Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
REGIMEN WEALTH, LLC (CIK 1963863) reported $342.2M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HDV ($31.9M, 9.33%), SCHD ($28.5M, 8.32%), DFCF ($27.5M, 8.02%), FBND ($26.3M, 7.67%), VTEB ($25.2M, 7.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES TR | $31.9M | 9.33% | 235,382 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $28.5M | 8.32% | 928,347 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $27.5M | 8.02% | 650,484 | New |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $26.3M | 7.67% | 575,558 | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $25.2M | 7.37% | 505,550 | Added |
| 6 | VWOB | VANGUARD WHITEHALL FDS | $21.8M | 6.37% | 331,670 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $15.2M | 4.45% | 358,111 | Trimmed |
| 8 | FDVV | FIDELITY COVINGTON TRUST | $15.1M | 4.41% | 273,397 | Trimmed |
| 9 | USFR | WISDOMTREE TR | $14.8M | 4.32% | 293,886 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $13.2M | 3.86% | 140,093 | Trimmed |
| 11 | AVUV | AMERICAN CENTY ETF TR | $11.9M | 3.49% | 108,147 | Trimmed |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $11.6M | 3.39% | 341,590 | New |
| 13 | EFG | ISHARES TR | $11.4M | 3.33% | 102,470 | Trimmed |
| 14 | VOT | VANGUARD INDEX FDS | $10.8M | 3.15% | 41,924 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $10.4M | 3.04% | 356,924 | Trimmed |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $10.1M | 2.95% | 187,091 | Trimmed |
| 17 | SPYG | SPDR SERIES TRUST | $4.1M | 1.21% | 42,343 | Trimmed |
| 18 | AAPL | APPLE INC | $4.1M | 1.21% | 16,262 | Added |
| 19 | IUSB | ISHARES TR | $3.6M | 1.04% | 77,064 | Trimmed |
| 20 | IVE | ISHARES TR | $3.0M | 0.86% | 13,989 | Added |
| 21 | DYNF | BLACKROCK ETF TRUST | $2.4M | 0.70% | 41,407 | Trimmed |
| 22 | IVV | ISHARES TR | $2.3M | 0.68% | 3,586 | Trimmed |
| 23 | IVW | ISHARES TR | $2.0M | 0.58% | 17,554 | Trimmed |
| 24 | MUB | ISHARES TR | $1.9M | 0.54% | 17,493 | Added |
| 25 | OEF | ISHARES TR | $1.7M | 0.49% | 5,320 | Added |
Source: SEC Form 13F filings · as of 2026-03-31