0001172661-20-001191.txt : 20200512 0001172661-20-001191.hdr.sgml : 20200512 20200512110430 ACCESSION NUMBER: 0001172661-20-001191 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200512 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Regal Investment Advisors LLC CENTRAL INDEX KEY: 0001559789 IRS NUMBER: 223844414 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15474 FILM NUMBER: 20867510 BUSINESS ADDRESS: STREET 1: 2687 44TH STREET SE CITY: KENTWOOD STATE: MI ZIP: 49512 BUSINESS PHONE: 616-224-2204 MAIL ADDRESS: STREET 1: 2687 44TH STREET SE CITY: KENTWOOD STATE: MI ZIP: 49512 FORMER COMPANY: FORMER CONFORMED NAME: Regal Investment Advisors, LLC DATE OF NAME CHANGE: 20121005 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001559789 XXXXXXXX 03-31-2020 03-31-2020 false Regal Investment Advisors LLC

2687 44th Street Se Kentwood MI 49512

13F HOLDINGS REPORT 028-15474 N Brian Yarch 616-224-2204 /s/ Brian Yarch Kentwood MI 05-12-2020 0 27 68063 INFORMATION TABLE 2 infotable.xml ISHARES INC MSCI FRNTR100ETF 464286145 753 35254 SH SOLE 0 0 35254 ISHARES TR CORE S&P MCP ETF 464287507 1963 13648 SH SOLE 0 0 13648 ISHARES TR CORE S&P SCP ETF 464287804 2763 49244 SH SOLE 0 0 49244 ISHARES TR CORE S&P500 ETF 464287200 4171 16140 SH SOLE 0 0 16140 ISHARES TR FLTG RATE NT ETF 46429B655 2177 44673 SH SOLE 0 0 44673 ISHARES TR IBOXX INV CP ETF 464287242 10604 85855 SH SOLE 0 0 85855 ISHARES TR MICRO-CAP ETF 464288869 1139 16999 SH SOLE 0 0 16999 ISHARES TR NATIONAL MUN ETF 464288414 3156 27926 SH SOLE 0 0 27926 ISHARES TR PFD AND INCM SEC 464288687 1764 55394 SH SOLE 0 0 55394 ISHARES TR RUS 1000 GRW ETF 464287614 227 1507 SH SOLE 0 0 1507 ISHARES TR US TREAS BD ETF 46429B267 1366 48759 SH SOLE 0 0 48759 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5746 127735 SH SOLE 0 0 127735 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 866 28003 SH SOLE 0 0 28003 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 238 7182 SH SOLE 0 0 7182 SPDR SER TR BLOOMBERG BRCLYS 78468R622 1810 19107 SH SOLE 0 0 19107 SPDR SER TR NUVEEN BBG BRCLY 78464A284 568 10387 SH SOLE 0 0 10387 SPDR SER TR NUVEEN BLMBRG SR 78468R739 962 19673 SH SOLE 0 0 19673 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3360 40888 SH SOLE 0 0 40888 VANGUARD INDEX FDS GROWTH ETF 922908736 5870 37463 SH SOLE 0 0 37463 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1869 14753 SH SOLE 0 0 14753 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1778 21875 SH SOLE 0 0 21875 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1738 24880 SH SOLE 0 0 24880 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3653 108876 SH SOLE 0 0 108876 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 920 11761 SH SOLE 0 0 11761 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 429 10000 SH SOLE 0 0 10000 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6389 191630 SH SOLE 0 0 191630 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 1784 25344 SH SOLE 0 0 25344