REBALANCE, LLC
Q4 2024 13F Holdings
- Locationpalo alto, CA
- Num holdings
98
- Value ($000)
$1,338,050
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001811052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | $260.39M | 20 % | 11,471,005 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $187.62M | 14 % | 647,383 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $123.19M | 9 % | 1,271,269 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $119.61M | 9 % | 6,465,650 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $83.66M | 6 % | 1,749,460 | ||
VNQ VANGUARD REAL ESTATE ETF | ETF | 922908553 | $78.79M | 6 % | 884,507 | ||
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | $74.80M | 6 % | 931,797 | ||
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ETF | 46435U853 | $60.70M | 5 % | 1,650,037 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $56.29M | 4 % | 2,113,897 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $43.69M | 3 % | 379,202 |
Rows Per Page
1 - 10 of 9810
- 10
- 50
- 100