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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Regal Wealth Group, Inc. INSTITUTION : Regal Wealth Group, Inc.
Regal Wealth Group, Inc. Portfolio (reported on 2019-10-22)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (S&P 500 GRWT ETF) IVW 11,720,000 77,785 10.68%
ISHARES TR    (S&P 500 VAL ETF) IVE 11,659,000 115,280 10.62%
BOEING CO    (COM) BA 8,503,000 26,366 7.75%
ISHARES TR    (CORE S&P500 ETF) IVV 8,293,000 32,959 7.56%
ISHARES TR    (IBOXX INV CP ETF) LQD 8,230,000 72,952 7.50%
ISHARES TR    (CORE US AGGBD ET) AGG 7,867,000 73,876 7.17%
ISHARES TR    (MIN VOL USA ETF) USMV 5,569,000 106,282 5.07%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 4,879,000 53,384 4.44%
ROCKWELL AUTOMATION INC    (COM) ROK 4,629,000 30,759 4.22%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,432,000 54,653 4.04%
ISHARES TR    (USA MOMENTUM FCT) 4,312,000 43,018 3.93%
ISHARES TR    (0-5YR HI YL CP) SHYG 3,016,000 67,691 2.74%
ISHARES TR    (RUS 1000 GRW ETF) IWF 2,720,000 20,777 2.47%
ISHARES TR    (RUS 1000 VAL ETF) IWD 2,386,000 21,486 2.17%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,269,000 32,731 2.06%
ISHARES TR    (RUS 1000 ETF) IWB 1,502,000 10,830 1.36%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,451,000 10,500 1.32%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,380,000 10,302 1.25%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,373,000 12,895 1.25%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,327,000 10,400 1.20%
MICROSOFT CORP    (COM) MSFT 981,000 9,659 0.89%
SKYWORKS SOLUTIONS INC    (COM) SWKS 935,000 13,949 0.85%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 832,000 6,300 0.75%
ISHARES TR    (RUS 2000 GRW ETF) IWO 423,000 2,517 0.38%
MERCK & CO INC    (COM) MRK 418,000 5,472 0.38%
ISHARES TR    (RUS 2000 VAL ETF) IWN 390,000 3,622 0.35%
MCDONALDS CORP    (COM) MCD 389,000 2,192 0.35%
APPLE INC    (COM) AAPL 387,000 2,450 0.35%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 359,000 4,820 0.32%
ISHARES INC    (MSCI EQUAL WEITE) EUSA 350,000 7,039 0.31%
INTEL CORP    (COM) INTC 340,000 7,235 0.30%
EDISON INTL    (COM) EIX 309,000 5,446 0.28%
EXELON CORP    (COM) EXC 302,000 6,697 0.27%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 261,000 1,902 0.23%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 218,000 872 0.19%
VERIZON COMMUNICATIONS INC    (COM) VZ 214,000 3,801 0.19%
FIDELITY    (QLTY FCTOR ETF) 212,000 7,078 0.19%
PROCTER AND GAMBLE CO    (COM) PG 203,000 2,203 0.18%
UNITEDHEALTH GROUP INC    (COM) UNH 199,000 798 0.18%
MARRIOTT INTL INC NEW    (CL A) MAR 181,000 1,666 0.16%
FACEBOOK INC    (CL A) FB 179,000 1,365 0.16%
ISHARES TR    (SELECT DIVID ETF) DVY 168,000 1,885 0.15%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 159,000 781 0.14%
ESCO TECHNOLOGIES INC    (COM) ESE 157,000 2,387 0.14%
ALLSTATE CORP    (COM) ALL 154,000 1,860 0.14%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 140,000 2,094 0.12%
ISHARES TR    (CORE S&P TTL STK) ISI 132,000 2,327 0.12%
