HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWF) |
96,593 | -3,017 | $28,440 |
| IWF | 96,593 | -3,017 | $28,440 |
| DIMENSIONAL ETF TRUST (DFLV) |
822,968 | -3,411 | $22,121 |
| DFLV | 822,968 | -3,411 | $22,121 |
| ISHARES TR (IVV) |
31,068 | +16 | $14,588 |
| IVV | 31,068 | +16 | $14,588 |
| ISHARES TR (LQD) |
87,205 | +3,030 | $9,510 |
| LQD | 87,205 | +3,030 | $9,510 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
119,233 | +3,485 | $9,189 |
| VCSH | 119,233 | +3,485 | $9,189 |
| DIMENSIONAL ETF TRUST (DFAS) |
142,852 | +4,879 | $8,227 |
| DFAS | 142,852 | +4,879 | $8,227 |
| VANGUARD INDEX FDS (VTI) |
30,483 | +235 | $7,095 |
| VTI | 30,483 | +235 | $7,095 |
| VANGUARD INDEX FDS (VO) |
27,389 | +1,118 | $6,236 |
| VO | 27,389 | +1,118 | $6,236 |
| ISHARES TR (AGG) |
57,431 | +1,960 | $5,653 |
| AGG | 57,431 | +1,960 | $5,653 |
| DIMENSIONAL ETF TRUST (DFAI) |
196,730 | +11,781 | $5,552 |
| DFAI | 196,730 | +11,781 | $5,552 |
| BOEING CO |
21,130 | -280 | $5,176 |
| BA | 21,130 | -280 | $5,176 |
| ROCKWELL AUTOMATION INC |
15,098 | +12 | $4,600 |
| ROK | 15,098 | +12 | $4,600 |
| ISHARES TR (IWD) |
26,318 | -198 | $4,318 |
| IWD | 26,318 | -198 | $4,318 |
| ISHARES TR (USMV) |
55,313 | -14,258 | $4,314 |
| USMV | 55,313 | -14,258 | $4,314 |
| DIMENSIONAL ETF TRUST (DFCF) |
87,646 | +3,329 | $3,686 |
| DFCF | 87,646 | +3,329 | $3,686 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
19,540 | +16,947 | $3,034 |
| RSP | 19,540 | +16,947 | $3,034 |
| ISHARES TR (IWB) |
10,081 | +3 | $2,595 |
| IWB | 10,081 | +3 | $2,595 |
| ISHARES TR (IVW) |
30,815 | +50 | $2,245 |
| IVW | 30,815 | +50 | $2,245 |
| ISHARES TR (IVE) |
12,047 | +34 | $2,089 |
| IVE | 12,047 | +34 | $2,089 |
| ISHARES TR (IWM) |
9,303 | UNCH | $1,803 |
| IWM | 9,303 | UNCH | $1,803 |
| VANGUARD INDEX FDS (VB) |
5,809 | UNCH | $1,199 |
| VB | 5,809 | UNCH | $1,199 |
| SKYWORKS SOLUTIONS INC |
11,379 | -187 | $1,174 |
| SWKS | 11,379 | -187 | $1,174 |
| APPLE INC |
6,333 | -548 | $1,152 |
| AAPL | 6,333 | -548 | $1,152 |
| ISHARES TR (IWO) |
3,084 | -35 | $749 |
| IWO | 3,084 | -35 | $749 |
| MICROSOFT CORP |
1,877 | +586 | $691 |
| MSFT | 1,877 | +586 | $691 |
| ISHARES TR (IWN) |
4,509 | -30 | $679 |
| IWN | 4,509 | -30 | $679 |
| RTX CORPORATION |
7,776 | -118 | $664 |
| RTX | 7,776 | -118 | $664 |
| MERCK & CO INC |
5,322 | +1 | $623 |
| MRK | 5,322 | +1 | $623 |
| UNITEDHEALTH GROUP INC |
991 | UNCH | $540 |
| UNH | 991 | UNCH | $540 |
| SPDR S&P 500 ETF TR (SPY) |
821 | +1 | $383 |
| SPY | 821 | +1 | $383 |
| MARRIOTT INTL INC NEW |
1,726 | +4 | $380 |
| MAR | 1,726 | +4 | $380 |
| EDISON INTL |
5,049 | UNCH | $365 |
| EIX | 5,049 | UNCH | $365 |
| TESLA INC |
1,521 | -83 | $362 |
| TSLA | 1,521 | -83 | $362 |
| VANGUARD SCOTTSDALE FDS (VONV) |
4,596 | +4,596 | $331 |
| VONV | 4,596 | +4,596 | $331 |
| PROCTER AND GAMBLE CO |
2,112 | UNCH | $314 |
| PG | 2,112 | UNCH | $314 |
| ISHARES INC (EUSA) |
3,572 | UNCH | $295 |
| EUSA | 3,572 | UNCH | $295 |
| CARRIER GLOBAL CORPORATION |
5,047 | +5 | $280 |
| CARR | 5,047 | +5 | $280 |
| ISHARES TR (MTUM) |
1,805 | -270 | $275 |
| MTUM | 1,805 | -270 | $275 |
 BERKSHIRE HATHAWAY INC DEL |
$248 | ||
| BRK.B | 681 | UNCH | $248 |
| CHEVRON CORP NEW |
1,606 | UNCH | $242 |
| CVX | 1,606 | UNCH | $242 |
| VANGUARD INDEX FDS (VNQ) |
2,731 | +13 | $237 |
| VNQ | 2,731 | +13 | $237 |
| SPDR GOLD TR (GLD) |
1,222 | +29 | $231 |
| GLD | 1,222 | +29 | $231 |
See Full List: All Stocks Held By Regal Wealth Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Regal Wealth Group Inc.
|
Size ($ in 1000's)
At 12/31/2023: $162,112 At 09/30/2023: $146,451 Regal Wealth Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Regal Wealth Group Inc. 13F filings. Link to 13F filings: SEC filings |
