REBALANCE, LLC
CIK 0001811052 · PALO ALTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
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
Top Holdings
SCHB
SCHWAB U.S. BROAD MARKET ETF
22.4%
VTI
VANGUARD TOTAL STOCK MARKET ETF
13.6%
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
10.5%
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
8.5%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
6.2%
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
5.2%
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
4.4%
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.