Regal Investment Advisors LLC Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$84.6B
Holdings
28
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LQDISHARES TR | 95,247 | $12.8B | 15.16% | |
| 2 | VEAVANGUARD TAX-MANAGED INTL FD | 193,776 | $7.9B | 9.37% | |
| 3 | VUGVANGUARD INDEX FDS | 33,946 | $7.7B | 9.13% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 129,165 | $7.1B | 8.44% | |
| 5 | IVVISHARES TR | 15,915 | $5.3B | 6.32% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 112,250 | $4.9B | 5.74% | |
| 7 | BSVVANGUARD BD INDEX FDS | 47,474 | $3.9B | 4.66% | |
| 8 | IJRISHARES TR | 52,063 | $3.7B | 4.32% | |
| 9 | MUBISHARES TR | 31,365 | $3.6B | 4.30% | |
| 10 | VOTVANGUARD INDEX FDS | 14,853 | $2.7B | 3.16% | |
| 11 | IJHISHARES TR | 13,581 | $2.5B | 2.97% | |
| 12 | VOEVANGUARD INDEX FDS | 21,645 | $2.2B | 2.59% | |
| 13 | FLOTISHARES TR | 42,046 | $2.1B | 2.52% | |
| 14 | VWOBVANGUARD WHITEHALL FDS | 26,595 | $2.1B | 2.48% | |
| 15 | PFFISHARES TR | 56,309 | $2.1B | 2.42% | |
| 16 | JNKSPDR SER TR | 19,644 | $2.0B | 2.42% | |
| 17 | VNQVANGUARD INDEX FDS | 25,178 | $2.0B | 2.35% | |
| 18 | IWCISHARES TR | 17,771 | $1.6B | 1.90% | |
| 19 | VSSVANGUARD INTL EQUITY INDEX F | 13,936 | $1.5B | 1.73% | |
| 20 | AQLTISHARES TR | 50,895 | $1.4B | 1.68% | |
| 21 | GNRSPDR INDEX SHS FDS | 33,358 | $1.3B | 1.48% | |
| 22 | SHMSPDR SER TR | 20,897 | $1.0B | 1.23% | |
| 23 | FMUSDISHARES INC | 39,219 | $1.0B | 1.19% | |
| 24 | VNQIVANGUARD INTL EQUITY INDEX F | 11,711 | $569.0M | 0.67% | |
| 25 | HYMBSPDR SER TR | 9,679 | $550.0M | 0.65% | |
| 26 | EWXSPDR INDEX SHS FDS | 9,266 | $411.0M | 0.49% | |
| 27 | IWFISHARES TR | 1,507 | $327.0M | 0.39% | |
| 28 | IWBISHARES TR | 1,070 | $200.0M | 0.24% |