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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 2020-07-09)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (RUS 1000 GRW ETF) IWF 18,206,000 94,847 15.02%
ISHARES TR    (RUS 1000 VAL ETF) IWD 14,366,000 127,564 11.85%
ISHARES TR    (CORE S&P500 ETF) IVV 10,275,000 33,177 8.47%
ISHARES TR    (MSCI MIN VOL ETF) USMV 8,766,000 144,582 7.23%
ISHARES TR    (IBOXX INV CP ETF) LQD 7,062,000 52,507 5.82%
ROCKWELL AUTOMATION INC    (COM) ROK 6,413,000 30,106 5.29%
ISHARES TR    (CORE US AGGBD ET) AGG 6,352,000 53,737 5.24%
ISHARES TR    (USA MOMENTUM FCT) 5,715,000 43,625 4.71%
BOEING CO    (COM) BA 4,787,000 26,113 3.95%
ISHARES TR    (IBOXX HI YD ETF) HYG 3,682,000 45,115 3.03%
ISHARES TR    (RUS 2000 GRW ETF) IWO 3,146,000 15,206 2.59%
ISHARES TR    (RUS 2000 VAL ETF) IWN 2,732,000 28,034 2.25%
ISHARES TR    (0-5YR HI YL CP) SHYG 2,451,000 57,147 2.02%
MICROSOFT CORP    (COM) MSFT 2,063,000 10,137 1.70%
SKYWORKS SOLUTIONS INC    (COM) SWKS 1,954,000 15,283 1.61%
ISHARES TR    (RUS 1000 ETF) IWB 1,863,000 10,849 1.53%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,743,000 8,402 1.43%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,721,000 10,500 1.42%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,680,000 10,734 1.38%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,476,000 10,311 1.21%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,338,000 12,360 1.10%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 919,000 6,308 0.75%
APPLE INC    (COM) AAPL 877,000 2,403 0.72%
RAYTHEON TECHNOLOGIES CORP    (COM) 591,000 9,588 0.48%
MERCK & CO. INC    (COM) MRK 425,000 5,490 0.35%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 412,000 4,044 0.34%
INTEL CORP    (COM) INTC 411,000 6,868 0.33%
MCDONALDS CORP    (COM) MCD 391,000 2,117 0.32%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 347,000 4,416 0.28%
EDISON INTL    (COM) EIX 337,000 6,196 0.27%
VERIZON COMMUNICATIONS INC    (COM) VZ 332,000 6,014 0.27%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 285,000 923 0.23%
HONEYWELL INTL INC    (COM) HON 273,000 1,891 0.22%
FACEBOOK INC    (CL A) FB 269,000 1,186 0.22%
OTIS WORLDWIDE CORP    (COM) 269,000 4,726 0.22%
PROCTER AND GAMBLE CO    (COM) PG 263,000 2,203 0.21%
EXELON CORP    (COM) EXC 254,000 7,006 0.20%
ISHARES INC    (MSCI EQUAL WEITE) EUSA 248,000 4,332 0.20%
ISHARES TR    (CORE S&P SCP ETF) IJR 244,000 3,579 0.20%
UNITEDHEALTH GROUP INC    (COM) UNH 241,000 817 0.19%
CARRIER GLOBAL CORPORATION    (COM) 210,000 9,445 0.17%
DISNEY WALT CO    (COM DISNEY) DIS 208,000 1,866 0.17%
FIDELITY COVINGTON TR    (QLTY FCTOR ETF) 181,000 4,967 0.14%
ALLSTATE CORP    (COM) ALL 180,000 1,860 0.14%
TESLA INC    (COM) TSLA 171,000 158 0.14%
AT&T INC    (COM) T 167,000 5,537 0.13%
MARRIOTT INTL INC NEW    (CL A) MAR 146,000 1,700 0.12%
LINDE PLC    (SHS) 139,000 655 0.11%
ISHARES TR    (MSCI ACWI EX US) ACWX 134,000 3,106 0.11%
ESCO TECHNOLOGIES INC    (COM) ESE 133,000 1,577 0.10%
ORACLE CORP    (COM) ORCL 130,000 2,358 0.10%
EVERSOURCE ENERGY    (COM) ES 126,000 1,511 0.10%
COSTCO WHSL CORP NEW    (COM) COST 114,000 375 0.09%
LOCKHEED MARTIN CORP    (COM) LMT 112,000 308 0.09%
ISHARES INC    (MIN VOL GBL ETF) ACWV 111,000 1,264 0.09%
PAYPAL HLDGS INC    (COM) PYPL 103,000 589 0.08%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 101,000 567 0.08%
NORTHROP GRUMMAN CORP    (COM) NOC 93,000 303 0.07%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 91,000 1,380 0.07%
DOCUSIGN INC    (COM) 86,000 500 0.07%
ISHARES TR    (CORE S&P MCP ETF) IJH 86,000 484 0.07%
