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

Regal Investment Advisors LLC INSTITUTION : Regal Investment Advisors LLC
Regal Investment Advisors LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-12) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (IBOXX INV CP ETF) LQD 10,604,000 85,855 15.57%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 6,389,000 191,630 9.38%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 5,870,000 37,463 8.62%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 5,746,000 127,735 8.44%
ISHARES TR    (CORE S&P500 ETF) IVV 4,171,000 16,140 6.12%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 3,653,000 108,876 5.36%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 3,360,000 40,888 4.93%
ISHARES TR    (NATIONAL MUN ETF) MUB 3,156,000 27,926 4.63%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,763,000 49,244 4.05%
ISHARES TR    (FLTG RATE NT ETF) FLOT 2,177,000 44,673 3.19%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,963,000 13,648 2.88%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 1,869,000 14,753 2.74%
SPDR SER TR    (BLOOMBERG BRCLYS) 1,810,000 19,107 2.65%
VANGUARD WHITEHALL FDS    (EMERG MKT BD ETF) VWOB 1,784,000 25,344 2.62%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 1,778,000 21,875 2.61%
ISHARES TR    (PFD AND INCM SEC) PFF 1,764,000 55,394 2.59%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,738,000 24,880 2.55%
ISHARES TR    (US TREAS BD ETF) GOVT 1,366,000 48,759 2.00%
ISHARES TR    (MICRO-CAP ETF) IWC 1,139,000 16,999 1.67%
SPDR SER TR    (NUVEEN BLMBRG SR) 962,000 19,673 1.41%


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MAJOR GURUS:
Warren Buffett
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George Soros

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