StockDriftsStockDriftsTop 34 Regis Acquisition Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 21.67% | 132.9K | $36K | +0.95%(+1.25K) | — | 2024-06-30 | |
| LEVI | LEVI STRAUSS & CO. | 4.87% | 414.0K | $8K | +0.00%(+0) | — | 2024-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.32% | 143.3K | $7K | +2.76%(+3.85K) | — | 2024-06-30 | |
| VNQ | VANGUARD REIT ETF | 4.1% | 80.3K | $7K | -1.64%(-1.34K) | — | 2024-06-30 | |
| IYR | ISHARES DOW JONES U.S. REAL ESTATE ETF | 3.44% | 64.4K | $6K | +9.17%(+5.41K) | — | 2024-06-30 | |
| GUNR | FLEXSHARES GLOBAL UPSTREAM NAT RES INX FD | 3.3% | 135.0K | $5K | +1.38%(+1.84K) | — | 2024-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2.92% | 109.3K | $5K | -10.11%(-12.29K) | — | 2024-06-30 | |
| XLE | ENERGY SELECT SECTOR SPDR FUND | 2.17% | 39.0K | $4K | +1.80%(+691) | — | 2024-06-30 | |
| SCHB | SCHWAB US BROAD MARKET ETF | 1.97% | 51.4K | $3K | +22.54%(+9.45K) | — | 2024-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1.23% | 28.1K | $2K | +16.86%(+4.05K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Regis Acquisition Inc. reports $164.05K in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are VTI (21.7%), LEVI (4.9%) and VEA (4.3%). Figures reflect the Q2 2024 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 Regis Acquisition Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1984125). View Regis Acquisition Inc.’s 13F filings on SEC