REBALANCE, LLC

Name: REBALANCE, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001811052 · PALO ALTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗

REBALANCE, LLC reported 103 positions worth $1.91B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SCHB (22.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.91B

2026 Q2

Positions

103

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

80.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 103 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SCHB	SCHWAB U.S. BROAD MARKET ETF	SH	$426.8M	22.37%	14,738,453	—	—
▸ 2	VTI	VANGUARD TOTAL STOCK MARKET ETF	SH	$260.2M	13.64%	703,210	—	—
▸ 3	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	SH	$199.7M	10.46%	7,208,057	—	—
▸ 4	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	SH	$161.2M	8.45%	1,629,077	—	—
▸ 5	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$118.4M	6.21%	1,661,823	—	—
▸ 6	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	SH	$98.7M	5.17%	1,193,980	—	—
▸ 7	SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	SH	$83.3M	4.37%	2,298,258	—	—
▸ 8	USHY	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	SH	$70.6M	3.70%	1,907,564	—	—
▸ 9	IJR	ISHARES CORE S&P SMALL CAP ETF	SH	$60.7M	3.18%	409,017	—	—
▸ 10	VNQ	VANGUARD REAL ESTATE ETF	SH	$59.2M	3.10%	613,696	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does REBALANCE, LLC hold as of Q2 2026?

REBALANCE, LLC reported 103 positions worth $1.91B in its Q2 2026 13F filing. Largest positions: SCHB (22.4%), VTI (13.6%), SCHF (10.5%), AGG (8.5%) and VEA (6.2%).

What did REBALANCE, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did REBALANCE, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.