Regal Investment Advisors LLC Q1 2021 Filing
Filed May 12, 2021
Portfolio Value
$98.7B
Holdings
28
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LQDISHARES TR | 107,775 | $14.0B | 14.21% | |
| 2 | VEAVANGUARD TAX-MANAGED INTL FD | 194,718 | $9.6B | 9.69% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 122,872 | $9.0B | 9.08% | |
| 4 | VUGVANGUARD INDEX FDS | 34,794 | $8.9B | 9.06% | |
| 5 | IVVISHARES TR | 16,385 | $6.5B | 6.61% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 109,925 | $5.7B | 5.80% | |
| 7 | IJRISHARES TR | 44,801 | $4.9B | 4.93% | |
| 8 | BSVVANGUARD BD INDEX FDS | 50,412 | $4.1B | 4.20% | |
| 9 | MUBISHARES TR | 32,572 | $3.8B | 3.83% | |
| 10 | IJHISHARES TR | 12,258 | $3.2B | 3.23% | |
| 11 | VOTVANGUARD INDEX FDS | 14,368 | $3.1B | 3.12% | |
| 12 | VOEVANGUARD INDEX FDS | 20,629 | $2.8B | 2.82% | |
| 13 | VNQVANGUARD INDEX FDS | 26,718 | $2.5B | 2.49% | |
| 14 | FLOTISHARES TR | 46,419 | $2.4B | 2.39% | |
| 15 | JNKSPDR SER TR | 21,133 | $2.3B | 2.33% | |
| 16 | PFFISHARES TR | 56,902 | $2.2B | 2.21% | |
| 17 | IWCISHARES TR | 14,841 | $2.2B | 2.21% | |
| 18 | VWOBVANGUARD WHITEHALL FDS | 27,747 | $2.1B | 2.18% | |
| 19 | VSSVANGUARD INTL EQUITY INDEX F | 14,000 | $1.8B | 1.82% | |
| 20 | GNRSPDR INDEX SHS FDS | 32,779 | $1.6B | 1.67% | |
| 21 | AQLTISHARES TR | 53,690 | $1.4B | 1.42% | |
| 22 | FMUSDISHARES INC | 40,481 | $1.2B | 1.21% | |
| 23 | SHMSPDR SER TR | 21,286 | $1.1B | 1.07% | |
| 24 | VNQIVANGUARD INTL EQUITY INDEX F | 12,019 | $670.0M | 0.68% | |
| 25 | HYMBSPDR SER TR | 9,986 | $592.0M | 0.60% | |
| 26 | EWXSPDR INDEX SHS FDS | 9,248 | $512.0M | 0.52% | |
| 27 | IWFISHARES TR | 1,507 | $366.0M | 0.37% | |
| 28 | IWBISHARES TR | 1,070 | $239.0M | 0.24% |