Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
REBALANCE, LLC (CIK 1811052) reported $1.91B across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($426.8M, 22.37%), VTI ($260.2M, 13.64%), SCHF ($199.7M, 10.46%), AGG ($161.2M, 8.45%), VEA ($118.4M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $426.8M | 22.37% | 14.7M | Trimmed |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $260.2M | 13.64% | 703,210 | Trimmed |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $199.7M | 10.46% | 7.2M | Added |
| 4 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $161.2M | 8.45% | 1.6M | Added |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $118.4M | 6.21% | 1.7M | Added |
| 6 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $98.7M | 5.17% | 1.2M | Added |
| 7 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $83.3M | 4.37% | 2.3M | Added |
| 8 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $70.6M | 3.70% | 1.9M | Added |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $60.7M | 3.18% | 409,017 | Trimmed |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | $59.2M | 3.10% | 613,696 | Added |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $41.7M | 2.19% | 699,190 | Added |
| 12 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $29.6M | 1.55% | 187,487 | Trimmed |
| 13 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $20.2M | 1.06% | 200,771 | Trimmed |
| 14 | BND | VANGUARD TOTAL BOND MARKET ETF | $18.2M | 0.96% | 248,432 | Added |
| 15 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $17.3M | 0.91% | 714,290 | Trimmed |
| 16 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $17.2M | 0.90% | 682,885 | Trimmed |
| 17 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $17.3M | 0.90% | 711,980 | Trimmed |
| 18 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $11.1M | 0.58% | 113,432 | Added |
| 19 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $10.6M | 0.56% | 458,533 | Added |
| 20 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.6M | 0.55% | 483,987 | Added |
| 21 | IWV | ISHARES RUSSELL 3000 ETF | $10.3M | 0.54% | 24,185 | Trimmed |
| 22 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $10.1M | 0.53% | 189,127 | Added |
| 23 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $9.1M | 0.48% | 73,190 | Added |
| 24 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.4M | 0.44% | 34,593 | Trimmed |
| 25 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $7.5M | 0.39% | 93,502 | Added |
Source: SEC Form 13F filings · as of 2026-06-30