0001656537-23-000003.txt : 20230424 0001656537-23-000003.hdr.sgml : 20230424 20230421182337 ACCESSION NUMBER: 0001656537-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230424 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: 23837541 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 03-31-2023 03-31-2023 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 04-21-2023 0 47 140747204 false INFORMATION TABLE 2 regal1q23.xml APPLE INC COM 037833100 1034639 6172 SH SOLE 0 0 6172 BOEING CO COM 097023105 4540691 21756 SH SOLE 0 0 21756 CARRIER GLOBAL CORPORATION COM 14448C104 225869 5022 SH SOLE 0 0 5022 CHEVRON CORP NEW COM 166764100 273982 1605 SH SOLE 0 0 1605 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1249480 45271 SH SOLE 0 0 45271 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1743053 33201 SH SOLE 0 0 33201 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 993602 23573 SH SOLE 0 0 23573 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 5021666 200947 SH SOLE 0 0 200947 EDISON INTL COM 281020107 367266 5049 SH SOLE 0 0 5049 EXELON CORP COM 30161N101 337914 7851 SH SOLE 0 0 7851 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 390932 2684 SH SOLE 0 0 2684 ISHARES INC MSCI EQUAL WEITE 464286681 275300 3633 SH SOLE 0 0 3633 ISHARES TR ISHS 1-5YR INVS 464288646 3680457 73083 SH SOLE 0 0 73083 ISHARES TR CORE US AGGBD ET 464287226 5612279 56753 SH SOLE 0 0 56753 ISHARES TR IBOXX INV CP ETF 464287242 8613274 79370 SH SOLE 0 0 79370 ISHARES TR RUS 2000 GRW ETF 464287648 3056026 13423 SH SOLE 0 0 13423 ISHARES TR CORE S&P MCP ETF 464287507 3956918 15825 SH SOLE 0 0 15825 ISHARES TR CORE S&P SCP ETF 464287804 247390 2587 SH SOLE 0 0 2587 ISHARES TR S&P 500 VAL ETF 464287408 1859694 12097 SH SOLE 0 0 12097 ISHARES TR CORE S&P500 ETF 464287200 13519154 32499 SH SOLE 0 0 32499 ISHARES TR S&P 500 GRWT ETF 464287309 2017261 31241 SH SOLE 0 0 31241 ISHARES TR RUS 1000 ETF 464287622 2303968 10130 SH SOLE 0 0 10130 ISHARES TR RUS 1000 VAL ETF 464287598 19236477 124026 SH SOLE 0 0 124026 ISHARES TR RUS 1000 GRW ETF 464287614 24377207 99434 SH SOLE 0 0 99434 ISHARES TR RUSSELL 2000 ETF 464287655 1701361 9545 SH SOLE 0 0 9545 ISHARES TR RUS 2000 VAL ETF 464287630 2883504 21154 SH SOLE 0 0 21154 ISHARES TR MSCI USA MIN VOL 46429B697 4494325 61006 SH SOLE 0 0 61006 ISHARES TR MSCI USA MMENTM 46432F396 2311887 16175 SH SOLE 0 0 16175 ISHARES TR 0-5YR HI YL CP 46434V407 5018360 121451 SH SOLE 0 0 121451 MARRIOTT INTL INC NEW CL A 571903202 297527 1713 SH SOLE 0 0 1713 MERCK & CO INC COM 58933Y105 607197 5320 SH SOLE 0 0 5320 MICROSOFT CORP COM 594918104 382304 1325 SH SOLE 0 0 1325 PROCTER AND GAMBLE CO COM 742718109 319426 2112 SH SOLE 0 0 2112 RAYTHEON TECHNOLOGIES CORP COM 75513E101 820748 7885 SH SOLE 0 0 7885 ROCKWELL AUTOMATION INC COM 773903109 4125087 15038 SH SOLE 0 0 15038 SKYWORKS SOLUTIONS INC COM 83088M102 1268483 11610 SH SOLE 0 0 11610 SPDR GOLD TR GOLD SHS 78463V107 221134 1193 SH SOLE 0 0 1193 SPDR S&P 500 ETF TR TR UNIT 78462F103 398105 961 SH SOLE 0 0 961 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 115310 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 289666 1604 SH SOLE 0 0 1604 UNITEDHEALTH GROUP INC COM 91324P102 481544 990 SH SOLE 0 0 990 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3091218 14999 SH SOLE 0 0 14999 VANGUARD INDEX FDS MID CAP ETF 922908629 2916833 13799 SH SOLE 0 0 13799 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 334922 4026 SH SOLE 0 0 4026 VANGUARD INDEX FDS SMALL CP ETF 922908751 1103509 5820 SH SOLE 0 0 5820 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2407033 31684 SH SOLE 0 0 31684 VERIZON COMMUNICATIONS INC COM 92343V104 223222 5783 SH SOLE 0 0 5783