REBALANCE, LLC

Q1 2025 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    92

  • Value ($000)

    $1,358,094

  • Date Filed
    04/17/2025
  • Form type
    13F-HR
  • CIK
    0001811052
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB U.S. BROAD MARKET ETF

ETF
808524102
$257.28M
19 %

11,949,838

VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$181.09M
13 %

658,888

SCHF
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
808524805
$128.93M
10 %

6,518,235

AGG
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
464287226
$128.24M
9 %

1,296,424

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$89.16M
7 %

1,754,098

VCIT
VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

ETF
92206C870
$77.85M
6 %

952,195

VNQ
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$76.93M
6 %

849,687

USHY
USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

ETF
46435U853
$62.53M
5 %

1,698,829

SCHE
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
808524706
$58.50M
4 %

2,122,048

IJR
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$39.82M
3 %

380,840

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