Regimen-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MCD",
  null,
  "EMXC",
  "MUB",
  null,
  "IVW",
  null,
  null,
  "IWS",
  null,
  "MA",
  null,
  null,
  "AMP",
  "EFG",
  "IWD",
  null,
  "IWF",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "MRK",
  null,
  "SCHX",
  null,
  "SPYG",
  null,
  "SPLG",
  "SNPS",
  "VO",
  null,
  null,
  null,
  null,
  "VIG",
  "IEF",
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  "VYMI",
  null,
  "VXUS",
  "VTEB",
  "VOT",
  "VB",
  "SCHD",
  "SCHG",
  "SCHF",
  null,
  "IUSV",
  null,
  null,
  null,
  "BRK-A",
  null,
  "KO",
  "COST",
  "IWB",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 65
Total Value: 311090845
Accession Number: 0001765380-25-000230
Form Type: 13F-HR
CIK: regimen-wealth
Manager Name: Regimen-Wealth

Data Enrichment

58% identified

38 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $311.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

46432F339

QUAL|46432F339

Shares:14.3K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$311.1M)

464288877

Shares:40.7K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$311.1M)

09290C103

Shares:46.9K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$311.1M)

922907746

VTEB|922907746

Shares:33.6K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$311.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$311.1M)

464288588

Shares:17.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$311.1M)

464287614

IWF|464287614

Shares:4.1K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$311.1M)

464287408

IVE|464287408

Shares:7.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$311.1M)

AMAZON COM INC

AMZN|023135106

Shares:5.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$311.1M)

464287622

IWB|464287622

Shares:3.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$311.1M)

092528603

Shares:17.8K

Value:$932.6K

% of Portfolio:0.3% ($932.6K/$311.1M)

46434G103

IEMG|46434G103

Shares:16.6K

Value:$896.1K

% of Portfolio:0.3% ($896.1K/$311.1M)

464287598

IWD|464287598

Shares:4.5K

Value:$846.2K

% of Portfolio:0.3% ($846.2K/$311.1M)

464287721

Shares:5.9K

Value:$821.9K

% of Portfolio:0.3% ($821.9K/$311.1M)

464287432

Shares:8.0K

Value:$731.0K

% of Portfolio:0.2% ($731.0K/$311.1M)

COCA COLA CO

KO|191216100

Shares:9.9K

Value:$707.7K

% of Portfolio:0.2% ($707.7K/$311.1M)

464287473

IWS|464287473

Shares:5.3K

Value:$663.9K

% of Portfolio:0.2% ($663.9K/$311.1M)

464287663

IUSV|464287663

Shares:6.6K

Value:$612.7K

% of Portfolio:0.2% ($612.7K/$311.1M)

78464A854

SPLG|78464A854

Shares:9.2K

Value:$608.1K

% of Portfolio:0.2% ($608.1K/$311.1M)

025072505

Shares:12.3K

Value:$606.5K

% of Portfolio:0.2% ($606.5K/$311.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(QUALcusip46432F339)	14.3K	QoQ -5.78% (-877) YoY -19.19% (-3.4K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$311.1M)	QoQ -9.44% (-$254.7K) YoY -15.95% (-$463.6K)
(cusip464288877)✕	40.7K	QoQ -2.25% (-936) YoY +2.15% (+857)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$311.1M)	QoQ +9.88% (-$215.6K) YoY +10.64% (+$230.5K)
(cusip09290C103)✕	46.9K	QoQ -1.27% (-608) YoY NEW(+46.9K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$311.1M)	QoQ -5.89% (-$143.5K) YoY NEW(+$2.3M)
(VTEBcusip922907746)	33.6K	QoQ -4.08% (-1.4K) YoY -1.55% (-531)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$311.1M)	QoQ -5.06% (-$88.8K) YoY -3.46% (-$59.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$311.1M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(cusip464288588)✕	17.0K	QoQ 0.00% (+1) YoY +22.00% (+3.1K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$311.1M)	QoQ +2.58% (+$40.2K) YoY +23.80% (+$306.6K)
(IWFcusip464287614)	4.1K	QoQ +0.09% (-4) YoY -3.46% (-146)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$311.1M)	QoQ -9.98% (-$163.0K) YoY +3.42% (-$48.7K)
(IVEcusip464287408)	7.7K	QoQ -0.88% (-69) YoY NEW(+7.7K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$311.1M)	QoQ -0.95% (-$14.2K) YoY NEW(+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	5.6K	QoQ +1.35% (-74) YoY +1.35% (+74)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$311.1M)	QoQ -12.10% (-$145.6K) YoY +6.90% (+$68.2K)
(IWBcusip464287622)	3.3K	QoQ +3.64% (-115) YoY +4.60% (+144)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$311.1M)	QoQ -1.29% (-$13.1K) YoY +11.40% (+$102.6K)
(cusip092528603)✕	17.8K	QoQ -0.07% (-13) YoY NEW(+17.8K)	All Managers (Combined)	$932.6K	0.3% ($932.6K/$311.1M)	QoQ +1.02% (-$9.5K) YoY NEW(+$932.6K)
(IEMGcusip46434G103)	16.6K	QoQ -10.99% (-2.0K) YoY -19.35% (-4.0K)	All Managers (Combined)	$896.1K	0.3% ($896.1K/$311.1M)	QoQ -7.85% (-$76.4K) YoY -15.65% (-$166.3K)
(IWDcusip464287598)	4.5K	QoQ -3.66% (-171) YoY -13.85% (-723)	All Managers (Combined)	$846.2K	0.3% ($846.2K/$311.1M)	QoQ -2.08% (-$18.0K) YoY -9.48% (-$88.7K)
(cusip464287721)✕	5.9K	QoQ -1.64% (-98) YoY -24.64% (-1.9K)	All Managers (Combined)	$821.9K	0.3% ($821.9K/$311.1M)	QoQ -13.32% (-$126.4K) YoY -21.64% (-$227.0K)
(cusip464287432)✕	8.0K	QoQ -0.21% (-17) YoY -19.15% (-1.9K)	All Managers (Combined)	$731.0K	0.2% ($731.0K/$311.1M)	QoQ +4.26% (-$29.9K) YoY -22.21% (-$208.8K)
COCA COLA CO(KOcusip191216100)	9.9K	QoQ 0.00% (+0) YoY -0.72% (-72)	All Managers (Combined)	$707.7K	0.2% ($707.7K/$311.1M)	QoQ +15.03% (+$92.5K) YoY +16.22% (-$98.8K)
(IWScusip464287473)	5.3K	QoQ +0.34% (-18) YoY +1.58% (+82)	All Managers (Combined)	$663.9K	0.2% ($663.9K/$311.1M)	QoQ -2.26% (-$15.4K) YoY +2.10% (+$13.7K)
(IUSVcusip464287663)	6.6K	QoQ +0.39% (+26) YoY -1.55% (-105)	All Managers (Combined)	$612.7K	0.2% ($612.7K/$311.1M)	QoQ +0.07% (+$442) YoY +0.46% (-$2.8K)
(SPLGcusip78464A854)	9.2K	QoQ +6.24% (+542) YoY -4.20% (-405)	All Managers (Combined)	$608.1K	0.2% ($608.1K/$311.1M)	QoQ +1.71% (+$10.2K) YoY +2.73% (-$16.2K)
(cusip025072505)✕	12.3K	QoQ +1.66% (+201) YoY +73.36% (+5.2K)	All Managers (Combined)	$606.5K	0.2% ($606.5K/$311.1M)	QoQ +0.32% (+$1.9K) YoY +69.68% (+$249.0K)