REBALANCE, LLC
Q2 2025 13F Holdings
- Locationpalo alto, CA
- Num holdings
96
- Value ($000)
$1,471,803
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001811052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | $313.58M | 21 % | 13,159,188 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $226.28M | 15 % | 744,523 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $136.37M | 9 % | 6,170,411 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $128.86M | 9 % | 1,298,969 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $87.98M | 6 % | 1,543,270 | ||
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | $80.27M | 6 % | 968,044 | ||
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ETF | 46435U853 | $64.19M | 4 % | 1,711,264 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $60.17M | 4 % | 1,996,502 | ||
VNQ VANGUARD REAL ESTATE ETF | ETF | 922908553 | $50.66M | 3 % | 568,828 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $45.54M | 3 % | 416,712 |
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