Rebalance, LLC Portfolio Holdings

Rebalance, LLC

  • $1.36 Trillion
  • Q1 2025

Rebalance, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.36 Trillion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $257B, Vanguard Total Stock Market Et with a value of $181B, Schwab Strategic Tr Intl Eqty with a value of $129B, Ishares Core U.S. Aggregate Bo with a value of $128B, and Vanguard Ftse Developed Market with a value of $89.2B.

Examining the 13F form we can see an increase of $20B in the current position value, from $1.34T to 1.36T.

Rebalance, LLC is based out at Palo Alto, CA

Below you can find more details about Rebalance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.36 Trillion
ETFs: $192 Billion
Technology: $7.15 Billion
Financial Services: $5.34 Billion
Consumer Defensive: $1.13 Billion
Consumer Cyclical: $1.12 Billion
Healthcare: $750 Million
Energy: $604 Million
Industrials: $552 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $1.36 Trillion
  • Prior Value $1.34 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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