VISA INC    (COM CL A) V 86,000 445 0.07%
WEC ENERGY GROUP INC    (COM) 80,000 909 0.06%
BK OF AMERICA CORP    (COM) BAC 78,000 3,263 0.06%
MORGAN STANLEY    (COM NEW) MS 76,000 1,568 0.06%
SPLUNK INC    (COM) SPLK 73,000 368 0.06%
CATHAY GEN BANCORP    (COM) CATY 73,000 2,784 0.06%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 72,000 334 0.05%
OCCIDENTAL PETE CORP    (COM) OXY 68,000 3,700 0.05%
SMUCKER J M CO    (COM NEW) SJM 66,000 623 0.05%
HAWAIIAN ELEC INDUSTRIES    (COM) HE 66,000 1,823 0.05%
ISHARES TR    (ESG MSCI USA ETF) 63,000 906 0.05%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 59,000 1,040 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 57,000 1,069 0.04%
DIREXION SHS ETF TR    (DAILY FINL BEAR) 57,000 3,219 0.04%
CHEVRON CORP NEW    (COM) CVX 56,000 623 0.04%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 56,000 3,541 0.04%
MERITOR INC    (COM) MTOR 54,000 2,737 0.04%
SEMPRA ENERGY    (COM) SRE 54,000 457 0.04%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 52,000 92 0.04%
NETFLIX INC    (COM) NFLX 52,000 114 0.04%
ISHARES TR    (CORE DIV GRWTH) DGRO 49,000 1,300 0.04%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 49,000 134 0.04%
SPDR GOLD TR    (GOLD SHS) GLD 48,000 284 0.03%
ISHARES TR    (SELECT DIVID ETF) DVY 46,000 572 0.03%
EBAY INC.    (COM) EBAY 44,000 838 0.03%
GENERAL ELECTRIC CO    (COM) GE 44,000 6,371 0.03%
AIR PRODS & CHEMS INC    (COM) APD 42,000 175 0.03%
LOWES COS INC    (COM) LOW 42,000 308 0.03%
MONSTER BEVERAGE CORP NEW    (COM) MNST 42,000 600 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 41,000 670 0.03%
ALPHABET INC    (CAP STK CL A) GOOGL 41,000 29 0.03%
NIKE INC    (CL B) NKE 39,000 400 0.03%
DISCOVER FINL SVCS    (COM) DFS 39,000 784 0.03%
GILEAD SCIENCES INC    (COM) GILD 38,000 500 0.03%
QUALCOMM INC    (COM) QCOM 36,000 389 0.02%
CORELOGIC INC    (COM) CLGX 34,000 500 0.02%
CIGNA CORP NEW    (COM) 34,000 182 0.02%
AMERICAN AIRLS GROUP INC    (COM) AAL 33,000 2,503 0.02%
AMERICAN TOWER CORP NEW    (COM) AMT 32,000 124 0.02%
FORD MTR CO DEL    (COM) F 31,000 5,111 0.02%
BLACK HILLS CORP    (COM) BKH 30,000 526 0.02%
PALO ALTO NETWORKS INC    (COM) PANW 30,000 130 0.02%
BARRICK GOLD CORPORATION    (COM) ABX 29,000 1,082 0.02%
ISHARES TR    (0-5YR INVT GR CP) SLQD 29,000 558 0.02%
ALPHABET INC    (CAP STK CL C) GOOG 27,000 19 0.02%
FRANCO NEV CORP    (COM) FNNVF 27,000 190 0.02%
ISHARES TR    (CORE INTL AGGR) 27,000 477 0.02%
JPMORGAN CHASE & CO    (COM) JPM 27,000 287 0.02%
DUKE ENERGY CORP NEW    (COM NEW) DUK 25,000 316 0.02%
CAMECO CORP    (COM) CCJ 25,000 2,420 0.02%
PEPSICO INC    (COM) PEP 24,000 179 0.01%
ISHARES TR    (CORE S&P TTL STK) ISI 24,000 348 0.01%
INVESCO QQQ TR    (UNIT SER 1) 24,000 98 0.01%
WALMART INC    (COM) WMT 24,000 199 0.01%
OTTER TAIL CORP    (COM) OTTR 23,000 604 0.01%
ISHARES TR    (SP SMCP600VL ETF) IJS 22,000 179 0.01%
UBER TECHNOLOGIES INC    (COM) 22,000 700 0.01%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 21,000 72 0.01%
MODERNA INC    (COM) 21,000 325 0.01%
JOHNSON & JOHNSON    (COM) JNJ 19,000 136 0.01%
COMCAST CORP NEW    (CL A) CMCSA 19,000 498 0.01%
AMERICAN EXPRESS CO    (COM) AXP 18,000 191 0.01%
JD.COM INC    (SPON ADR CL A) JD 18,000 300 0.01%
ISHARES TR    (ESG AWR US AGRGT) 17,000 299 0.01%
AMERICAN ELEC PWR CO INC    (COM) AEP 17,000 217 0.01%
HOME DEPOT INC    (COM) HD 16,000 65 0.01%
EXXON MOBIL CORP    (COM) XOM 16,000 351 0.01%
TRAVELERS COMPANIES INC    (COM) TRV 16,000 140 0.01%
PAN AMERN SILVER CORP    (COM) PAAS 16,000 530 0.01%
TWITTER INC    (COM) TWTR 15,000 500 0.01%
