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| Name: |
REGIMEN WEALTH LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30339 |
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data |
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Filing Period: |
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| Holdings
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10 |
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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 |
|
SCHG |
Schwab Strategic Trust |
7 |
- |
$94.73 |
$13,612,000 |
162,609 |
5.21% |
-747,000 |
-34,854 |
0.016 |
Closed - End Fund - Debt |
|
|
VYMI |
Vanguard International High... |
10 |
- |
$0.00 |
$10,233,000 |
152,996 |
3.92% |
-125,000 |
-14,366 |
0.17 |
N/A |
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VOT |
Van Kampen Municipal Opport... |
15 |
- |
$233.88 |
$7,481,000 |
33,878 |
2.86% |
718,000 |
-845 |
0.072 |
Closed - End Fund - Debt |
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SPYG |
SPDR Dow Jones Wilshire Lar... |
16 |
- |
$74.75 |
$6,144,000 |
94,437 |
2.35% |
238,000 |
-5,191 |
0.005 |
Closed - End Fund - E... |
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IUSB |
Ishares Core Total Usd Bond... |
17 |
- |
$0.00 |
$4,272,000 |
92,738 |
1.64% |
-184,000 |
-9,206 |
0.003 |
N/A |
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AAPL |
Apple Inc |
18 |
- |
$189.87 |
$3,311,000 |
17,197 |
1.27% |
370,000 |
-36 |
0 |
Personal Computers |
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EFV |
iShares MSCI EAFE Value Ind... |
20 |
- |
$0.00 |
$2,086,000 |
40,045 |
0.8% |
-104,000 |
-4,713 |
0.002 |
Closed - End Fund - E... |
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VTEB |
Vanguard Tax Exempt Bond Etf |
22 |
- |
$50.10 |
$1,731,000 |
33,917 |
0.66% |
-83,000 |
-3,790 |
0.002 |
N/A |
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AMZN |
Amazon.com Inc |
30 |
- |
$184.70 |
$833,000 |
5,480 |
0.32% |
136,000 |
-40 |
0 |
Internet Software & S... |
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ELR |
streetTRACKS Series Trust -... |
38 |
- |
$62.27 |
$570,000 |
10,201 |
0.22% |
55,000 |
-55 |
0.001 |
Closed - End Fund - E... |
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