Institutions / Rebalance, LLC

Rebalance, LLC

CIK 1811052 · Institution · as of Dec 31, 2025
Portfolio value
$1.71B
Positions
106
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 106 →
CompanyClassValueShares% of portfolio
Schwab U.S. Broad Market ETF—$392.49M14,963,21122.9%
Vanguard Total Stock Market ETF—$250.23M746,35114.6%
Schwab International Equity ETF—$165.51M6,884,5739.7%
iShares Core U.S. Aggregate Bond ETF—$141.82M1,419,9408.3%
Vanguard Ftse Developed Markets ETF—$100.66M1,611,3055.9%
Vanguard Intermediate-Term Corporate Bond ETF—$87.74M1,047,6055.1%
Schwab Emerging Markets Equity ETF—$71.00M2,167,9374.1%
iShares Broad Usd High Yield Corporate Bond ETF—$62.84M1,680,4543.7%
iShares Core S&P Small Cap ETF—$50.97M424,1363.0%
Vanguard Real Estate ETF—$50.76M573,6163.0%
Vanguard Ftse Emerging Markets ETF—$35.54M661,1422.1%
Vanguard High Dividend Yield Index ETF—$27.50M191,5811.6%
iShares Ibonds Dec 2027 Term Corporate ETF—$18.75M772,3551.1%
iShares Ibonds Dec 2026 Term Corporate ETF—$18.72M772,7371.1%
iShares Ibonds Dec 2028 Term Corporate ETF—$18.69M734,0691.1%
Vanguard Total Bond Market ETF—$15.84M213,8770.9%
iShares Ibonds Dec 2029 Term Corporate ETF—$10.19M435,3970.6%
iShares Ibonds Dec 2030 Term Corporate ETF—$10.14M459,3880.6%
iShares Russell 3000 ETF—$9.55M24,6960.6%
iShares 5-10 Year Investment Grade Corporate Bond ETF—$8.90M165,1900.5%
iShares Russell 1000 Growth ETF—$8.88M18,7710.5%
Vanguard International High Dividend Yield ETF—$8.64M95,9500.5%
iShares Russell 1000 Value ETF—$7.26M34,5080.4%
iShares Iboxx $ High Yield Corporate Bond ETF—$7.20M89,2700.4%
iShares 0-3 Month Treasury Bond ETF—$6.76M67,3340.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.