StockDriftsStockDriftsTop 43 Regal Wealth Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 17.54% | 96.6K | $28.4M | -3.03%(-3.02K) | — | 2023-12-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 13.65% | 823.0K | $22.1M | -0.41%(-3.41K) | — | 2023-12-31 | |
| IVV | ISHARES TR | 9% | 31.1K | $14.6M | +0.05%(+16) | — | 2023-12-31 | |
| LQD | ISHARES TR | 5.87% | 87.2K | $9.5M | +3.60%(+3.03K) | — | 2023-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.67% | 119.2K | $9.2M | +3.01%(+3.48K) | — | 2023-12-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.07% | 142.9K | $8.2M | +3.54%(+4.88K) | — | 2023-12-31 | |
| VTI | VANGUARD INDEX FDS | 4.38% | 30.5K | $7.1M | +0.78%(+235) | — | 2023-12-31 | |
| VO | VANGUARD INDEX FDS | 3.85% | 27.4K | $6.2M | +4.26%(+1.12K) | — | 2023-12-31 | |
| AGG | ISHARES TR | 3.49% | 57.4K | $5.7M | +3.53%(+1.96K) | — | 2023-12-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.42% | 196.7K | $5.6M | +6.37%(+11.78K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Regal Wealth Group, Inc. reports $162.11M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are IWF (17.5%), DFLV (13.7%) and IVV (9.0%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Regal Wealth Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1656537). View Regal Wealth Group, Inc.’s 13F filings on SEC