0001656537-24-000002.txt : 20240223 0001656537-24-000002.hdr.sgml : 20240223 20240223124513 ACCESSION NUMBER: 0001656537-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240223 DATE AS OF CHANGE: 20240223 EFFECTIVENESS DATE: 20240223 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Regal Wealth Group, Inc. CENTRAL INDEX KEY: 0001656537 ORGANIZATION NAME: 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: 24669009 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 12-31-2023 12-31-2023 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 02-23-2024 0 43 162113711 false INFORMATION TABLE 2 regal4q23.xml APPLE INC COM 037833100 1151992 6333 SH SOLE 0 0 6333 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 247666 681 SH SOLE 0 0 681 BOEING CO COM 097023105 5175578 21130 SH SOLE 0 0 21130 CARRIER GLOBAL CORPORATION COM 14448C104 280014 5047 SH SOLE 0 0 5047 CHEVRON CORP NEW COM 166764100 241893 1606 SH SOLE 0 0 1606 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5551732 196730 SH SOLE 0 0 196730 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 8226837 142852 SH SOLE 0 0 142852 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 3685509 87646 SH SOLE 0 0 87646 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 22121391 822968 SH SOLE 0 0 822968 EDISON INTL COM 281020107 365003 5049 SH SOLE 0 0 5049 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3033791 19540 SH SOLE 0 0 19540 ISHARES INC MSCI EQUAL WEITE 464286681 295353 3572 SH SOLE 0 0 3572 ISHARES TR MSCI USA MIN VOL 46429B697 4314411 55313 SH SOLE 0 0 55313 ISHARES TR MSCI USA MMENTM 46432F396 274913 1805 SH SOLE 0 0 1805 ISHARES TR CORE US AGGBD ET 464287226 5652935 57431 SH SOLE 0 0 57431 ISHARES TR RUS 2000 GRW ETF 464287648 748733 3084 SH SOLE 0 0 3084 ISHARES TR IBOXX INV CP ETF 464287242 9509700 87205 SH SOLE 0 0 87205 ISHARES TR CORE S&P SCP ETF 464287804 227334 2173 SH SOLE 0 0 2173 ISHARES TR S&P 500 VAL ETF 464287408 2088773 12047 SH SOLE 0 0 12047 ISHARES TR CORE S&P500 ETF 464287200 14588393 31068 SH SOLE 0 0 31068 ISHARES TR S&P 500 GRWT ETF 464287309 2245498 30815 SH SOLE 0 0 30815 ISHARES TR RUS 1000 ETF 464287622 2595401 10081 SH SOLE 0 0 10081 ISHARES TR RUS 1000 VAL ETF 464287598 4318307 26318 SH SOLE 0 0 26318 ISHARES TR RUS 1000 GRW ETF 464287614 28439748 96593 SH SOLE 0 0 96593 ISHARES TR RUSSELL 2000 ETF 464287655 1803145 9303 SH SOLE 0 0 9303 ISHARES TR RUS 2000 VAL ETF 464287630 678734 4509 SH SOLE 0 0 4509 MARRIOTT INTL INC NEW CL A 571903202 379845 1726 SH SOLE 0 0 1726 MERCK & CO INC COM 58933Y105 622725 5322 SH SOLE 0 0 5322 MICROSOFT CORP COM 594918104 690506 1877 SH SOLE 0 0 1877 PROCTER AND GAMBLE CO COM 742718109 313956 2112 SH SOLE 0 0 2112 ROCKWELL AUTOMATION INC COM 773903109 4599816 15098 SH SOLE 0 0 15098 RTX CORPORATION COM 75513E101 664133 7776 SH SOLE 0 0 7776 SKYWORKS SOLUTIONS INC COM 83088M102 1174491 11379 SH SOLE 0 0 11379 SPDR GOLD TR GOLD SHS 78463V107 231349 1222 SH SOLE 0 0 1222 SPDR S&P 500 ETF TR TR UNIT 78462F103 383419 821 SH SOLE 0 0 821 TESLA INC COM 88160R101 361892 1521 SH SOLE 0 0 1521 UNITEDHEALTH GROUP INC COM 91324P102 540354 991 SH SOLE 0 0 991 VANGUARD INDEX FDS MID CAP ETF 922908629 6236375 27389 SH SOLE 0 0 27389 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 237125 2731 SH SOLE 0 0 2731 VANGUARD INDEX FDS SMALL CP ETF 922908751 1199144 5809 SH SOLE 0 0 5809 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7095452 30483 SH SOLE 0 0 30483 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 331050 4596 SH SOLE 0 0 4596 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9189295 119233 SH SOLE 0 0 119233