Regal Wealth Group, Inc. 13F Holdings
CIK 0001656537 · SEAL BEACH, CA
As of Dec 31, 2023, Regal Wealth Group, Inc. reported 43 positions worth
CIK 0001656537 · SEAL BEACH, CA
As of Dec 31, 2023, Regal Wealth Group, Inc. reported 43 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 96,593 | $28.4M | 17.54% |
| DIMENSIONAL ETF TRUST | DFLV | — | 822,968 | $22.1M | 13.65% |
| ISHARES CORE S&P 500 ETF | IVV | — | 31,068 | 4.6M | 9.00% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 87,205 | $9.5M | 5.87% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 119,233 | $9.2M | 5.67% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 142,852 | $8.2M | 5.07% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 30,483 | $7.1M | 4.38% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 27,389 | $6.2M | 3.85% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 57,431 | $5.7M | 3.49% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 196,730 | $5.6M | 3.42% |
| BOEING CO | BA | Industrials | 21,130 | $5.2M | 3.19% |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 15,098 | $4.6M | 2.84% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 26,318 | $4.3M | 2.66% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 55,313 | $4.3M | 2.66% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 87,646 | $3.7M | 2.27% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 19,540 | $3.0M | 1.87% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 10,081 | $2.6M | 1.60% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 30,815 | $2.2M | 1.39% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 12,047 | $2.1M | 1.29% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 9,303 | .8M | 1.11% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 5,809 | .2M | 0.74% |
| SKYWORKS SOLUTIONS INC | SWKS | Technology | 11,379 | .2M | 0.72% |
| APPLE INC | AAPL | Technology | 6,333 | .2M | 0.71% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 3,084 | $748.7K | 0.46% |
| MICROSOFT CORP | MSFT | Technology | 1,877 | $690.5K | 0.43% |