rebel Financial LLC

Q2 2025 13F Holdings

  • Location
    groveport, OH
  • Num holdings

    62

  • Value ($000)

    $219,338

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0002077940
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$13.95 M
6 %

266,579

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$13.21 M
6 %

477,459

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$13.02 M
6 %

131,214

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$12.14 M
6 %

27,652

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$10.52 M
5 %

136,077

CGGR
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$9.81 M
5 %

241,232

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$7.69 M
4 %

101,168

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$7.32 M
3 %

147,756

BWX
BWX

SPDR SERIES TRUST

BLOOMBERG INTL T
$6.28 M
3 %

267,556

EAGG
EAGG

ISHARES TR

ESG AWR US AGRGT
$6.21 M
3 %

130,634

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