account_balance

Investment manager · 13F filer · SEC CIK 1811052

Rebalance, LLC

Reported value$1.94Bas of Sep 30, 2026
Positions100 2 new, 5 sold out
Top 10 weight80.2%SCHB alone is 23%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab U.S. Broad Market ETF 23.1% Added +4%
VTI Vanguard Morningstar Total Stock Market ETF 13.7% Held
SCHF Schwab International Equity ETF 10.4% Added +2%
AGG iShares Core U.S. Aggregate Bond ETF 8.2% Added +3%
VEA Vanguard Ftse Developed Markets ETF 6.1% Held
VCIT Vanguard Intermediate-Term Corporate Bond ETF 5.0% Added +3%
SCHE Schwab Emerging Markets Equity ETF 4.4% Added +2%
USHY iShares Broad Usd High Yield Corporate Bond ETF 3.6% Added +3%
VNQ Vanguard Real Estate ETF 2.9% Added +3%
IJR iShares Core S&P Small Cap ETF 2.9% Held
VWO Vanguard Ftse Emerging Markets ETF 2.2% Held
SGOV iShares 0-3 Month Treasury Bond ETF 1.5% Added +44%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
  • IBTI +64%
  • IBTG +63%
  • IBTH +62%
  • SGOV +44%
arrow_downwardTrimmed
  • VYM −21%
  • SPY −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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