0001656537-22-000005.txt : 20221109 0001656537-22-000005.hdr.sgml : 20221109 20221109162728 ACCESSION NUMBER: 0001656537-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221373080 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 09-30-2022 09-30-2022 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 11-09-2022 0 44 129562 false INFORMATION TABLE 2 regal3q22a.xml APPLE INC COM 037833100 805 5599 SH SOLE 0 0 5599 BOEING CO COM 097023105 3062 22129 SH SOLE 0 0 22129 CHEVRON CORP NEW COM 166764100 269 1600 SH SOLE 0 0 1600 CONSTELLATION ENERGY CORP COM 21037T109 222 2590 SH SOLE 0 0 2590 EDISON INTL COM 281020107 333 5867 SH SOLE 0 0 5867 EXELON CORP COM 30161N101 289 7845 SH SOLE 0 0 7845 FORD MTR CO DEL COM 345370860 122 10040 SH SOLE 0 0 10040 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 357 2714 SH SOLE 0 0 2714 ISHARES INC MSCI EQUAL WEITE 464286681 248 3613 SH SOLE 0 0 3613 ISHARES TR IBOXX HI YD ETF 464288513 273 3784 SH SOLE 0 0 3784 ISHARES TR ISHS 1-5YR INVS 464288646 5095 104520 SH SOLE 0 0 104520 ISHARES TR CORE US AGGBD ET 464287226 5766 61211 SH SOLE 0 0 61211 ISHARES TR TIPS BD ETF 464287176 278 2640 SH SOLE 0 0 2640 ISHARES TR IBOXX INV CP ETF 464287242 8237 82310 SH SOLE 0 0 82310 ISHARES TR RUS 2000 GRW ETF 464287648 3663 17344 SH SOLE 0 0 17344 ISHARES TR CORE S&P MCP ETF 464287507 4988 21770 SH SOLE 0 0 21770 ISHARES TR CORE S&P SCP ETF 464287804 233 2552 SH SOLE 0 0 2552 ISHARES TR S&P 500 VAL ETF 464287408 1575 11724 SH SOLE 0 0 11724 ISHARES TR CORE S&P500 ETF 464287200 12453 33648 SH SOLE 0 0 33648 ISHARES TR S&P 500 GRWT ETF 464287309 1804 30692 SH SOLE 0 0 30692 ISHARES TR RUS 1000 ETF 464287622 2065 10164 SH SOLE 0 0 10164 ISHARES TR RUS 1000 VAL ETF 464287598 22891 161760 SH SOLE 0 0 161760 ISHARES TR RUS 1000 GRW ETF 464287614 21581 100624 SH SOLE 0 0 100624 ISHARES TR RUSSELL 2000 ETF 464287655 1640 9578 SH SOLE 0 0 9578 ISHARES TR RUS 2000 VAL ETF 464287630 3726 27493 SH SOLE 0 0 27493 ISHARES TR MSCI USA MIN VOL 46429B697 4215 62563 SH SOLE 0 0 62563 ISHARES TR MSCI USA MMENTM 46432F396 3093 22310 SH SOLE 0 0 22310 ISHARES TR 0-5YR HI YL CP 46434V407 6968 173107 SH SOLE 0 0 173107 MARRIOTT INTL INC NEW CL A 571903202 256 1704 SH SOLE 0 0 1704 MERCK & CO INC COM 58933Y105 496 5317 SH SOLE 0 0 5317 MICROSOFT CORP COM 594918104 301 1273 SH SOLE 0 0 1273 PROCTER AND GAMBLE CO COM 742718109 274 2112 SH SOLE 0 0 2112 RAYTHEON TECHNOLOGIES CORP COM 75513E101 618 7053 SH SOLE 0 0 7053 ROCKWELL AUTOMATION INC COM 773903109 3870 16545 SH SOLE 0 0 16545 SKYWORKS SOLUTIONS INC COM 83088M102 944 11555 SH SOLE 0 0 11555 SPDR S&P 500 ETF TR TR UNIT 78462F103 351 953 SH SOLE 0 0 953 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 86 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 357 1609 SH SOLE 0 0 1609 UNITEDHEALTH GROUP INC COM 91324P102 438 842 SH SOLE 0 0 842 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1849 10001 SH SOLE 0 0 10001 VANGUARD INDEX FDS MID CAP ETF 922908629 1871 9762 SH SOLE 0 0 9762 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 333 4277 SH SOLE 0 0 4277 VANGUARD INDEX FDS SMALL CP ETF 922908751 1021 5770 SH SOLE 0 0 5770 VERIZON COMMUNICATIONS INC COM 92343V104 246 6737 SH SOLE 0 0 6737