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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 : 2023-12-31
  Total Value : $261,257,000
  Total Value Change : $17,757,000
  Securities Held Change : 4
   
All Securities Held : 61
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 35
  Unchanged Positions : 3
  Decreased Positions : 11

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Holdings Found : 3     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 26 - $629,375.00 $1,085,000 2 0.42% 22,000 0 0    Property & Casualty I...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 55 - $566.73 $245,000 476 0.09% 27,000 0 0    Technical & System So...
   (SHCR)1 Year Chart         SHCR Falcon Capital Acquisition ... 60 - $0.86 $163,000 151,332 0.06% 21,000 0 0.045    N/A

      3 Records Found
  1    
Page 1 of 1
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