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 60 New $217.92 $205,000 898 0.07% 205,000 898 0    Closed - End Fund - E...
   (COST)1 Year Chart         COST Costco Wholesale Corp 61 New $845.58 $203,000 277 0.07% 203,000 277 0    Discount, Variety Stores
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 62 New $426.63 $200,000 456 0.07% 200,000 456 0    Asset Management

      7 Records Found
  1    
Page 1 of 1
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