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.
Reby Advisors, LLC (CIK 1674502) reported $381.8M across 607 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: SCHG ($51.6M, 13.50%), SCHV ($47.2M, 12.36%), SCHM ($39.9M, 10.45%), SCHZ ($38.7M, 10.14%), CWI ($37.2M, 9.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $51.6M | 13.50% | 401,465 | New |
| 2 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $47.2M | 12.36% | 792,867 | New |
| 3 | SCHM | SCHWAB U.S. MID-CAP ETF | $39.9M | 10.45% | 585,414 | New |
| 4 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $38.7M | 10.14% | 690,632 | New |
| 5 | CWI | SPDR MSCI ACWI EX-US ETF | $37.2M | 9.74% | 1.3M | New |
| 6 | PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $23.9M | 6.26% | 828,350 | New |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $14.6M | 3.84% | 164,588 | New |
| 8 | SCHR | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF | $13.0M | 3.42% | 224,133 | New |
| 9 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $9.7M | 2.54% | 269,346 | New |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.7M | 2.28% | 63,794 | New |
| 11 | SCHH | SCHWAB U.S. REIT ETF | $8.5M | 2.22% | 223,047 | New |
| 12 | TFI | SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF | $6.3M | 1.66% | 120,821 | New |
| 13 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $6.2M | 1.63% | 120,521 | New |
| 14 | SHM | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF | $5.3M | 1.38% | 105,808 | New |
| 15 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3.9M | 1.02% | 127,427 | New |
| 16 | AAPL | APPLE INC COM | $3.3M | 0.87% | 25,150 | New |
| 17 | HYMB | SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF | $3.0M | 0.79% | 51,029 | New |
| 18 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2.8M | 0.73% | 28,728 | New |
| 19 | ICF | ISHARES COHEN & STEERS REIT ETF | $2.3M | 0.60% | 42,320 | New |
| 20 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2.3M | 0.60% | 22,445 | New |
| 21 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.6M | 0.42% | 12,063 | New |
| 22 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1.6M | 0.42% | 6,714 | New |
| 23 | EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $1.5M | 0.40% | 13,204 | New |
| 24 | MA | MASTERCARD INCORPORATED CL A | $1.5M | 0.38% | 4,107 | New |
| 25 | RPV | INVESCO S&P 500 PURE VALUE ETF | $1.3M | 0.35% | 21,443 | New |
Source: SEC Form 13F filings · as of 2020-12-31