0001656537-22-000001.txt : 20220120 0001656537-22-000001.hdr.sgml : 20220120 20220120154151 ACCESSION NUMBER: 0001656537-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220120 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220120 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: 22542203 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 12-31-2021 12-31-2021 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 01-20-2022 0 51 177456 false INFORMATION TABLE 2 regal4q21.xml APPLE INC COM 037833100 1652 9306 SH SOLE 0 0 9306 BOEING CO COM 097023105 4602 22857 SH SOLE 0 0 22857 CARRIER GLOBAL CORPORATION COM 14448C104 284 5240 SH SOLE 0 0 5240 DISNEY WALT CO COM 254687106 235 1515 SH SOLE 0 0 1515 EDISON INTL COM 281020107 399 5850 SH SOLE 0 0 5850 EXELON CORP COM 30161N101 425 7356 SH SOLE 0 0 7356 META PLATFORMS INC CL A 30303M102 399 1186 SH SOLE 0 0 1186 FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 249 4443 SH SOLE 0 0 4443 INTEL CORP COM 458140100 403 7821 SH SOLE 0 0 7821 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 473 2904 SH SOLE 0 0 2904 ISHARES INC MSCI EQUAL WEITE 464286681 394 4400 SH SOLE 0 0 4400 ISHARES TR TIPS BD ETF 464287176 6336 49043 SH SOLE 0 0 49043 ISHARES TR CORE S&P500 ETF 464287200 15879 33290 SH SOLE 0 0 33290 ISHARES TR CORE US AGGBD ET 464287226 11490 100719 SH SOLE 0 0 100719 ISHARES TR IBOXX INV CP ETF 464287242 1476 11135 SH SOLE 0 0 11135 ISHARES TR S&P 500 GRWT ETF 464287309 2684 32084 SH SOLE 0 0 32084 ISHARES TR S&P 500 VAL ETF 464287408 1890 12064 SH SOLE 0 0 12064 ISHARES TR RUS MDCP VAL ETF 464287473 503 4110 SH SOLE 0 0 4110 ISHARES TR RUS MD CP GR ETF 464287481 380 3300 SH SOLE 0 0 3300 ISHARES TR CORE S&P MCP ETF 464287507 7272 25690 SH SOLE 0 0 25690 ISHARES TR RUS 1000 VAL ETF 464287598 27087 161300 SH SOLE 0 0 161300 ISHARES TR RUS 1000 GRW ETF 464287614 29064 95108 SH SOLE 0 0 95108 ISHARES TR RUS 1000 ETF 464287622 2704 10224 SH SOLE 0 0 10224 ISHARES TR RUS 2000 VAL ETF 464287630 5039 30344 SH SOLE 0 0 30344 ISHARES TR RUS 2000 GRW ETF 464287648 4922 16797 SH SOLE 0 0 16797 ISHARES TR RUSSELL 2000 ETF 464287655 2144 9638 SH SOLE 0 0 9638 ISHARES TR CORE S&P SCP ETF 464287804 314 2743 SH SOLE 0 0 2743 ISHARES TR IBOXX HI YD ETF 464288513 484 5562 SH SOLE 0 0 5562 ISHARES TR ISHS 1-5YR INVS 464288646 6300 116927 SH SOLE 0 0 116927 ISHARES TR MSCI USA MIN VOL 46429B697 5053 62465 SH SOLE 0 0 62465 ISHARES TR MSCI USA MMENTM 46432F396 3993 21963 SH SOLE 0 0 21963 ISHARES TR 0-5YR HI YL CP 46434V407 8755 193269 SH SOLE 0 0 193269 MARRIOTT INTL INC NEW CL A 571903202 281 1700 SH SOLE 0 0 1700 MCDONALDS CORP COM 580135101 568 2117 SH SOLE 0 0 2117 MERCK & CO INC COM 58933Y105 421 5495 SH SOLE 0 0 5495 MICROSOFT CORP COM 594918104 3067 9119 SH SOLE 0 0 9119 OTIS WORLDWIDE CORP COM 68902V107 204 2346 SH SOLE 0 0 2346 PROCTER AND GAMBLE CO COM 742718109 360 2203 SH SOLE 0 0 2203 RAYTHEON TECHNOLOGIES CORP COM 75513E101 620 7201 SH SOLE 0 0 7201 ROCKWELL AUTOMATION INC COM 773903109 7906 22663 SH SOLE 0 0 22663 SPDR S&P 500 ETF TR TR UNIT 78462F103 448 943 SH SOLE 0 0 943 SPDR GOLD TR GOLD SHS 78463V107 204 1195 SH SOLE 0 0 1195 SKYWORKS SOLUTIONS INC COM 83088M102 1933 12457 SH SOLE 0 0 12457 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 107 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 571 540 SH SOLE 0 0 540 UNITEDHEALTH GROUP INC COM 91324P102 419 835 SH SOLE 0 0 835 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 497 4285 SH SOLE 0 0 4285 VANGUARD INDEX FDS MID CAP ETF 922908629 2508 9843 SH SOLE 0 0 9843 VANGUARD INDEX FDS SMALL CP ETF 922908751 1311 5801 SH SOLE 0 0 5801 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2452 10157 SH SOLE 0 0 10157 VERIZON COMMUNICATIONS INC COM 92343V104 295 5686 SH SOLE 0 0 5686