REGIMEN WEALTH, LLC — 13F holdings

REGIMEN WEALTH, LLC reported 76 holdings worth $371M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. HDV ISHARES TR — $33.0M (8.9%)
  2. SCHD SCHWAB STRATEGIC TR — $30.0M (8.1%)
  3. DFCF DIMENSIONAL ETF TRUST — $28.3M (7.6%)
  4. FBND FIDELITY MERRIMACK STR TR — $26.9M (7.3%)
  5. VTEB VANGUARD MUN BD FDS — $26.3M (7.1%)
  6. VWOB VANGUARD WHITEHALL FDS — $23.0M (6.2%)
  7. CGDV CAPITAL GROUP DIVIDEND VALUE — $17.8M (4.8%)
  8. FDVV FIDELITY COVINGTON TRUST — $16.8M (4.5%)
  9. USFR WISDOMTREE TR — $15.1M (4.1%)
  10. VYMI VANGUARD WHITEHALL FDS — $14.1M (3.8%)