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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
VONV +4,596+$331
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IJR -2,170-$205
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
RSP +16,947+$2,667
DFAI +11,781+$723
DFAS +4,879+$985
VCSH +3,485+$491
DFCF +3,329+$282
LQD +3,030+$922
AGG +1,960+$437
VO +1,118+$765
MSFT +586+$283
VTI +235+$670
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
USMV -14,258-$722
DFLV -3,411+$1,619
IWF -3,017+$1,945
AAPL -548-$26
BA -280+$1,072
MTUM -270-$15
IWD -198+$292
SWKS -187+$34
RTX -118+$96
Regal Wealth Group Inc. Info
Size ($ in 1000's)
At 12/31/2023: $162,112
At 09/30/2023: $146,451

Regal Wealth Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Regal Wealth Group Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Regal Wealth Group Inc.
As of  12/31/2023, we find all stocks held by Regal Wealth Group Inc. to be as follows, presented in the table below with each row detailing each Regal Wealth Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Regal Wealth Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Regal Wealth Group Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ISHARES TR (IWF) 96,593 -3,017 $28,440
     IWF96,593-3,017$28,440
DIMENSIONAL ETF TRUST (DFLV) 822,968 -3,411 $22,121
     DFLV822,968-3,411$22,121
ISHARES TR (IVV) 31,068 +16 $14,588
     IVV31,068+16$14,588
ISHARES TR (LQD) 87,205 +3,030 $9,510
     LQD87,205+3,030$9,510
VANGUARD SCOTTSDALE FDS (VCSH) 119,233 +3,485 $9,189
     VCSH119,233+3,485$9,189
DIMENSIONAL ETF TRUST (DFAS) 142,852 +4,879 $8,227
     DFAS142,852+4,879$8,227
VANGUARD INDEX FDS (VTI) 30,483 +235 $7,095
     VTI30,483+235$7,095
VANGUARD INDEX FDS (VO) 27,389 +1,118 $6,236
     VO27,389+1,118$6,236
ISHARES TR (AGG) 57,431 +1,960 $5,653
     AGG57,431+1,960$5,653
DIMENSIONAL ETF TRUST (DFAI) 196,730 +11,781 $5,552
     DFAI196,730+11,781$5,552
BOEING CO 21,130 -280 $5,176
     BA21,130-280$5,176
ROCKWELL AUTOMATION INC 15,098 +12 $4,600
     ROK15,098+12$4,600
ISHARES TR (IWD) 26,318 -198 $4,318
     IWD26,318-198$4,318
ISHARES TR (USMV) 55,313 -14,258 $4,314
     USMV55,313-14,258$4,314
DIMENSIONAL ETF TRUST (DFCF) 87,646 +3,329 $3,686
     DFCF87,646+3,329$3,686
INVESCO EXCHANGE TRADED FD T (RSP) 19,540 +16,947 $3,034
     RSP19,540+16,947$3,034
ISHARES TR (IWB) 10,081 +3 $2,595
     IWB10,081+3$2,595
ISHARES TR (IVW) 30,815 +50 $2,245
     IVW30,815+50$2,245
ISHARES TR (IVE) 12,047 +34 $2,089
     IVE12,047+34$2,089
ISHARES TR (IWM) 9,303 UNCH $1,803
     IWM9,303UNCH$1,803
VANGUARD INDEX FDS (VB) 5,809 UNCH $1,199
     VB5,809UNCH$1,199
SKYWORKS SOLUTIONS INC 11,379 -187 $1,174
     SWKS11,379-187$1,174
APPLE INC 6,333 -548 $1,152
     AAPL6,333-548$1,152
ISHARES TR (IWO) 3,084 -35 $749
     IWO3,084-35$749
MICROSOFT CORP 1,877 +586 $691
     MSFT1,877+586$691
ISHARES TR (IWN) 4,509 -30 $679
     IWN4,509-30$679
RTX CORPORATION 7,776 -118 $664
     RTX7,776-118$664
MERCK & CO INC 5,322 +1 $623
     MRK5,322+1$623
UNITEDHEALTH GROUP INC 991 UNCH $540
     UNH991UNCH$540
SPDR S&P 500 ETF TR (SPY) 821 +1 $383
     SPY821+1$383
MARRIOTT INTL INC NEW 1,726 +4 $380
     MAR1,726+4$380
EDISON INTL 5,049 UNCH $365
     EIX5,049UNCH$365
TESLA INC 1,521 -83 $362
     TSLA1,521-83$362
VANGUARD SCOTTSDALE FDS (VONV) 4,596 +4,596 $331
     VONV4,596+4,596$331
PROCTER AND GAMBLE CO 2,112 UNCH $314
     PG2,112UNCH$314
ISHARES INC (EUSA) 3,572 UNCH $295
     EUSA3,572UNCH$295
CARRIER GLOBAL CORPORATION 5,047 +5 $280
     CARR5,047+5$280
ISHARES TR (MTUM) 1,805 -270 $275
     MTUM1,805-270$275
BERKSHIRE HATHAWAY INC DEL      $248
     BRK.B681UNCH$248
CHEVRON CORP NEW 1,606 UNCH $242
     CVX1,606UNCH$242
VANGUARD INDEX FDS (VNQ) 2,731 +13 $237
     VNQ2,731+13$237
SPDR GOLD TR (GLD) 1,222 +29 $231
     GLD1,222+29$231
ISHARES TR (IJR) 2,173 +3 $227
     IJR2,173+3$227

See Summary: Regal Wealth Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Regal Wealth Group Inc.

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