0001656537-22-000003.txt : 20220415 0001656537-22-000003.hdr.sgml : 20220415 20220415170725 ACCESSION NUMBER: 0001656537-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220415 DATE AS OF CHANGE: 20220415 EFFECTIVENESS DATE: 20220415 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: 22830563 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 03-31-2022 03-31-2022 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 04-15-2022 0 51 160346 false INFORMATION TABLE 2 regal1q22.xml APPLE INC COM 037833100 888 5357 SH SOLE 0 0 5357 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 209 595 SH SOLE 0 0 595 BOEING CO COM 097023105 4167 23805 SH SOLE 0 0 23805 CARRIER GLOBAL CORPORATION COM 14448C104 223 5251 SH SOLE 0 0 5251 CHEVRON CORP NEW COM 166764100 265 1600 SH SOLE 0 0 1600 EDISON INTL COM 281020107 415 5859 SH SOLE 0 0 5859 EXELON CORP COM 30161N101 357 7410 SH SOLE 0 0 7410 FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 227 4455 SH SOLE 0 0 4455 FORD MTR CO DEL COM 345370860 154 10095 SH SOLE 0 0 10095 INTEL CORP COM 458140100 366 7854 SH SOLE 0 0 7854 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 439 2824 SH SOLE 0 0 2824 ISHARES INC MSCI EQUAL WEITE 464286681 367 4412 SH SOLE 0 0 4412 ISHARES TR MSCI USA MIN VOL 46429B697 4879 62434 SH SOLE 0 0 62434 ISHARES TR MSCI USA MMENTM 46432F396 3513 21847 SH SOLE 0 0 21847 ISHARES TR 0-5YR HI YL CP 46434V407 8057 187064 SH SOLE 0 0 187064 ISHARES TR IBOXX HI YD ETF 464288513 415 5204 SH SOLE 0 0 5204 ISHARES TR ISHS 1-5YR INVS 464288646 5801 113227 SH SOLE 0 0 113227 ISHARES TR CORE US AGGBD ET 464287226 10131 97155 SH SOLE 0 0 97155 ISHARES TR TIPS BD ETF 464287176 5638 46434 SH SOLE 0 0 46434 ISHARES TR IBOXX INV CP ETF 464287242 1236 10647 SH SOLE 0 0 10647 ISHARES TR RUS MD CP GR ETF 464287481 299 3102 SH SOLE 0 0 3102 ISHARES TR RUS MDCP VAL ETF 464287473 458 3875 SH SOLE 0 0 3875 ISHARES TR RUS 2000 GRW ETF 464287648 4099 16813 SH SOLE 0 0 16813 ISHARES TR CORE S&P MCP ETF 464287507 6734 25938 SH SOLE 0 0 25938 ISHARES TR CORE S&P SCP ETF 464287804 283 2732 SH SOLE 0 0 2732 ISHARES TR S&P 500 VAL ETF 464287408 1873 12044 SH SOLE 0 0 12044 ISHARES TR CORE S&P500 ETF 464287200 14547 32932 SH SOLE 0 0 32932 ISHARES TR S&P 500 GRWT ETF 464287309 2320 31984 SH SOLE 0 0 31984 ISHARES TR RUS 1000 ETF 464287622 2473 10160 SH SOLE 0 0 10160 ISHARES TR RUS 1000 VAL ETF 464287598 26919 162761 SH SOLE 0 0 162761 ISHARES TR RUS 1000 GRW ETF 464287614 25384 96336 SH SOLE 0 0 96336 ISHARES TR RUSSELL 2000 ETF 464287655 1882 9575 SH SOLE 0 0 9575 ISHARES TR RUS 2000 VAL ETF 464287630 4708 30355 SH SOLE 0 0 30355 MARRIOTT INTL INC NEW CL A 571903202 276 1700 SH SOLE 0 0 1700 MCDONALDS CORP COM 580135101 516 2061 SH SOLE 0 0 2061 MERCK & CO. INC COM 58933Y105 458 5282 SH SOLE 0 0 5282 MICROSOFT CORP COM 594918104 2630 9219 SH SOLE 0 0 9219 PROCTER AND GAMBLE CO COM 742718109 337 2112 SH SOLE 0 0 2112 RAYTHEON TECHNOLOGIES CORP COM 75513E101 737 7219 SH SOLE 0 0 7219 ROCKWELL AUTOMATION INC COM 773903109 5997 22538 SH SOLE 0 0 22538 SKYWORKS SOLUTIONS INC COM 83088M102 1516 12538 SH SOLE 0 0 12538 SPDR GOLD TR GOLD SHS 78463V107 218 1195 SH SOLE 0 0 1195 SPDR S&P 500 ETF TR TR UNIT 78462F103 416 946 SH SOLE 0 0 946 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 118 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 527 540 SH SOLE 0 0 540 UNITEDHEALTH GROUP INC COM 91324P102 450 837 SH SOLE 0 0 837 VANGUARD INDEX FDS MID CAP ETF 922908629 2273 9762 SH SOLE 0 0 9762 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 467 4297 SH SOLE 0 0 4297 VANGUARD INDEX FDS SMALL CP ETF 922908751 1183 5754 SH SOLE 0 0 5754 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2214 10010 SH SOLE 0 0 10010 VERIZON COMMUNICATIONS INC COM 92343V104 287 5326 SH SOLE 0 0 5326