0001656537-23-000002.txt : 20230130 0001656537-23-000002.hdr.sgml : 20230130 20230127215300 ACCESSION NUMBER: 0001656537-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230130 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: 23565057 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 X0202 13F-HR LIVE false false false 0001656537 XXXXXXXX 12-31-2022 12-31-2022 Regal Wealth Group, Inc.

12501 SEAL BEACH BOULEVARD SUITE 280 SEAL BEACH CA 90740

13F HOLDINGS REPORT 028-18113 000138374 801-65444 N William Beeler (800) 381-7431 William Beeler Seal Beach CA 01-27-2023 0 45 136187733 false INFORMATION TABLE 2 regal4q22.xml APPLE INC COM 037833100 820124 6312 SH SOLE 0 0 6312 BOEING CO COM 097023105 4249934 22311 SH SOLE 0 0 22311 CARRIER GLOBAL CORPORATION COM 14448C104 209614 5082 SH SOLE 0 0 5082 CHEVRON CORP NEW COM 166764100 287123 1600 SH SOLE 0 0 1600 CONSTELLATION ENERGY CORP COM 21037T109 223333 2591 SH SOLE 0 0 2591 EDISON INTL COM 281020107 373285 5867 SH SOLE 0 0 5867 EXELON CORP COM 30161N101 339258 7848 SH SOLE 0 0 7848 FORD MTR CO DEL COM 345370860 117119 10070 SH SOLE 0 0 10070 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 379730 2688 SH SOLE 0 0 2688 ISHARES INC MSCI EQUAL WEITE 464286681 264244 3623 SH SOLE 0 0 3623 ISHARES TR IBOXX HI YD ETF 464288513 280318 3807 SH SOLE 0 0 3807 ISHARES TR ISHS 1-5YR INVS 464288646 5154334 103459 SH SOLE 0 0 103459 ISHARES TR CORE US AGGBD ET 464287226 5898276 60813 SH SOLE 0 0 60813 ISHARES TR TIPS BD ETF 464287176 268834 2526 SH SOLE 0 0 2526 ISHARES TR IBOXX INV CP ETF 464287242 8670499 82239 SH SOLE 0 0 82239 ISHARES TR RUS 2000 GRW ETF 464287648 3766047 17556 SH SOLE 0 0 17556 ISHARES TR CORE S&P MCP ETF 464287507 5323635 22008 SH SOLE 0 0 22008 ISHARES TR CORE S&P SCP ETF 464287804 247662 2617 SH SOLE 0 0 2617 ISHARES TR S&P 500 VAL ETF 464287408 1772930 12221 SH SOLE 0 0 12221 ISHARES TR CORE S&P500 ETF 464287200 12588459 32765 SH SOLE 0 0 32765 ISHARES TR S&P 500 GRWT ETF 464287309 1832497 31325 SH SOLE 0 0 31325 ISHARES TR RUS 1000 ETF 464287622 2140558 10168 SH SOLE 0 0 10168 ISHARES TR RUS 1000 VAL ETF 464287598 24714495 162971 SH SOLE 0 0 162971 ISHARES TR RUS 1000 GRW ETF 464287614 21879940 102128 SH SOLE 0 0 102128 ISHARES TR RUSSELL 2000 ETF 464287655 1670264 9579 SH SOLE 0 0 9579 ISHARES TR RUS 2000 VAL ETF 464287630 3858869 27828 SH SOLE 0 0 27828 ISHARES TR MSCI USA MIN VOL 46429B697 4521093 62706 SH SOLE 0 0 62706 ISHARES TR MSCI USA MMENTM 46432F396 3241116 22210 SH SOLE 0 0 22210 ISHARES TR 0-5YR HI YL CP 46434V407 7035544 172060 SH SOLE 0 0 172060 MARRIOTT INTL INC NEW CL A 571903202 254386 1709 SH SOLE 0 0 1709 MERCK & CO INC COM 58933Y105 589973 5317 SH SOLE 0 0 5317 MICROSOFT CORP COM 594918104 349520 1457 SH SOLE 0 0 1457 PROCTER AND GAMBLE CO COM 742718109 320102 2112 SH SOLE 0 0 2112 RAYTHEON TECHNOLOGIES CORP COM 75513E101 801907 7946 SH SOLE 0 0 7946 ROCKWELL AUTOMATION INC COM 773903109 3884069 15080 SH SOLE 0 0 15080 SKYWORKS SOLUTIONS INC COM 83088M102 1055203 11579 SH SOLE 0 0 11579 SPDR GOLD TR GOLD SHS 78463V107 202381 1193 SH SOLE 0 0 1193 SPDR S&P 500 ETF TR TR UNIT 78462F103 366016 957 SH SOLE 0 0 957 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 110226 13377 SH SOLE 0 0 13377 UNITEDHEALTH GROUP INC COM 91324P102 523596 988 SH SOLE 0 0 988 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1910522 9993 SH SOLE 0 0 9993 VANGUARD INDEX FDS MID CAP ETF 922908629 1989593 9762 SH SOLE 0 0 9762 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 354768 4301 SH SOLE 0 0 4301 VANGUARD INDEX FDS SMALL CP ETF 922908751 1059432 5772 SH SOLE 0 0 5772 VERIZON COMMUNICATIONS INC COM 92343V104 286905 7282 SH SOLE 0 0 7282