STARBUCKS CORP    (COM) SBUX 15,000 198 0.01%
MARRIOTT VACTINS WORLDWID CO    (COM) VAC 14,000 168 0.01%
ROKU INC    (COM CL A) 13,000 110 0.01%
NUTANIX INC    (CL A) NTNX 12,000 500 0.00%
PRUDENTIAL FINL INC    (COM) PRU 12,000 192 0.00%
ISHARES TR    (ESG AWRE 1 5 YR) 12,000 456 0.00%
SOUTHERN CO    (COM) SO 12,000 241 0.00%
KRAFT HEINZ CO    (COM) KHC 12,000 372 0.00%
YUM BRANDS INC    (COM) YUM 12,000 140 0.00%
SQUARE INC    (CL A) 12,000 112 0.00%
ISHARES TR    (ESG MSCI EAFE) 11,000 181 0.00%
AMAZON COM INC    (COM) AMZN 11,000 4 0.00%
ISHARES TR    (ESG MSCI USA SML) 11,000 431 0.00%
BOOKING HOLDINGS INC    (COM) 10,000 6 0.00%
XCEL ENERGY INC    (COM) XEL 10,000 165 0.00%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 9,000 76 0.00%
ALTRIA GROUP INC    (COM) MO 8,000 202 0.00%
HOST HOTELS & RESORTS INC    (COM) HST 8,000 704 0.00%
PHILIP MORRIS INTL INC    (COM) PM 8,000 120 0.00%
ISHARES TR    (CORE HIGH DV ETF) HDV 8,000 95 0.00%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000IDX) VONE 8,000 53 0.00%
DUPONT DE NEMOURS INC    (COM) 7,000 135 0.00%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 7,000 27 0.00%
UNION PAC CORP    (COM) UNP 6,000 36 0.00%
TELLURIAN INC NEW    (COM) 6,000 5,000 0.00%
YUM CHINA HLDGS INC    (COM) 6,000 133 0.00%
TC ENERGY CORP    (COM) 6,000 140 0.00%
ISHARES TR    (USA SIZE FACTOR) SIZE 6,000 70 0.00%
CREE INC    (COM) CREE 6,000 100 0.00%
DOW INC    (COM) 6,000 143 0.00%
CISCO SYS INC    (COM) CSCO 6,000 124 0.00%
ISHARES TR    (ESG AWRE USD ETF) 6,000 220 0.00%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 5,000 24 0.00%
COCA COLA CO    (COM) KO 5,000 112 0.00%
ISHARES SILVER TR    (ISHARES) SLV 5,000 311 0.00%
GOLDMAN SACHS GROUP INC    (COM) GS 5,000 24 0.00%
WASTE MGMT INC DEL    (COM) WMI 5,000 50 0.00%
3M CO    (COM) MMM 5,000 34 0.00%
SPIRIT AIRLS INC    (COM) SAVE 4,000 250 0.00%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 4,000 31 0.00%
MONDELEZ INTL INC    (CL A) MDLZ 4,000 81 0.00%
NOKIA CORP    (SPONSORED ADR) NOK 4,000 1,019 0.00%
CORTEVA INC    (COM) 4,000 134 0.00%
CITIGROUP INC    (COM NEW) C 3,000 63 0.00%
WELLTOWER INC    (COM) HCN 3,000 50 0.00%
CLEAN ENERGY FUELS CORP    (COM) CLNE 3,000 1,500 0.00%
ISHARES TR    (US HLTHCARE ETF) IYH 3,000 13 0.00%
ENBRIDGE INC    (COM) ENB 3,000 108 0.00%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 3,000 13 0.00%
CATERPILLAR INC DEL    (COM) CAT 3,000 21 0.00%
PROSHARES TR II    (ULTA BLMBG 2017) 2,000 80 0.00%
WABTEC    (COM) WAB 2,000 30 0.00%
DRAFTKINGS INC    (COM CL A) 2,000 55 0.00%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,000 11 0.00%
ETF SER SOLUTIONS    (US GLB JETS) 2,000 103 0.00%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 2,000 31 0.00%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 2,000 16 0.00%
AES CORP    (COM) AES 2,000 137 0.00%
ISHARES TR    (GENOMICS IMMUN) 2,000 40 0.00%
ISHARES TR    (EXPONENTIAL TECH) 1,000 30 0.00%
EMBRAER S.A.    (SPONSORED ADS) ERJ 1,000 200 0.00%
MASTERCARD INCORPORATED    (CL A) MA 1,000 4 0.00%
MEDTRONIC PLC    (SHS) MDT 1,000 10 0.00%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 1,000 10 0.00%
CENTURYLINK INC    (COM) CTL 1,000 149 0.00%
SPDR SER TR    (S&P DIVID ETF) SDY 1,000 15 0.00%
SOUTHWEST AIRLS CO    (COM) LUV 1,000 25 0.00%
ISHARES TR    (CYBERSECURITY) 1,000 26 0.00%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000VAL) VONV 1,000 12 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-06-30: 121,170,000 SEC FILING
* Portfolios do not reflect changes after reporting
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