Rebalance, LLC Incresed Positions in Q3 2024

Rebalance, LLC

  • $1.36 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
168K
+ 4.59%
$59.93 - $66.52 $10.1M - $11.2M
3.82M $254B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
158K
+ 5.42%
$36.98 - $41.55 $5.84M - $6.56M
3.07M $126B
VNQ
Vanguard Specialized Funds Van

ETFs
11.3K
+ 1.23%
$82.97 - $98.97 $934K - $1.11M
927K $90.3B
VTI
Vanguard Total Stock Market Et

ETFs
7.04K
+ 1.09%
$255.18 - $283.2 $1.8M - $1.99M
654K $185B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.6K
+ 3.45%
$96.25 - $101.98 $3.91M - $4.14M
1.22M $123B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
102K
+ 5.22%
$25.45 - $29.53 $2.59M - $3.01M
2.06M $60B
VEA
Vanguard Ftse Developed Market

ETFs
14.4K
+ 0.86%
$47.6 - $53.31 $687K - $770K
1.7M $89.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
22K
+ 2.49%
$79.29 - $84.02 $1.74M - $1.85M
904K $75.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.5K
+ 0.94%
$105.53 - $118.34 $370K - $415K
377K $44.1B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
41K
+ 2.62%
$36.06 - $37.66 $1.48M - $1.55M
1.61M $60.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.42K
+ 3.51%
$173.36 - $189.8 $245K - $269K
41.7K $7.92B
BND
Vanguard Bd Index Fd Inc Total

ETFs
484
+ 0.25%
$71.45 - $75.64 $34.6K - $36.6K
194K $14.6B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.6K
+ 16.24%
$19.2 - $19.82 $530K - $547K
197K $3.89B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
24.7K
+ 15.43%
$19.92 - $20.67 $492K - $510K
185K $3.8B
HYG
Ishares Tr

ETFs
2.4K
+ 2.68%
$76.72 - $80.36 $184K - $193K
91.8K $7.37B
AAPL
Apple Inc.

Technology
1.09K
+ 11.05%
$207.23 - $234.82 $225K - $255K
10.9K $2.54B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
942
+ 0.56%
$50.85 - $53.88 $47.9K - $50.8K
170K $9.14B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12K
+ 3.01%
$19.2 - $19.63 $230K - $235K
410K $8.02B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
124
+ 0.45%
$112.99 - $126.45 $14K - $15.7K
27.9K $3.51B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.01%
$332.02 - $382.76 $996 - $1.15K
20.7K $7.78B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
446
+ 2.51%
$97.19 - $109.09 $43.3K - $48.7K
18.2K $1.97B
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.02%
$179.99 - $201.6 $360 - $403
12.2K $2.45B
IVV
Ishares Core S&P 500 ETF

ETFs
191
+ 8.4%
$520.18 - $576.82 $99.4K - $110K
2.46K $1.42B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
60
+ 0.56%
$125.95 - $142.04 $7.56K - $8.52K
10.9K $1.54B
SCHP
Schwab Strategic Us Tips ETF

ETFs
103
+ 0.11%
$51.58 - $53.79 $5.31K - $5.54K
97.5K $5.23B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.99K
+ 5.45%
$23.08 - $23.52 $115K - $117K
96.4K $2.26B
IBM
International Business Machines Corp

Technology
296
+ 18.75%
$175.1 - $223.38 $51.8K - $66.1K
1.88K $415M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.01%
$60.13 - $68.17 $120 - $136
21.9K $1.49B
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.03K
+ 6.06%
$57.22 - $64.18 $58.7K - $65.8K
18K $1.15B
IWP
Ishares Russell Mid Cap Growth

ETFs
402
+ 5.43%
$103.87 - $117.59 $41.8K - $47.3K
7.8K $915M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
54
+ 0.25%
$65.06 - $71.72 $3.51K - $3.87K
21.9K $1.55B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
125
+ 0.65%
$69.61 - $79.56 $8.7K - $9.95K
19.2K $1.51B
EWJ
Ishares Msci Japan ETF

ETFs
680
+ 9.6%
$63.12 - $72.99 $42.9K - $49.6K
7.76K $555M
XLF
Financial Sector Spdr

ETFs
61
+ 0.37%
$40.84 - $45.74 $2.49K - $2.79K
16.4K $744M
MSFT
Microsoft Corp

Technology
253
+ 7.33%
$395.15 - $467.56 $100K - $118K
3.7K $1.59B
KO
Coca Cola CO

Consumer Defensive
177
+ 4.56%
$62.69 - $73.01 $11.1K - $12.9K
4.06K $292M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.09K
+ 100.0%
$128.47 - $280.94 $140K - $306K
2.18K $338M
DFUS
Dimensional ETF Tr U S Equity

ETFs
16
+ 0.26%
$56.04 - $62.2 $897 - $995
6.23K $387M
VT
Vanguard Total World Stk Index

ETFs
23
+ 0.92%
$107.72 - $119.96 $2.48K - $2.76K
2.53K $302M
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.36%
$143.3 - $157.24 $1.15K - $1.26K
2.25K $346M
XLK
Technology Sector Spdr

ETFs
5
+ 0.16%
$197.34 - $237.68 $987 - $1.19K
3.12K $703M
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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