ISHARES TR    (MSCI ACWI EX US) ACWX 125,000 2,970 0.11%
ISHARES INC    (MIN VOL GBL ETF) ACWV 122,000 1,501 0.11%
LINDE PLC    (COM) 112,000 720 0.10%
ISHARES TR    (CORE S&P MCP ETF) IJH 106,000 639 0.09%
COSTCO WHSL CORP NEW    (COM) COST 97,000 477 0.08%
EVERSOURCE ENERGY    (COM) ES 94,000 1,450 0.08%
CATHAY GEN BANCORP    (COM) CATY 93,000 2,784 0.08%
ORACLE CORP    (COM) ORCL 92,000 2,038 0.08%
DISNEY WALT CO    (COM DISNEY) DIS 91,000 825 0.08%
ISHARES TR    (MSCI EAFE ETF) EFA 89,000 1,517 0.08%
BANK AMER CORP    (COM) BAC 88,000 3,556 0.08%
LOCKHEED MARTIN CORP    (COM) LMT 81,000 308 0.07%
ISHARES TR    (MSCI EMG MKT ETF) EEM 73,000 1,857 0.06%
NORTHROP GRUMMAN CORP    (COM) NOC 73,000 296 0.06%
PAYPAL HLDGS INC    (COM) PYPL 69,000 819 0.06%
CHEVRON CORP NEW    (COM) CVX 66,000 602 0.06%
MORGAN STANLEY    (COM NEW) MS 62,000 1,568 0.05%
MERITOR INC    (COM) MTOR 60,000 3,525 0.05%
SMUCKER J M CO    (COM NEW) SJM 58,000 623 0.05%
VISA INC    (COM CL A) V 57,000 435 0.05%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 54,000 2,811 0.04%
AIR PRODS & CHEMS INC    (COM) APD 53,000 331 0.04%
TESLA INC    (COM) TSLA 53,000 158 0.04%
GENERAL ELECTRIC CO    (COM) GE 52,000 6,853 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 49,000 1,043 0.04%
DISCOVER FINL SVCS    (COM) DFS 46,000 784 0.04%
ISHARES TR    (0-5YR INVT GR CP) SLQD 45,000 913 0.04%
ISHARES TR    (CORE INTL AGGR) 43,000 824 0.03%
AT&T INC    (COM) T 43,000 1,495 0.03%
HAWAIIAN ELEC INDUSTRIES    (COM) HE 37,000 1,012 0.03%
FORD MTR CO DEL    (COM PAR USD0.01) F 36,000 4,668 0.03%
ISHARES TR    (INDIA 50 ETF) INDY 36,000 1,030 0.03%
CIGNA CORP NEW    (COM) 35,000 182 0.03%
BAIDU INC    (SPON ADR REP A) BIDU 32,000 200 0.02%
NETFLIX INC    (COM) NFLX 31,000 114 0.02%
MONSTER BEVERAGE CORP NEW    (COM) MNST 30,000 600 0.02%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 30,000 134 0.02%
NIKE INC    (CL B) NKE 30,000 400 0.02%
ALPHABET INC    (CAP STK CL A) GOOGL 29,000 28 0.02%
ALTABA INC    (COM) AABA 29,000 500 0.02%
LOWES COS INC    (COM) LOW 28,000 308 0.02%
JPMORGAN CHASE & CO    (COM) JPM 25,000 252 0.02%
HONEYWELL INTL INC    (COM) HON 23,000 175 0.02%
EBAY INC    (COM) EBAY 23,000 819 0.02%
QUALCOMM INC    (COM) QCOM 22,000 389 0.02%
NUTANIX INC    (CL A) NTNX 21,000 500 0.01%
DOWDUPONT INC    (COM) 21,000 397 0.01%
AMERICAN TOWER CORP NEW    (COM) AMT 20,000 124 0.01%
ALPHABET INC    (CAP STK CL C) GOOG 20,000 19 0.01%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 20,000 176 0.01%
JOHNSON & JOHNSON    (COM) JNJ 18,000 136 0.01%
HP INC    (COM) HPQ 18,000 861 0.01%
AMERICAN EXPRESS CO    (COM) AXP 18,000 191 0.01%
DUKE ENERGY CORP NEW    (COM NEW) DUK 17,000 193 0.01%
OCCIDENTAL PETE CORP DEL    (COM) OXY 17,000 277 0.01%
TRAVELERS COMPANIES INC    (COM) TRV 17,000 140 0.01%
CORELOGIC INC    (COM) CLGX 17,000 500 0.01%
SPIRIT AIRLS INC    (COM) SAVE 17,000 300 0.01%
KRAFT HEINZ CO    (COM) KHC 16,000 372 0.01%
SPDR GOLD TRUST    (GOLD SHS) GLD 16,000 135 0.01%
PRUDENTIAL FINL INC    (COM) PRU 15,000 189 0.01%
