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 $1.72B across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($378.6M, 21.98%), VTI ($237.6M, 13.79%), SCHF ($170.9M, 9.92%), AGG ($145.0M, 8.42%), VEA ($101.9M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $378.6M | 21.98% | 15.1M | Added |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $237.6M | 13.79% | 740,556 | Trimmed |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $170.9M | 9.92% | 6.9M | Added |
| 4 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $145.0M | 8.42% | 1.5M | Added |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $101.9M | 5.92% | 1.6M | Trimmed |
| 6 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $89.1M | 5.17% | 1.1M | Added |
| 7 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $72.0M | 4.18% | 2.2M | Added |
| 8 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $64.0M | 3.72% | 1.7M | Added |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $52.8M | 3.06% | 424,530 | Added |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | $51.8M | 3.01% | 584,295 | Added |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $35.4M | 2.06% | 655,215 | Trimmed |
| 12 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $31.6M | 1.83% | 313,659 | Added |
| 13 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $29.5M | 1.71% | 199,088 | Added |
| 14 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $18.4M | 1.07% | 759,422 | Trimmed |
| 15 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $18.4M | 1.07% | 760,385 | Trimmed |
| 16 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $18.3M | 1.06% | 723,281 | Trimmed |
| 17 | BND | VANGUARD TOTAL BOND MARKET ETF | $16.2M | 0.94% | 220,627 | Added |
| 18 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.5M | 0.61% | 478,021 | Added |
| 19 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $10.5M | 0.61% | 453,018 | Added |
| 20 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $9.9M | 0.57% | 104,967 | Added |
| 21 | IWV | ISHARES RUSSELL 3000 ETF | $9.2M | 0.53% | 24,744 | Added |
| 22 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.1M | 0.53% | 171,159 | Added |
| 23 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8.0M | 0.47% | 18,788 | Added |
| 24 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $7.4M | 0.43% | 34,641 | Added |
| 25 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $7.0M | 0.41% | 88,612 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31