REGIMEN WEALTH, LLC - Portfolio overview

REGIMEN WEALTH, LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. HDV - ISHARES TR, 8.93%
2. SCHD - SCHWAB STRATEGIC TR, 7.96%
3. DFCF - DIMENSIONAL ETF TRUST, 7.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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