Titelia

Holdings of REGIMEN WEALTH, LLC

67 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.6 % of the equity sleeve

Sector breakdown

  • Funds 6.3 %
  • Technology 1.3 %
  • Financials 0.5 %
  • Consumer discretionary 0.4 %
  • Consumer staples 0.3 %
  • Health care 0.1 %
  • Energy 0.1 %
  • Unattributed 91.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US67329.5M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core High Dividend ETF 235,38231.9M $
2Schwab US Dividend Equity ETF 928,34728.5M $
3Dimensional ETF Trust 650,48427.5M $
4Fidelity Total Bond ETF 575,55826.3M $
5Vanguard Tax-Exempt Bond Index ETF 505,55025.2M $
6Vanguard Emerging Markets Government Bond ETF 331,67021.8M $
7Capital Group Dividend Value ETF 358,11115.2M $
8Fidelity Covington Trust 273,39715.1M $
9WisdomTree Trust 293,88614.8M $
10Vanguard Whitehall Funds 140,09313.2M $
11American Century ETF Trust 108,14711.9M $
12iShares MSCI EAFE Growth ETF 102,47011.4M $
13Vanguard Mid-Cap Growth ETF 41,92410.8M $
14Schwab Strategic Trust 356,92410.4M $
15Vanguard International Equity Index Funds 187,09110.1M $
16SPDR Series Trust 42,3434.1M $
17Apple Inc 16,2624.1M $
18iShares Trust 77,0643.6M $
19iShares Trust 13,9893M $
20BlackRock ETF Trust 41,4072.4M $
21iShares Core S&P 500 ETF 3,5862.3M $
22iShares Trust 17,5542M $
23iShares National Muni Bond ETF 17,4931.9M $
24Ishares S&p 100 Etf 5,3201.7M $
25iShares Core MSCI Emerging Markets ETF 22,9271.6M $
26SPDR Series Trust 16,9821.6M $
27iShares Russell 1000 Growth ETF 3,4561.5M $
28iShares Trust 19,8061.5M $
29Berkshire Hathaway Inc 21.4M $
30iShares Trust 12,9121.3M $
31iShares Trust 3,2481.2M $
32Amazon.com Inc 5,5541.2M $
33iShares MBS ETF 11,4791.1M $
34iShares MSCI USA Momentum Factor ETF 3,985956.4K $
35iShares Trust 4,970953.3K $
36Ishares Inc 11,977942.1K $
37iShares Trust 4,396939.3K $
38BlackRock ETF Trust 23,423848.4K $
39BlackRock ETF Trust II 15,971829.4K $
40iShares Russell Mid-Cap Value 5,350779.8K $
41Coca-Cola Co/The 10,175773.8K $
42American Century Diversified Municipal Bond ETF 15,435772.5K $
43iShares Trust 15,142757.7K $
44SPDR Series Trust 9,471727.2K $
45Ishares Gold Trust 7,922698.4K $
46iShares Core U.S. Aggregate Bond ETF 6,759672.7K $
47iShares Trust 6,129626.7K $
48iShares Core MSCI International Developed Markets ETF 7,369617.5K $
49VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,258485.5K $
50iShares Trust 7,012480.1K $
51State Street SPDR S&P 500 ETF Trust 725471.6K $
52Schwab U.S. Large-Cap ETF 17,314443.9K $
53Pacer Funds Trust 5,957372.7K $
54Vanguard Total International S 4,454343.4K $
55Schwab U.S. Aggregate Bond ETF 14,664340.5K $
56Merck & Co Inc 2,649318.6K $
57iShares Trust 3,241309.3K $
58Costco Wholesale Corp 296294.5K $
59Exxon Mobil Corp 1,625275.7K $
60WisdomTree Trust 3,944275.6K $
61Vanguard Mid-Cap ETF 954275.4K $
62Schwab International Equity ETF 11,031273K $
63iShares J.P. Morgan USD Emerging Markets Bond ETF 2,685252.2K $
64Mastercard Inc 492245.7K $
65Invesco QQQ Trust Series 1 411237.4K $
66McDonald's Corp. 750233.2K $
67Harbor Commodity All-Weather Strategy ETF 6,899213.9K $