Regimen Wealth, LLC Top Holdings and 13F Report (2025) About Regimen Wealth, LLCInvestment ActivityRegimen Wealth, LLC has $311.09 million in total holdings as of March 31, 2025.Regimen Wealth, LLC owns shares of 65 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.58% of the portfolio was purchased this quarter.About 0.39% of the portfolio was sold this quarter.This quarter, Regimen Wealth, LLC has purchased 64 new stocks and bought additional shares in 38 stocks.Regimen Wealth, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core High Dividend ETF $31,903,788Schwab US Dividend Equity ETF $30,376,129Fidelity Total Bond ETF $27,352,346iShares National Muni Bond ETF $21,823,426WisdomTree Bloomberg Floating Rate Treasury Fund $21,122,239 Largest New Holdings this Quarter 464287176 - iShares TIPS Bond ETF $417,166 Holding092528801 - iShares Large Cap Deep Buffer ETF $262,355 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 24,323 shares (about $680.24K)iShares National Muni Bond ETF 5,172 shares (about $545.34K)iShares Core High Dividend ETF 4,289 shares (about $519.61K)iShares TIPS Bond ETF 3,755 shares (about $417.17K)WisdomTree Bloomberg Floating Rate Treasury Fund 7,215 shares (about $363.23K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 1,200 shares (about $232.82K)iShares MSCI USA Quality Factor ETF 877 shares (about $149.93K)iShares Core MSCI Emerging Markets ETF 2,050 shares (about $110.64K)iShares Core S&P 500 ETF 151 shares (about $84.89K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 850 shares (about $77.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRegimen Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHDViShares Core High Dividend ETF$31,903,788$519,611 ▲1.7%263,34210.3%ETFSCHDSchwab US Dividend Equity ETF$30,376,129$680,243 ▲2.3%1,086,1399.8%ETFFBNDFidelity Total Bond ETF$27,352,346$333,518 ▲1.2%598,9308.8%ETFMUBiShares National Muni Bond ETF$21,823,426$545,335 ▲2.6%206,9757.0%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$21,122,239$363,227 ▲1.7%419,5646.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$18,503,074$123,212 ▲0.7%186,9655.9%FinanceCOWZPacer US Cash Cows 100 ETF$16,180,438$360,689 ▲2.3%295,4025.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$13,259,881$68,388 ▲0.5%529,3224.3%ETFEFGiShares MSCI EAFE Growth ETF$12,668,593$11,903 ▲0.1%126,6584.1%ETFVYMIVanguard International High Dividend Yield ETF$11,983,908$140,044 ▲1.2%162,5883.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$10,994,125$57,962 ▲0.5%276,9293.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$10,169,264$112,414 ▲1.1%184,5433.3%ManufacturingVWOBVanguard Emerging Markets Government Bond ETF$9,974,451$212,755 ▲2.2%155,3213.2%ETFAVUVAvantis U.S. Small Cap Value ETF$8,928,477$209,535 ▲2.4%102,3942.9%ETFVOTVanguard Mid-Cap Growth ETF$7,402,402$68,772 ▲0.9%30,2462.4%ETFIUSBiShares Core Total USD Bond Market ETF$7,316,783$49,842 ▼-0.7%158,8372.4%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$6,255,538$65,502 ▲1.1%77,8342.0%ETFIVViShares Core S&P 500 ETF$6,225,895$84,893 ▼-1.3%11,0742.0%ETFAAPLApple$3,772,486$28,433 ▲0.8%16,9831.