REBALANCE, LLC 13F Holdings
CIK 0001811052 · PALO ALTO, CA
As of Sep 30, 2025, REBALANCE, LLC reported 102 positions worth
CIK 0001811052 · PALO ALTO, CA
As of Sep 30, 2025, REBALANCE, LLC reported 102 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF | SCHB | — | 14,480,067 | $372.3M | 22.46% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 752,559 | $247.0M | 14.90% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 6,501,415 | 51.4M | 9.13% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 1,356,028 | 35.9M | 8.20% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,588,961 | $95.2M | 5.74% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 1,008,775 | $84.8M | 5.12% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 2,075,427 | $69.3M | 4.18% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | USHY | — | 1,786,170 | $67.5M | 4.07% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 582,765 | $53.3M | 3.21% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 416,686 | $49.5M | 2.99% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 663,604 | $36.0M | 2.17% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 202,250 | $28.5M | 1.72% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 679,446 | 7.1M | 1.03% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 702,629 | 7.1M | 1.03% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 701,255 | 7.1M | 1.03% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 207,931 | 5.5M | 0.93% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 428,735 | 0.1M | 0.61% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 393,956 | 0.1M | 0.61% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 21,337 | 0.0M | 0.60% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 24,652 | $9.3M | 0.56% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 106,216 | $9.0M | 0.54% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 162,162 | $8.8M | 0.53% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 87,101 | $8.8M | 0.53% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 42,924 | $8.7M | 0.53% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 87,432 | $7.1M | 0.43% |