REBALANCE, LLC: 13F holdings
CIK 18110522026Q2
| Positions | 103 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHB SCHWAB U.S. BROAD MARKET ETF | 14,738,453 | $426.8m | 22.4% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 703,210 | $260.2m | 13.6% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 7,208,057 | $199.7m | 10.5% |
| AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 1,629,077 | $161.2m | 8.5% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 1,661,823 | $118.4m | 6.2% |
| VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 1,193,980 | $98.7m | 5.2% |
| SCHE SCHWAB EMERGING MARKETS EQUITY ETF | 2,298,258 | $83.3m | 4.4% |
| USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1,907,564 | $70.6m | 3.7% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 409,017 | $60.7m | 3.2% |
| VNQ VANGUARD REAL ESTATE ETF | 613,696 | $59.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1811052")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.