Regal Wealth Group, Inc.
CIK 1656537 · Holdings on Dec 31, 2023 · First reported Feb 23, 2024
Top ten holdings
Q4 2023- IWF17.54%
- DFLV13.65%
- IVV9.00%
- LQD5.87%
- VCSH5.67%
- DFAS5.07%
- VTI4.38%
- VO3.85%
- AGG3.49%
- DFAI3.42%
Share classes counted separately71.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RSPWeight increased · +1.62 pp0.25% → 1.87%Shares +16.95K (+653.57%)
- USMVWeight decreased · -0.78 pp3.44% → 2.66%Shares -14.26K (-20.49%)
- IWFWeight decreased · -0.55 pp18.09% → 17.54%Shares -3.02K (-3.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $28.44M | 17.54% | 96.59K shares | 18.09% → 17.54%-0.55 pp -3.02K (-3.03%) | Reduced | ▾ |
| 02 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $22.12M | 13.65% | 822.97K shares | 14.00% → 13.65%-0.35 pp -3.41K (-0.41%) | Reduced | ▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $14.59M | 9.00% | 31.07K shares | 9.11% → 9.00%-0.11 pp +16 (+0.05%) | Added | ▾ |
| 04 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $9.51M | 5.87% | 87.20K shares | 5.86% → 5.87%+0.01 pp +3.03K (+3.60%) | Added | ▾ |
| 05 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $9.19M | 5.67% | 119.23K shares | 5.94% → 5.67%-0.27 pp +3.48K (+3.01%) | Added | ▾ |
| 06 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $8.23M | 5.07% | 142.85K shares | 4.95% → 5.07%+0.12 pp +4.88K (+3.54%) | Added | ▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $7.10M | 4.38% | 30.48K shares | 4.39% → 4.38%-0.01 pp +235 (+0.78%) | Added | ▾ |
| 08 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $6.24M | 3.85% | 27.39K shares | 3.74% → 3.85%+0.11 pp +1.12K (+4.26%) | Added | ▾ |
| 09 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.65M | 3.49% | 57.43K shares | 3.56% → 3.49%-0.07 pp +1.96K (+3.53%) | Added | ▾ |
| 10 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $5.55M | 3.42% | 196.73K shares | 3.30% → 3.42%+0.12 pp +11.78K (+6.37%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1656537 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 162113711
}Research all 43 reported holdings.
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