Notify me when Regal Wealth Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 43 | $162,113,711 | +$5,062,605 | -$2,396,120 | +$2,666,485 | IWF, DFLV, IVV, LQD, VCSH | 13F-HR | 23 Feb 2024, 12:45 |
| Q3 2023 | 42 | $146,448,925 | +$1,017,990 | -$2,337,987 | -$1,319,997 | IWF, DFLV, IVV, VCSH, LQD | 13F-HR | 10 Oct 2023, 17:32 |
| Q2 2023 | 46 | $152,440,476 | +$41,558,257 | -$35,288,287 | +$6,269,970 | IWF, DFLV, IVV, LQD, VCSH | 13F-HR | 11 Jul 2023, 16:02 |
| Q1 2023 | 47 | $140,747,204 | +$13,607,448 | -$16,800,204 | -$3,192,756 | IWF, IWD, IVV, LQD, AGG | 13F-HR | 21 Apr 2023, 18:23 |
| Q4 2022 | 45 | $136,187,733 | +$1,564,184 | -$1,247,271 | +$316,913 | IWD, IWF, IVV, LQD, SHYG | 13F-HR | 27 Jan 2023, 21:53 |
| Q3 2022 | 44 | $129,562,000 | +$8,909,290 | -$15,022,857 | -$6,113,567 | IWD, IWF, IVV, LQD, SHYG | 13F-HR | 09 Nov 2022, 16:27 |
| Q2 2022 | 48 | $138,543,000 | +$1,220,445 | -$2,753,129 | -$1,532,684 | IWD, IWF, IVV, AGG, SHYG | 13F-HR | 25 Jul 2022, 17:18 |
| Q1 2022 | 51 | $160,346,000 | +$1,479,855 | -$3,161,729 | -$1,681,874 | IWD, IWF, IVV, AGG, SHYG | 13F-HR | 15 Apr 2022, 17:07 |
| Q4 2021 | 51 | $177,456,000 | +$16,743,667 | -$16,236,316 | +$507,351 | IWF, IWD, IVV, AGG, SHYG | 13F-HR | 20 Jan 2022, 15:41 |
| Q3 2021 | 49 | $166,508,000 | +$541,056 | -$1,802,552 | -$1,261,496 | IWD, IWF, IVV, AGG, SHYG | 13F-HR | 14 Oct 2021, 12:20 |
| Q2 2021 | 49 | $169,281,000 | +$26,184,632 | -$41,521,703 | -$15,337,071 | IWD, IWF, IVV, AGG, SHYG | 13F-HR | 02 Aug 2021, 13:49 |
| Q1 2021 | 247 | $170,167,000 | +$2,705,361 | -$3,827,649 | -$1,122,288 | IWD, IWF, IVV, USMV, LQD | 13F-HR | 09 Apr 2021, 18:47 |
| Q4 2020 | 211 | $163,992,000 | +$23,506,888 | -$1,925,873 | +$21,581,015 | IWF, IWD, IVV, USMV, LQD | 13F-HR | 22 Jan 2021, 16:37 |
| Q3 2020 | 209 | $128,402,000 | +$2,567,196 | -$1,719,674 | +$847,522 | IWF, IWD, IVV, USMV, LQD | 13F-HR | 13 Oct 2020, 13:55 |
| Q2 2020 | 204 | $121,164,000 | +$2,645,662 | -$2,889,125 | -$243,463 | IWF, IWD, IVV, USMV, LQD | 13F-HR | 08 Jul 2020, 17:35 |
| Q1 2020 | 178 | $102,118,000 | +$869,580 | -$22,778,318 | -$21,908,738 | IWF, IWD, IVV, USMV, LQD | 13F-HR | 23 Apr 2020, 13:57 |
| Q4 2019 | 195 | $154,503,000 | +$2,133,169 | -$1,372,611 | +$760,558 | IWF, IWD, USMV, IVV, LQD | 13F-HR | 22 Jan 2020, 16:04 |
| Q3 2019 | 174 | $145,627,000 | +$42,754,981 | -$43,407,936 | -$652,955 | IWF, IWD, USMV, IVV, LQD | Restatement | 29 Oct 2019, 21:43 |
| Q2 2019 | 164 | $144,127,000 | +$2,209,309 | -$497,032 | +$1,712,277 | IVW, IVE, IVV, BA, LQD | 13F-HR | 19 Jul 2019, 12:25 |
| Q1 2019 | 158 | $138,967,000 | +$16,567,001 | -$425,223 | +$16,141,778 | IVW, IVE, BA, IVV, LQD | 13F-HR | 09 Apr 2019, 17:52 |
| Q4 2018 | 159 | $109,679,000 | +$2,537,155 | -$22,091,261 | -$19,554,106 | IVW, IVE, BA, IVV, LQD | 13F-HR | 24 Jan 2019, 15:44 |
| Q3 2018 | 160 | $146,139,000 | +$47,375,246 | -$918,317 | +$46,456,929 | IVW, IVE, BA, USMV, IVV | 13F-HR | 16 Oct 2018, 15:22 |
| Q2 2018 | 166 | $93,917,000 | +$5,859,480 | -$43,804,620 | -$37,945,140 | BA, IVW, IVV, IVE, USMV | 13F-HR | 30 Jul 2018, 10:31 |
| Q1 2018 | 168 | $129,660,000 | +$1,372,635 | -$11,721,500 | -$10,348,865 | IVW, IVE, USMV, BA, LQD | 13F-HR | 04 May 2018, 13:55 |
| Q4 2017 | 166 | $141,392,000 | +$13,146,014 | -$14,124,293 | -$978,279 | IVW, IVE, USMV, RSP, LQD | 13F-HR | 24 Jan 2018, 19:01 |
| Q3 2017 | 148 | $135,491,000 | +$3,110,100 | -$3,012,072 | +$98,028 | IVW, IVE, USMV, EUSA, LQD | 13F-HR | 20 Oct 2017, 15:14 |
| Q2 2017 | 150 | $128,717,000 | +$12,220,145 | -$18,163,522 | -$5,943,377 | IVW, IVE, USMV, EUSA, LQD | 13F-HR | 09 Aug 2017, 17:53 |
| Q1 2017 | 151 | $131,044,000 | +$3,308,952 | -$308,165 | +$3,000,787 | IVW, IVE, USMV, EUSA, IVV | 13F-HR | 09 Aug 2017, 17:34 |
| Q4 2016 | 156 | $123,071,000 | +$25,891,179 | -$15,829,514 | +$10,061,665 | IVE, IVW, USMV, EUSA, IVV | 13F-HR | 09 Aug 2017, 17:26 |
| Q3 2016 | 198 | $110,103,000 | +$1,809,453 | -$500,271 | +$1,309,182 | IVW, LQD, USMV, IVE, IVV | Restatement | 14 Jun 2018, 15:48 |
| Q2 2016 | 211 | $106,089,000 | +$1,519,855 | -$1,061,913 | +$457,942 | IVW, LQD, USMV, IVE, IVV | Restatement | 18 May 2018, 15:09 |
| Q1 2016 | 190 | $103,681,000 | +$1,049,741 | -$342,199 | +$707,542 | IVW, USMV, LQD, IVE, IVV | Restatement | 02 Oct 2017, 17:12 |
| Q4 2015 | 191 | $101,280,000 | $0 | $0 | $0 | IVW, LQD, USMV, IVE, IVV | Restatement | 18 Sep 2017, 11:49 |