0001656537-23-000004.txt : 20230711 0001656537-23-000004.hdr.sgml : 20230711 20230711160213 ACCESSION NUMBER: 0001656537-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230711 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230711 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: 231082187 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 06-30-2023 06-30-2023 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 07-11-2023 0 46 152440476 false INFORMATION TABLE 2 regal2q23.xml APPLE INC COM 037833100 1186065 6220 SH SOLE 0 0 6220 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 203517 597 SH SOLE 0 0 597 BOEING CO COM 097023105 4625898 21810 SH SOLE 0 0 21810 CARRIER GLOBAL CORPORATION COM 14448C104 248505 5038 SH SOLE 0 0 5038 CHEVRON CORP NEW COM 166764100 247585 1605 SH SOLE 0 0 1605 CONSTELLATION ENERGY CORP COM 21037T109 236676 2591 SH SOLE 0 0 2591 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 20402590 812528 SH SOLE 0 0 812528 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4905226 182690 SH SOLE 0 0 182690 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7330117 135317 SH SOLE 0 0 135317 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 3458120 83894 SH SOLE 0 0 83894 EDISON INTL COM 281020107 347684 5049 SH SOLE 0 0 5049 EXELON CORP COM 30161N101 321728 7855 SH SOLE 0 0 7855 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 364179 2452 SH SOLE 0 0 2452 ISHARES INC MSCI EQUAL WEITE 464286681 279042 3572 SH SOLE 0 0 3572 ISHARES TR CORE US AGGBD ET 464287226 5328397 55199 SH SOLE 0 0 55199 ISHARES TR IBOXX INV CP ETF 464287242 8852680 83880 SH SOLE 0 0 83880 ISHARES TR RUS 2000 GRW ETF 464287648 798598 3353 SH SOLE 0 0 3353 ISHARES TR CORE S&P MCP ETF 464287507 249618 961 SH SOLE 0 0 961 ISHARES TR CORE S&P SCP ETF 464287804 213882 2174 SH SOLE 0 0 2174 ISHARES TR S&P 500 VAL ETF 464287408 1919738 12013 SH SOLE 0 0 12013 ISHARES TR CORE S&P500 ETF 464287200 13679044 31032 SH SOLE 0 0 31032 ISHARES TR S&P 500 GRWT ETF 464287309 2159113 31031 SH SOLE 0 0 31031 ISHARES TR RUS 1000 ETF 464287622 2442414 10126 SH SOLE 0 0 10126 ISHARES TR RUS 1000 VAL ETF 464287598 4501227 28828 SH SOLE 0 0 28828 ISHARES TR RUS 1000 GRW ETF 464287614 27841025 102266 SH SOLE 0 0 102266 ISHARES TR RUSSELL 2000 ETF 464287655 1720134 9313 SH SOLE 0 0 9313 ISHARES TR RUS 2000 VAL ETF 464287630 694106 4965 SH SOLE 0 0 4965 ISHARES TR MSCI USA MIN VOL 46429B697 4993572 68116 SH SOLE 0 0 68116 ISHARES TR MSCI USA MMENTM 46432F396 343840 2432 SH SOLE 0 0 2432 MARRIOTT INTL INC NEW CL A 571903202 318927 1718 SH SOLE 0 0 1718 MERCK & CO INC COM 58933Y105 579904 5320 SH SOLE 0 0 5320 MICROSOFT CORP COM 594918104 447247 1326 SH SOLE 0 0 1326 PROCTER AND GAMBLE CO COM 742718109 314272 2112 SH SOLE 0 0 2112 RAYTHEON TECHNOLOGIES CORP COM 75513E101 768554 7889 SH SOLE 0 0 7889 ROCKWELL AUTOMATION INC COM 773903109 4905497 15076 SH SOLE 0 0 15076 SKYWORKS SOLUTIONS INC COM 83088M102 1259549 11626 SH SOLE 0 0 11626 SPDR GOLD TR GOLD SHS 78463V107 213118 1193 SH SOLE 0 0 1193 SPDR S&P 500 ETF TR TR UNIT 78462F103 366341 835 SH SOLE 0 0 835 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 105812 13377 SH SOLE 0 0 13377 TESLA INC COM 88160R101 440186 1604 SH SOLE 0 0 1604 UNITEDHEALTH GROUP INC COM 91324P102 457226 991 SH SOLE 0 0 991 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6498320 29803 SH SOLE 0 0 29803 VANGUARD INDEX FDS MID CAP ETF 922908629 5720253 26138 SH SOLE 0 0 26138 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 304494 3637 SH SOLE 0 0 3637 VANGUARD INDEX FDS SMALL CP ETF 922908751 1146789 5819 SH SOLE 0 0 5819 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8699667 115795 SH SOLE 0 0 115795