0001656537-22-000004.txt : 20220725 0001656537-22-000004.hdr.sgml : 20220725 20220725171804 ACCESSION NUMBER: 0001656537-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 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: 221104296 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 06-30-2022 06-30-2022 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 07-25-2022 0 48 138543 false INFORMATION TABLE 2 regal2q22.xml APPLE INC COM 037833100 760 5562 SH SOLE 0 0 5562 BOEING CO COM 097023105 3258 23833 SH SOLE 0 0 23833 CHEVRON CORP NEW COM 166764100 232 1600 SH SOLE 0 0 1600 EDISON INTL COM 281020107 371 5867 SH SOLE 0 0 5867 EXELON CORP COM 30161N101 338 7458 SH SOLE 0 0 7458 FORD MTR CO DEL COM 345370860 111 10014 SH SOLE 0 0 10014 INTEL CORP COM 458140100 294 7862 SH SOLE 0 0 7862 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 363 2706 SH SOLE 0 0 2706 ISHARES INC MSCI EQUAL WEITE 464286681 293 4154 SH SOLE 0 0 4154 ISHARES TR IBOXX HI YD ETF 464288513 383 5198 SH SOLE 0 0 5198 ISHARES TR ISHS 1-5YR INVS 464288646 5532 109440 SH SOLE 0 0 109440 ISHARES TR MSCI USA MIN VOL 46429B697 4292 61124 SH SOLE 0 0 61124 ISHARES TR MSCI USA MMENTM 46432F396 2960 21702 SH SOLE 0 0 21702 ISHARES TR 0-5YR HI YL CP 46434V407 7328 180706 SH SOLE 0 0 180706 ISHARES TR CORE US AGGBD ET 464287226 9559 94008 SH SOLE 0 0 94008 ISHARES TR TIPS BD ETF 464287176 4455 39113 SH SOLE 0 0 39113 ISHARES TR IBOXX INV CP ETF 464287242 1224 11121 SH SOLE 0 0 11121 ISHARES TR RUS 2000 GRW ETF 464287648 3506 16993 SH SOLE 0 0 16993 ISHARES TR RUS MD CP GR ETF 464287481 246 3106 SH SOLE 0 0 3106 ISHARES TR RUS MDCP VAL ETF 464287473 391 3852 SH SOLE 0 0 3852 ISHARES TR CORE S&P MCP ETF 464287507 5828 25761 SH SOLE 0 0 25761 ISHARES TR CORE S&P SCP ETF 464287804 247 2671 SH SOLE 0 0 2671 ISHARES TR S&P 500 VAL ETF 464287408 1626 11828 SH SOLE 0 0 11828 ISHARES TR CORE S&P500 ETF 464287200 13523 35667 SH SOLE 0 0 35667 ISHARES TR S&P 500 GRWT ETF 464287309 1900 31475 SH SOLE 0 0 31475 ISHARES TR RUS 1000 ETF 464287622 2111 10160 SH SOLE 0 0 10160 ISHARES TR RUS 1000 VAL ETF 464287598 23395 161380 SH SOLE 0 0 161380 ISHARES TR RUS 1000 GRW ETF 464287614 21053 96263 SH SOLE 0 0 96263 ISHARES TR RUSSELL 2000 ETF 464287655 1622 9576 SH SOLE 0 0 9576 ISHARES TR RUS 2000 VAL ETF 464287630 4149 30473 SH SOLE 0 0 30473 MARRIOTT INTL INC NEW CL A 571903202 231 1700 SH SOLE 0 0 1700 MCDONALDS CORP COM 580135101 509 2061 SH SOLE 0 0 2061 MERCK & CO INC COM 58933Y105 480 5266 SH SOLE 0 0 5266 MICROSOFT CORP COM 594918104 2399 9340 SH SOLE 0 0 9340 PROCTER AND GAMBLE CO COM 742718109 304 2112 SH SOLE 0 0 2112 RAYTHEON TECHNOLOGIES CORP COM 75513E101 696 7240 SH SOLE 0 0 7240 ROCKWELL AUTOMATION INC COM 773903109 4479 22474 SH SOLE 0 0 22474 SKYWORKS SOLUTIONS INC COM 83088M102 1163 12552 SH SOLE 0 0 12552 SPDR GOLD TR GOLD SHS 78463V107 201 1195 SH SOLE 0 0 1195 SPDR S&P 500 ETF TR TR UNIT 78462F103 358 949 SH SOLE 0 0 949 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 92 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 360 535 SH SOLE 0 0 535 UNITEDHEALTH GROUP INC COM 91324P102 431 840 SH SOLE 0 0 840 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1886 10001 SH SOLE 0 0 10001 VANGUARD INDEX FDS MID CAP ETF 922908629 1923 9762 SH SOLE 0 0 9762 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 393 4310 SH SOLE 0 0 4310 VANGUARD INDEX FDS SMALL CP ETF 922908751 1015 5766 SH SOLE 0 0 5766 VERIZON COMMUNICATIONS INC COM 92343V104 273 5374 SH SOLE 0 0 5374