StockDriftsStockDriftsTop 50 Regimen Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | 9.33% | 235.4K | $31.9M | +2.91%(+6.65K) | $19.97(+40.39%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 8.32% | 928.3K | $28.5M | +27.76%(+201.74K) | $25.61(+26.50%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.02% | 650.5K | $27.5M | new | $42.39(-0.47%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.67% | 575.6K | $26.3M | +14.08%(+71.05K) | $45.51(-0.08%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 7.37% | 505.6K | $25.2M | +13.38%(+59.67K) | $49.37(+2.35%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 6.37% | 331.7K | $21.8M | +43.96%(+101.28K) | $64.01(+4.68%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.45% | 358.1K | $15.2M | -14.35%(-59.98K) | $37.48(+30.60%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.41% | 273.4K | $15.1M | -25.07%(-91.47K) | $50.57(+21.18%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 4.32% | 293.9K | $14.8M | -31.39%(-134.45K) | $50.28(+0.18%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.86% | 140.1K | $13.2M | -4.93%(-7.26K) | $57.14(+73.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.88% | +22.08% |
| Top 20 Holdings Unweighted | +8.95% | +29.34% |
Sign up free to track Regimen Wealth, Llc, compare funds side by side, and get alerts the moment positions change.