0001172661-21-001095.txt : 20210512 0001172661-21-001095.hdr.sgml : 20210512 20210512132633 ACCESSION NUMBER: 0001172661-21-001095 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 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: 21914519 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 03-31-2021 03-31-2021 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 05-12-2021 0 28 98667 INFORMATION TABLE 2 infotable.xml ISHARES INC MSCI FRONTIER 464286145 1194 40481 SH SOLE 0 0 40481 ISHARES TR CORE S&P500 ETF 464287200 6518 16385 SH SOLE 0 0 16385 ISHARES TR IBOXX INV CP ETF 464287242 14016 107775 SH SOLE 0 0 107775 ISHARES TR CORE S&P MCP ETF 464287507 3190 12258 SH SOLE 0 0 12258 ISHARES TR RUS 1000 GRW ETF 464287614 366 1507 SH SOLE 0 0 1507 ISHARES TR RUS 1000 ETF 464287622 239 1070 SH SOLE 0 0 1070 ISHARES TR CORE S&P SCP ETF 464287804 4862 44801 SH SOLE 0 0 44801 ISHARES TR NATIONAL MUN ETF 464288414 3780 32572 SH SOLE 0 0 32572 ISHARES TR PFD AND INCM SEC 464288687 2185 56902 SH SOLE 0 0 56902 ISHARES TR MICRO-CAP ETF 464288869 2181 14841 SH SOLE 0 0 14841 ISHARES TR US TREAS BD ETF 46429B267 1406 53690 SH SOLE 0 0 53690 ISHARES TR FLTG RATE NT ETF 46429B655 2357 46419 SH SOLE 0 0 46419 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 8960 122872 SH SOLE 0 0 122872 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1647 32779 SH SOLE 0 0 32779 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 512 9248 SH SOLE 0 0 9248 SPDR SER TR NUVEEN BBG BRCLY 78464A284 592 9986 SH SOLE 0 0 9986 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2299 21133 SH SOLE 0 0 21133 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1055 21286 SH SOLE 0 0 21286 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4143 50412 SH SOLE 0 0 50412 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2782 20629 SH SOLE 0 0 20629 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3083 14368 SH SOLE 0 0 14368 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2454 26718 SH SOLE 0 0 26718 VANGUARD INDEX FDS GROWTH ETF 922908736 8944 34794 SH SOLE 0 0 34794 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 670 12019 SH SOLE 0 0 12019 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1797 14000 SH SOLE 0 0 14000 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5722 109925 SH SOLE 0 0 109925 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 9563 194718 SH SOLE 0 0 194718 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 2150 27747 SH SOLE 0 0 27747