0001656537-21-000005.txt : 20210802 0001656537-21-000005.hdr.sgml : 20210802 20210802134926 ACCESSION NUMBER: 0001656537-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210802 DATE AS OF CHANGE: 20210802 EFFECTIVENESS DATE: 20210802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Regal Wealth Group, Inc. CENTRAL INDEX KEY: 0001656537 IRS NUMBER: 061763159 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18113 FILM NUMBER: 211135514 BUSINESS ADDRESS: STREET 1: 12501 SEAL BEACH BOULEVARD STREET 2: SUITE 280 CITY: SEAL BEACH STATE: CA ZIP: 90740 BUSINESS PHONE: 562-799-1929 MAIL ADDRESS: STREET 1: 12501 SEAL BEACH BOULEVARD STREET 2: SUITE 280 CITY: SEAL BEACH STATE: CA ZIP: 90740 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001656537 XXXXXXXX 06-30-2021 06-30-2021 Regal Wealth Group, Inc.

12501 SEAL BEACH BOULEVARD SUITE 280 SEAL BEACH CA 90740

13F HOLDINGS REPORT 028-18113 N William Beeler (800) 381-7431 William Beeler Seal Beach CA 08-02-2021 0 49 169281 false INFORMATION TABLE 2 regal2q21.xml APPLE INC COM 037833100 1356 9898 SH SOLE 0 0 9898 BOEING CO COM 097023105 5434 22683 SH SOLE 0 0 22683 CARRIER GLOBAL CORPORATION COM 14448C104 321 6610 SH SOLE 0 0 6610 DISNEY WALT CO COM 254687106 351 2000 SH SOLE 0 0 2000 EDISON INTL COM 281020107 337 5832 SH SOLE 0 0 5832 EXELON CORP COM 30161N101 321 7255 SH SOLE 0 0 7255 FACEBOOK INC CL A 30303M102 412 1186 SH SOLE 0 0 1186 FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 218 4420 SH SOLE 0 0 4420 INTEL CORP COM 458140100 409 7290 SH SOLE 0 0 7290 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 450 2989 SH SOLE 0 0 2989 ISHARES INC MSCI EQUAL WEITE 464286681 370 4375 SH SOLE 0 0 4375 ISHARES TR TIPS BD ETF 464287176 6075 47461 SH SOLE 0 0 47461 ISHARES TR CORE S&P500 ETF 464287200 13887 32301 SH SOLE 0 0 32301 ISHARES TR CORE US AGGBD ET 464287226 11262 97648 SH SOLE 0 0 97648 ISHARES TR IBOXX INV CP ETF 464287242 1668 12413 SH SOLE 0 0 12413 ISHARES TR S&P 500 GRWT ETF 464287309 2369 32573 SH SOLE 0 0 32573 ISHARES TR S&P 500 VAL ETF 464287408 1773 12011 SH SOLE 0 0 12011 ISHARES TR RUS MDCP VAL ETF 464287473 6397 55632 SH SOLE 0 0 55632 ISHARES TR RUS MD CP GR ETF 464287481 5094 45004 SH SOLE 0 0 45004 ISHARES TR RUS 1000 VAL ETF 464287598 23141 145892 SH SOLE 0 0 145892 ISHARES TR RUS 1000 GRW ETF 464287614 22016 81095 SH SOLE 0 0 81095 ISHARES TR RUS 1000 ETF 464287622 2506 10354 SH SOLE 0 0 10354 ISHARES TR RUS 2000 VAL ETF 464287630 7527 45405 SH SOLE 0 0 45405 ISHARES TR RUS 2000 GRW ETF 464287648 6066 19462 SH SOLE 0 0 19462 ISHARES TR RUSSELL 2000 ETF 464287655 2240 9766 SH SOLE 0 0 9766 ISHARES TR CORE S&P SCP ETF 464287804 308 2726 SH SOLE 0 0 2726 ISHARES TR IBOXX HI YD ETF 464288513 563 6399 SH SOLE 0 0 6399 ISHARES TR ISHS 1-5YR INVS 464288646 6028 109984 SH SOLE 0 0 109984 ISHARES TR MSCI USA MIN VOL 46429B697 5040 68471 SH SOLE 0 0 68471 ISHARES TR MSCI USA MMENTM 46432F396 4714 27178 SH SOLE 0 0 27178 ISHARES TR 0-5YR HI YL CP 46434V407 8463 183740 SH SOLE 0 0 183740 MARRIOTT INTL INC NEW CL A 571903202 232 1700 SH SOLE 0 0 1700 MCDONALDS CORP COM 580135101 489 2117 SH SOLE 0 0 2117 MERCK & CO INC COM 58933Y105 427 5493 SH SOLE 0 0 5493 MICROSOFT CORP COM 594918104 2448 9036 SH SOLE 0 0 9036 OTIS WORLDWIDE CORP COM 68902V107 226 2763 SH SOLE 0 0 2763 PROCTER AND GAMBLE CO COM 742718109 297 2203 SH SOLE 0 0 2203 RAYTHEON TECHNOLOGIES CORP COM 75513E101 674 7898 SH SOLE 0 0 7898 ROCKWELL AUTOMATION INC COM 773903109 6962 24340 SH SOLE 0 0 24340 SPDR S&P 500 ETF TR TR UNIT 78462F103 401 937 SH SOLE 0 0 937 SKYWORKS SOLUTIONS INC COM 83088M102 2525 13170 SH SOLE 0 0 13170 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 124 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 371 546 SH SOLE 0 0 546 UNITEDHEALTH GROUP INC COM 91324P102 332 829 SH SOLE 0 0 829 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 432 4248 SH SOLE 0 0 4248 VANGUARD INDEX FDS MID CAP ETF 922908629 2336 9843 SH SOLE 0 0 9843 VANGUARD INDEX FDS SMALL CP ETF 922908751 1307 5801 SH SOLE 0 0 5801 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2263 10157 SH SOLE 0 0 10157 VERIZON COMMUNICATIONS INC COM 92343V104 319 5699 SH SOLE 0 0 5699