REBALANCE, LLC - Portfolio overview

REBALANCE, LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB U.S. BROAD MARKET ETF, 21.68%
2. VTI - VANGUARD TOTAL STOCK MARKET ETF, 13.61%
3. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 9.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.