REBALANCE, LLC

Q3 2025 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    102

  • Value ($000)

    $1,657,738

  • Date Filed
    10/16/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB U.S. BROAD MARKET ETF

ETF
808524102
$372.28M
23 %

14,480,067

VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$246.97M
15 %

752,559

SCHF
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
808524805
$151.35M
9 %

6,501,415

AGG
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
464287226
$135.94M
8 %

1,356,028

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$95.21M
6 %

1,588,961

VCIT
VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

ETF
92206C870
$84.85M
5 %

1,008,775

SCHE
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
808524706
$69.26M
4 %

2,075,427

USHY
USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

ETF
46435U853
$67.48M
4 %

1,786,170

VNQ
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$53.28M
3 %

582,765

IJR
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$49.51M
3 %

416,686

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