RL

REBALANCE, LLC

13F
REBALANCE, LLC
Last update 2025-04-17 92 Stocks (7 new)
Value $1.36 Bil Turnover 3 %
Countries:
Top Holdings: SCHB(18.94%)VTI(13.33%)SCHF(9.49%)AGG(9.44%)VEA(6.57%)
Summary Stock Picks Current Portfolio
REBALANCE, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB 		Schwab U.S. Broad Market ETF
11,949,838
257,280.0
+4.17%
18.940
+0.76%
0.830
-10.50%
-6.95%
30,252.7
 
VTI 		Vanguard Total Stock Market ETF
658,888
181,088.8
+1.78%
13.330
+0.23%
0.040
-10.41%
-6.86%
480,530.4
 
SCHF 		Schwab International Equity ETF
6,518,235
128,930.7
+0.81%
9.490
+0.08%
0.300
+5.06%
+9.89%
44,234.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
1,296,424
128,242.3
+1.98%
9.440
+0.18%
0.100
+2.25%
+2.37%
123,129.7
 
VEA 		Vanguard FTSE Developed Markets ETF
1,754,098
89,160.8
+0.27%
6.570
+0.02%
0.060
+5.06%
+9.90%
152,475.0
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
952,195
77,851.5
+2.19%
5.730
+0.12%
0.150
+2.04%
+2.23%
51,020.7
 
VNQ 		Vanguard Real Estate Index Fund ETF
849,687
76,930.7
-3.94%
5.660
-0.23%
0.200
-2.93%
-1.15%
36,165.9
 
USHY 		iShares Broad USD High Yield Corporate Bond ETF
1,698,829
62,533.9
+2.96%
4.600
+0.13%
0.320
+0.03%
+1.39%
19,402.4
 
SCHE 		Schwab Emerging Markets Equity ETF
2,122,048
58,504.9
+0.39%
4.310
+0.02%
0.620
+1.62%
+3.34%
9,373.3
 
IJR 		iShares Core S&P Small-Cap ETF
380,840
39,824.4
+0.43%
2.930
+0.01%
0.050
-15.86%
-13.05%
74,288.0
 

REBALANCE, LLC's Historical Top Holdings Breakdowns

REBALANCE, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Add
+0.76%
●
21.23 ($22.75) 23.75
$21.06
-7.43%
Add 4.17%
11,949,838
478,833
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.23%
●
271.18 ($290.53) 303.12
$268.99
-7.41%
Add 1.78%
658,888
11,505
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Reduce
-0.23%
●
85.55 ($90.76) 94.34
$87.16
-3.97%
Reduce -3.94%
849,687
-34,820
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF2025-03-31Add
+0.22%
●
24.05 ($24.13) 24.21
$24.19
0.25%
Add 36.89%
446,708
120,386
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+0.18%
●
95.85 ($97.76) 99.25
$98.24
0.49%
Add 1.98%
1,296,424
25,155
IBDQ 		iShares iBonds Dec 2025 Term Corporate ETF2025-03-31Add
+0.18%
●
25.05 ($25.11) 25.16
$25.15
0.16%
Add 28.15%
429,323
94,318
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF2025-03-31Add
+0.16%
●
23.9 ($24.05) 24.18
$24.15
0.42%
Add 24.54%
446,501
87,992
USHY 		iShares Broad USD High Yield Corporate Bond ETF2025-03-31Add
+0.13%
●
36.63 ($37.08) 37.45
$36.67
-1.11%
Add 2.96%
1,698,829
48,792
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2025-03-31Add
+0.12%
●
79.17 ($80.9) 82.04
$81.14
0.30%
Add 2.19%
952,195
20,398
IBTH 		iShares iBonds Dec 2027 Term Treasury ETF2025-03-31New Buy
+0.12%
●
22.11 ($22.27) 22.43
$22.46
0.85%
New holding
71,140
71,140

REBALANCE, LLC Total Holding History ($B)

To

REBALANCE, LLC's Asset Allocation

To

REBALANCE, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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REBALANCE, LLC's Hypothetical Growth since 2025-03-31

REBALANCE, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

REBALANCE, LLC's Holdings Heat Map

Size field:

REBALANCE, LLC's Holdings Bubble Chart

REBALANCE, LLC News

  • 1

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