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,594,744$47,000 ▼-1.8%27,9350.8%ETFQUALiShares MSCI USA Quality Factor ETF$2,442,679$149,932 ▼-5.8%14,2880.8%ETFEFViShares MSCI EAFE Value ETF$2,395,775$55,151 ▼-2.3%40,6600.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,289,863$29,663 ▼-1.3%46,9350.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,665,243$71,006 ▼-4.1%33,5600.5%ETFBRK.ABerkshire Hathaway$1,596,8830.0%20.5%FinanceMBBiShares MBS ETF$1,594,748$94 ▲0.0%17,0050.5%ETFIWFiShares Russell 1000 Growth ETF$1,468,907$1,444 ▲0.1%4,0680.5%ETFIVEiShares S&P 500 Value ETF$1,465,913$13,150 ▼-0.9%7,6920.5%ETFAMZNAmazon.com$1,056,704$14,079 ▲1.4%5,5540.3%Retail/WholesaleIWBiShares Russell 1000 ETF$1,002,816$35,278 ▲3.6%3,2690.3%ETFBINCiShares Flexible Income Active ETF$932,634$681 ▼-0.1%17,8050.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$896,084$110,641 ▼-11.0%16,6030.3%ETFIWDiShares Russell 1000 Value ETF$846,157$32,175 ▼-3.7%4,4970.3%ETFIYWiShares U.S. Technology ETF$821,877$13,763 ▼-1.6%5,8520.3%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$731,009$1,548 ▼-0.2%8,0300.2%ETFKOCoca-Cola$707,7120.0%9,8810.2%Consumer StaplesIWSiShares Russell Mid-Cap Value ETF$663,887$2,268 ▲0.3%5,2700.2%ETFIUSViShares Core S&P U.S. Value ETF$612,744$2,400 ▲0.4%6,6390.2%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$608,123$35,768 ▲6.2%9,2150.2%ETFTAXFAmerican Century Diversified Municipal Bond ETF$606,458$9,945 ▲1.7%12,2570.2%ETFIDEViShares Core MSCI International Developed Markets ETF$547,273$29,827 ▲5.8%7,9080.2%ETFVIGVanguard Dividend Appreciation ETF$542,654$232,815 ▼-30.0%2,7970.2%ETFVXUSVanguard Total International Stock ETF$428,448$97,253 ▲29.4%6,8990.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$417,2320.0%7,5240.1%ManufacturingTIPiShares TIPS Bond ETF$417,166$417,166 ▲New Holding3,7550.1%ETFSPYSPDR S&P 500 ETF Trust$401,045$1,119 ▲0.3%7170.1%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$390,403$77,971 ▼-16.6%4,2560.1%ETFSCHXSchwab US Large-Cap ETF$367,268$10,863 ▲3.0%16,6340.1%ETFIFRAiShares U.S. Infrastructure ETF$300,134$1,127 ▼-0.4%6,6590.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$290,002$2,038 ▲0.7%12,5220.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$286,015$17,262 ▲6.4%2,9990.1%ETFCOSTCostco Wholesale$278,076$7,567 ▲2.8%2940.1%Retail/WholesaleMRKMerck & Co., Inc.$277,553$4,309 ▲1.6%3,0920.1%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$274,816$1,138 ▼-0.4%2,6560.1%ETFMAMastercard$268,039$548 ▲0.2%4890.1%Business ServicesGLDMSPDR Gold MiniShares Trust$266,375$11,202 ▼-4.0%4,3040.1%FinanceIVVBiShares Large Cap Deep Buffer ETF$262,355$262,355 ▲New Holding8,9480.1%ETFDWMWisdomTree International Equity Fund$255,495$6,398 ▼-2.4%4,3930.1%FinanceAMPAmeriprise Financial$254,127$30,979 ▲13.9%5250.1%FinanceSCHFSchwab International Equity ETF$251,7250.0%12,7260.1%ETFVOVanguard Mid-Cap ETF$246,604$18,489 ▲8.1%9470.1%ETFMCDMcDonald's$234,953$5,624 ▼-2.3%7520.1%Retail/WholesaleJQUAJPMorgan U.S. Quality Factor ETF$212,630$565 ▲0.3%3,7650.1%ETFSNPSSynopsys$204,1330.0%4760.1%Computer and TechnologyVBVanguard Small-Cap ETF$202,121$666 ▲0.3%9110.1%ETFQQQInvesco QQQ$0$208,942 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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