Rebalance, LLC Incresed Positions in Q4 2025

Rebalance, LLC

  • $1.71 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
483K
+ 3.34%
$25.2 - $26.46 $12.2M - $12.8M
15M $392B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
383K
+ 5.89%
$23.02 - $24.23 $8.82M - $9.28M
6.88M $166B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
340K
+ 86.33%
$25.38 - $25.57 $8.63M - $8.7M
734K $18.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
63.9K
+ 4.71%
$99.87 - $101.27 $6.38M - $6.47M
1.42M $142B
VEA
Vanguard Ftse Developed Market

ETFs
22.3K
+ 1.41%
$59.18 - $62.09 $1.32M - $1.39M
1.61M $101B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
248K
+ 2181.89%
$19.82 - $20.01 $4.92M - $4.97M
260K $5.15B
VCIT
Vanguard Intermediate Term Cor

ETFs
38.8K
+ 3.85%
$83.45 - $84.82 $3.24M - $3.29M
1.05M $87.7B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
85.8K
+ 47.87%
$22.32 - $22.47 $1.91M - $1.93M
265K $5.92B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
92.5K
+ 4.46%
$32.35 - $34.37 $2.99M - $3.18M
2.17M $71B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
71.1K
+ 10.14%
$24.24 - $24.37 $1.72M - $1.73M
772K $18.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.45K
+ 1.79%
$114.27 - $121.15 $851K - $903K
424K $51B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
59K
+ 28.35%
$22.43 - $22.55 $1.32M - $1.33M
267K $6B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
53.7K
+ 26.3%
$22.88 - $22.95 $1.23M - $1.23M
258K $5.9B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
46.7K
+ 22.31%
$21.9 - $22.08 $1.02M - $1.03M
256K $5.61B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.95K
+ 2.86%
$74.09 - $75.1 $441K - $447K
214K $15.8B
IAU
Ishares Gold Trust

ETFs
3.16K
+ 27.31%
$72.65 - $82.5 $229K - $260K
14.7K $1.19B
AAPL
Apple Inc.

Technology
418
+ 4.15%
$245.27 - $275.25 $103K - $115K
10.5K $2.85B
IWV
Ishares Russell 3000 ETF

ETFs
44
+ 0.18%
$371.33 - $389.89 $16.3K - $17.2K
24.7K $9.55B
NVDA
Nvidia Corp

Technology
1.11K
+ 35.22%
$179.83 - $207.04 $200K - $231K
4.28K $798M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.17%
$799.57 - $1025.28 $800 - $1.03K
584 $628M
IWS
Ishares Russell Midcap Value E

ETFs
965
+ 13.9%
$135.66 - $140.93 $131K - $136K
7.91K $1.12B
GOOGL
Alphabet Inc.

Communication Services
200
+ 17.92%
$236.57 - $291.31 $47.3K - $58.3K
1.32K $412M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.03K
+ 1.87%
$53.68 - $54.54 $163K - $165K
165K $8.9B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.66K
+ 1.55%
$23.35 - $23.55 $156K - $157K
435K $10.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$653.02 - $687.39 $1.31K - $1.37K
7.7K $5.25B
CAT
Caterpillar Inc

Industrials
60
+ 7.68%
$480.82 - $585.49 $28.8K - $35.1K
841 $482M
HYG
Ishares Tr

ETFs
1.84K
+ 2.1%
$79.95 - $81.28 $147K - $149K
89.3K $7.2B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
191
+ 0.94%
$79.18 - $82.25 $15.1K - $15.7K
20.6K $1.72B
EWJ
Ishares Msci Japan ETF

ETFs
994
+ 12.5%
$78.36 - $84.34 $77.9K - $83.8K
8.95K $722M
IEFA
Ishares Tr

ETFs
375
+ 1.83%
$86.09 - $89.88 $32.3K - $33.7K
20.9K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
253
+ 16.96%
$213.04 - $254.0 $53.9K - $64.3K
1.75K $403M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
467
+ 1.79%
$106.25 - $112.78 $49.6K - $52.7K
26.6K $2.95B
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 0.78%
$656.2 - $690.71 $14.4K - $15.2K
2.83K $1.94B
ROK
Rockwell Automation, Inc

Industrials
41
+ 3.79%
$333.75 - $394.54 $13.7K - $16.2K
1.12K $436M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
91
+ 0.47%
$86.12 - $92.36 $7.84K - $8.4K
19.3K $1.74B
VV
Vanguard Large Cap ETF

ETFs
49
+ 0.91%
$301.9 - $317.98 $14.8K - $15.6K
5.45K $1.72B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
121
+ 0.2%
$63.25 - $66.24 $7.65K - $8.02K
60.7K $4B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
439
+ 3.93%
$136.06 - $140.64 $59.7K - $61.7K
11.6K $1.62B
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 20.06%
$589.5 - $635.77 $41.9K - $45.1K
425 $261M
EFA
Ishares Tr Msci Eafe ETF

ETFs
160
+ 1.34%
$92.24 - $96.56 $14.8K - $15.4K
12.1K $1.17B
JNJ
Johnson & Johnson

Healthcare
72
+ 5.34%
$185.98 - $199.58 $13.4K - $14.4K
1.42K $294M
XLV
Select Sector Spdr Fund Health

ETFs
10
+ 0.4%
$141.95 - $152.82 $1.42K - $1.53K
2.5K $386M
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.06%
$201.42 - $211.15 $1.41K - $1.48K
12.3K $2.6B
XOM
Exxon Mobil Corp

Energy
100
+ 3.66%
$110.64 - $119.78 $11.1K - $12K
2.83K $341M
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.43K
+ 2.95%
$22.27 - $22.52 $31.9K - $32.2K
49.9K $1.11B
RWR
Spdr Dow Jones Reit ETF

ETFs
695
+ 3.05%
$96.69 - $102.14 $67.2K - $71K
23.5K $2.31B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.54K
+ 3.29%
$23.18 - $23.38 $35.7K - $36K
48.3K $1.11B
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 1.54%
$294.11 - $320.41 $7.94K - $8.65K
1.78K $575M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
39
+ 0.23%
$37.61 - $39.41 $1.47K - $1.54K
17K $673M
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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