TWITTER INC    (COM) TWTR 14,000 500 0.01%
MARRIOTT VACATIONS WRLDWDE C    (COM) VAC 12,000 163 0.01%
PEPSICO INC    (COM) PEP 12,000 113 0.01%
AMERICAN FIN TR INC    (COM CLASS A) 12,000 865 0.01%
HOST HOTELS & RESORTS INC    (COM) HST 11,000 651 0.01%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 11,000 867 0.01%
BOOKING HLDGS INC    (COM) 10,000 6 0.00%
ALTRIA GROUP INC    (COM) MO 10,000 202 0.00%
HUNTINGTON INGALLS INDS INC    (COM) HII 9,000 46 0.00%
BAKER HUGHES A GE CO    (CL A) 9,000 432 0.00%
EXXON MOBIL CORP    (COM) XOM 9,000 126 0.00%
PHILIP MORRIS INTL INC    (COM) PM 8,000 120 0.00%
ISHARES TR    (CORE HIGH DV ETF) HDV 8,000 89 0.00%
COMCAST CORP NEW    (CL A) CMCSA 7,000 208 0.00%
HOME DEPOT INC    (COM) HD 7,000 43 0.00%
ISHARES TR    (CORE MSCI EAFE) IEFA 6,000 105 0.00%
JD COM INC    (SPON ADR CL A) JD 6,000 300 0.00%
3M CO    (COM) MMM 6,000 34 0.00%
GENERAL MLS INC    (COM) GIS 6,000 144 0.00%
STARBUCKS CORP    (COM) SBUX 6,000 89 0.00%
SQUARE INC    (CL A) 6,000 100 0.00%
CISCO SYS INC    (COM) CSCO 5,000 104 0.00%
UNION PAC CORP    (COM) UNP 5,000 36 0.00%
TRANSCANADA CORP    (COM) TRP 5,000 131 0.00%
ISHARES SILVER TRUST    (ISHARES) SLV 5,000 311 0.00%
VERSUM MATLS INC    (COM) 5,000 173 0.00%
GOLDMAN SACHS GROUP INC    (COM) GS 4,000 24 0.00%
WASTE MGMT INC DEL    (COM) WMI 4,000 50 0.00%
DXC TECHNOLOGY CO    (COM) 4,000 73 0.00%
BEST BUY INC    (COM) BBY 3,000 50 0.00%
ETF SER SOLUTIONS    (US GLB JETS) 3,000 101 0.00%
AMAZON COM INC    (COM) AMZN 3,000 2 0.00%
CATERPILLAR INC DEL    (COM) CAT 3,000 21 0.00%
MONDELEZ INTL INC    (CL A) MDLZ 3,000 81 0.00%
CITIGROUP INC    (COM NEW) C 3,000 63 0.00%
ROKU INC    (COM CL A) 3,000 110 0.00%
CLEAN ENERGY FUELS CORP    (COM) CLNE 3,000 1,500 0.00%
MICRO FOCUS INTERNATIONAL PL    (SPON ADR NEW) 2,000 118 0.00%
CENTURYLINK INC    (COM) CTL 2,000 116 0.00%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 2,000 20 0.00%
ISHARES TR    (US HLTHCARE ETF) IYH 2,000 13 0.00%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 2,000 175 0.00%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 2,000 31 0.00%
LANDS END INC NEW    (COM) LE 1,000 95 0.00%
NETGEAR INC    (COM) NTGR 1,000 10 0.00%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP ENGY) 1,000 70 0.00%
SNAP INC    (CL A) 1,000 200 0.00%
MEDTRONIC PLC    (SHS) MDT 1,000 10 0.00%
RESIDEO TECHNOLOGIES INC    (COM) 1,000 29 0.00%
PERSPECTA INC    (COM) 1,000 36 0.00%
CORECIVIC INC    (COM) 1,000 45 0.00%
ARLO TECHNOLOGIES INC    (COM) 0 10 0.00%
TRANSOCEAN LTD    (REG SHS) RIG 0 41 0.00%
CARRIZO OIL & GAS INC    (COM) CRZO 0 22 0.00%
SPRINT CORP    (COM SER 1) 0 9 0.00%
MAGNEGAS APPLIED TECHNLGY SO    (COM) 0 242 0.00%
GARRETT MOTION INC    (COM) 0 17 0.00%
BOSTON SCIENTIFIC CORP    (COM) BSX 0 10 0.00%
FRONTIER COMMUNICATIONS CORP    (COM NEW) 0 28 0.00%
GOPRO INC    (CL A) GPRO 0 50 0.00%
ADVANSIX INC    (COM) 0 7 0.00%
Total Value As 2019-09-30: 109,685,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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