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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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