REBALANCE, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RL REBALANCE, LLC | Institutional Filer | ▲ 0.67% | $1.72B | 101 |
Current Portfolio Holdings
Showing all 101 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | — | 15.1M | $378.6M | 21.98% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 741K | $237.6M | 13.79% |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | — | 6.9M | $170.9M | 9.92% |
| 4 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | — | 1.5M | $145.0M | 8.42% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 1.6M | $101.9M | 5.92% |
| 6 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 1.1M | $89.1M | 5.17% |
| 7 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | — | 2.2M | $72.0M | 4.18% |
| 8 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | — | 1.7M | $64.0M | 3.72% |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 425K | $52.8M | 3.06% |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | — | 584K | $51.8M | 3.01% |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 655K | $35.4M | 2.06% |
| 12 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | — | 314K | $31.6M | 1.83% |
| 13 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | 199K | $29.5M | 1.71% |
| 14 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | — | 760K | $18.4M | 1.07% |
| 15 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | — | 759K | $18.4M | 1.07% |
Showing 1 to 15 of 101 holdings