0001656537-21-000006.txt : 20211014 0001656537-21-000006.hdr.sgml : 20211014 20211014122013 ACCESSION NUMBER: 0001656537-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211014 DATE AS OF CHANGE: 20211014 EFFECTIVENESS DATE: 20211014 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: 211322918 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 09-30-2021 09-30-2021 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 10-13-2021 0 49 166508 false INFORMATION TABLE 2 regal3q21.xml APPLE INC COM 037833100 1401 9902 SH SOLE 0 0 9902 BOEING CO COM 097023105 4980 22642 SH SOLE 0 0 22642 CARRIER GLOBAL CORPORATION COM 14448C104 303 5854 SH SOLE 0 0 5854 DISNEY WALT CO COM 254687106 338 2000 SH SOLE 0 0 2000 EDISON INTL COM 281020107 324 5841 SH SOLE 0 0 5841 EXELON CORP COM 30161N101 353 7307 SH SOLE 0 0 7307 FACEBOOK INC CL A 30303M102 403 1186 SH SOLE 0 0 1186 FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 221 4433 SH SOLE 0 0 4433 INTEL CORP COM 458140100 416 7814 SH SOLE 0 0 7814 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 434 2900 SH SOLE 0 0 2900 ISHARES INC MSCI EQUAL WEITE 464286681 367 4388 SH SOLE 0 0 4388 ISHARES TR TIPS BD ETF 464287176 6132 48020 SH SOLE 0 0 48020 ISHARES TR CORE S&P500 ETF 464287200 13924 32321 SH SOLE 0 0 32321 ISHARES TR CORE US AGGBD ET 464287226 11258 98042 SH SOLE 0 0 98042 ISHARES TR IBOXX INV CP ETF 464287242 1583 11902 SH SOLE 0 0 11902 ISHARES TR S&P 500 GRWT ETF 464287309 2378 32175 SH SOLE 0 0 32175 ISHARES TR S&P 500 VAL ETF 464287408 1754 12062 SH SOLE 0 0 12062 ISHARES TR RUS MDCP VAL ETF 464287473 6295 55588 SH SOLE 0 0 55588 ISHARES TR RUS MD CP GR ETF 464287481 5011 44712 SH SOLE 0 0 44712 ISHARES TR RUS 1000 VAL ETF 464287598 22658 144770 SH SOLE 0 0 144770 ISHARES TR RUS 1000 GRW ETF 464287614 21743 79342 SH SOLE 0 0 79342 ISHARES TR RUS 1000 ETF 464287622 2495 10324 SH SOLE 0 0 10324 ISHARES TR RUS 2000 VAL ETF 464287630 7293 45516 SH SOLE 0 0 45516 ISHARES TR RUS 2000 GRW ETF 464287648 5703 19423 SH SOLE 0 0 19423 ISHARES TR RUSSELL 2000 ETF 464287655 2137 9767 SH SOLE 0 0 9767 ISHARES TR CORE S&P SCP ETF 464287804 298 2733 SH SOLE 0 0 2733 ISHARES TR IBOXX HI YD ETF 464288513 548 6259 SH SOLE 0 0 6259 ISHARES TR ISHS 1-5YR INVS 464288646 6057 110855 SH SOLE 0 0 110855 ISHARES TR MSCI USA MIN VOL 46429B697 4963 67519 SH SOLE 0 0 67519 ISHARES TR MSCI USA MMENTM 46432F396 4716 26859 SH SOLE 0 0 26859 ISHARES TR 0-5YR HI YL CP 46434V407 8483 185617 SH SOLE 0 0 185617 MARRIOTT INTL INC NEW CL A 571903202 252 1700 SH SOLE 0 0 1700 MCDONALDS CORP COM 580135101 510 2117 SH SOLE 0 0 2117 MERCK & CO INC COM 58933Y105 413 5494 SH SOLE 0 0 5494 MICROSOFT CORP COM 594918104 2543 9019 SH SOLE 0 0 9019 PROCTER AND GAMBLE CO COM 742718109 308 2203 SH SOLE 0 0 2203 RAYTHEON TECHNOLOGIES CORP COM 75513E101 617 7176 SH SOLE 0 0 7176 ROCKWELL AUTOMATION INC COM 773903109 6657 22639 SH SOLE 0 0 22639 SPDR S&P 500 ETF TR TR UNIT 78462F103 403 940 SH SOLE 0 0 940 SPDR GOLD TR GOLD SHS 78463V107 213 1295 SH SOLE 0 0 1295 SKYWORKS SOLUTIONS INC COM 83088M102 2174 13192 SH SOLE 0 0 13192 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 103 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 423 546 SH SOLE 0 0 546 UNITEDHEALTH GROUP INC COM 91324P102 325 832 SH SOLE 0 0 832 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 434 4265 SH SOLE 0 0 4265 VANGUARD INDEX FDS MID CAP ETF 922908629 2330 9843 SH SOLE 0 0 9843 VANGUARD INDEX FDS SMALL CP ETF 922908751 1269 5801 SH SOLE 0 0 5801 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2255 10157 SH SOLE 0 0 10157 VERIZON COMMUNICATIONS INC COM 92343V104 310 5739 SH SOLE 0 0 5739