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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 : 6     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 25 - $627,400.00 $1,269,000 2 0.44% 184,000 0 0    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 29 - $176.44 $988,000 5,480 0.34% 155,000 0 0    Internet Software & S...
   (ACWX)1 Year Chart         ACWX iShares MSCI ACWI ex US Index 42 - $54.15 $390,000 7,307 0.14% 17,000 0 0.001    Closed - End Fund - E...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 50 - $560.80 $272,000 476 0.09% 27,000 0 0.114    Technical & System So...
   (MA)1 Year Chart         MA MasterCard Inc A 54 - $447.07 $234,000 486 0.08% 27,000 0 0    Business Services
   (SHCR)1 Year Chart         SHCR Falcon Capital Acquisition ... 63 - $0.81 $116,000 151,332 0.04% -47,000 0 0.045    N/A

      6 Records Found
  1    
Page 1 of 1
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