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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 : 5     View All Holdings Currently Viewing:  Closed 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
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 68 Closed $43.22 $0 0 0% -8,204,000 -199,616 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 67 Closed $49.56 $0 0 0% -247,000 -5,166 0    Closed - End Fund - F...
   (EJAN)1 Year Chart         EJAN Innovator Msci Emerging Mar... 66 Closed $0.00 $0 0 0% -436,000 -15,219 0    N/A
   (CDC)1 Year Chart         CDC Victory CEMP US EQ Inc Enh ... 65 Closed $58.93 $0 0 0% -373,000 -250,478 0    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 64 Closed $0.00 $0 0 0% -311,000 -6,170 0    N/A

      5 Records Found
  1    
Page 1 of 1
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