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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 : 12     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
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 32 New $252.41 $733,000 3,283 0.28% 733,000 3,283 0.007    Closed - End Fund - E...
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 39 New $90.42 $566,000 6,711 0.22% 566,000 6,711 0.001    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 40 New $184.06 $518,000 3,041 0.2% 518,000 3,041 0.001    Closed - End Fund - Debt
   (EJAN)1 Year Chart         EJAN Innovator Msci Emerging Mar... 41 New $0.00 $436,000 15,219 0.17% 436,000 15,219 0.145    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 42 New $0.00 $395,000 6,197 0.15% 395,000 6,197 0.001    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 49 New $0.00 $311,000 6,170 0.12% 311,000 6,170 0.001    N/A
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 52 New $0.00 $264,000 5,521 0.1% 264,000 5,521 0.006    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 53 New $43.84 $257,000 6,561 0.1% 257,000 6,561 0.007    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 54 New $49.56 $247,000 5,166 0.09% 247,000 5,166 0    Closed - End Fund - F...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 56 New $93.11 $243,000 2,522 0.09% 243,000 2,522 0.001    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 58 New $248.71 $209,000 900 0.08% 209,000 900 0    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 59 New $460.27 $207,000 486 0.08% 207,000 486 0    Business Services
      12 Records Found
  1    
Page 1 of 1
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