REBALANCE, LLC: 13F holdings

CIK 18110522026Q2

Positions103
Reported value$1.9bn
Filed2026-07-16

Change since last quarter

Positions103 (+2 vs prior quarter)
Reported value$1.9bn (+10.8%)

Top 10 holdings

SecuritySharesValueWeight
SCHB SCHWAB U.S. BROAD MARKET ETF14,738,453$426.8m22.4%
VTI VANGUARD TOTAL STOCK MARKET ETF703,210$260.2m13.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF7,208,057$199.7m10.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF1,629,077$161.2m8.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF1,661,823$118.4m6.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF1,193,980$98.7m5.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF2,298,258$83.3m4.4%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF1,907,564$70.6m3.7%
IJR ISHARES CORE S&P SMALL CAP ETF409,017$60.7m3.2%
VNQ VANGUARD REAL ESTATE ETF613,696$59.2m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1811052")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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