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
S
SCHB

SCHWAB U.S. BROAD MARKET ETF

ETF
808524102
$372.28M
23 %

14,480,067

V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$246.97M
15 %

752,559

S
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
808524805
$151.35M
9 %

6,501,415

A
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
464287226
$135.94M
8 %

1,356,028

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$95.21M
6 %

1,588,961

V
VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

ETF
92206C870
$84.85M
5 %

1,008,775

S
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
808524706
$69.26M
4 %

2,075,427

U
USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

ETF
46435U853
$67.48M
4 %

1,786,170

V
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$53.28M
3 %

582,765

I
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$49.51M
3 %

416,686

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 102