Rebalance, LLC Reduced Holdings in Q4 2025

Rebalance, LLC

  • $1.71 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-106K
- 5.92%
$37.19 - $37.8 $3.93M - $4M
1.68M $62.8B
VNQ
Vanguard Specialized Funds Van

ETFs
-9.15K
- 1.57%
$88.13 - $92.69 $806K - $848K
574K $50.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-19.8K
- 22.69%
$100.37 - $100.72 $1.98M - $1.99M
67.3K $6.76B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-17K
- 79.36%
$91.46 - $91.76 $1.56M - $1.56M
4.43K $404M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8.42K
- 19.61%
$199.44 - $208.01 $1.68M - $1.75M
34.5K $7.26B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.57K
- 12.03%
$459.47 - $491.71 $1.18M - $1.26M
18.8K $8.88B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-10.7K
- 5.28%
$137.47 - $143.13 $1.47M - $1.53M
192K $27.5B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-10.2K
- 58.82%
$75.19 - $77.98 $763K - $792K
7.11K $551M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.46K
- 0.37%
$52.54 - $55.77 $129K - $137K
661K $35.5B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-10.3K
- 9.67%
$82.92 - $88.2 $851K - $905K
96K $8.64B
VUG
Vanguard Growth ETF

ETFs
-605
- 48.28%
$470.44 - $504.26 $285K - $305K
648 $316M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-1.82K
- 9.83%
$66.27 - $69.46 $120K - $126K
16.7K $1.12B
IWM
Ishares Russell 2000 ETF

ETFs
-715
- 4.8%
$236.79 - $250.33 $169K - $179K
14.2K $3.49B
VTV
Vanguard Value ETF

ETFs
-606
- 32.88%
$182.87 - $189.72 $111K - $115K
1.24K $236M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-523
- 0.26%
$26.75 - $27.15 $14K - $14.2K
201K $5.32B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-443
- 7.04%
$71.0 - $74.64 $31.5K - $33.1K
5.85K $434M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-125
- 2.86%
$600.51 - $631.95 $75.1K - $79K
4.24K $2.66B
AMP
Ameriprise Financial Inc

Financial Services
-19
- 4.03%
$440.8 - $497.79 $8.38K - $9.46K
453 $222M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.01%
$475.68 - $513.11 $476 - $513
7.88K $3.96B
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
-2
- 0.02%
$20.5 - $20.75 $41 - $41.5
11K $226M
VBK
Vanguard Small Cap Growth ETF

ETFs
-24
- 0.42%
$291.71 - $309.36 $7K - $7.42K
5.67K $1.71B
AXP
American Express CO

Financial Services
-60
- 3.79%
$316.26 - $372.77 $19K - $22.4K
1.53K $564M
VB
Vanguard Small Cap ETF

ETFs
-5
- 0.04%
$248.1 - $260.08 $1.24K - $1.3K
11.5K $2.98B
CSCO
Cisco Systems, Inc.

Technology
-297
- 3.6%
$67.46 - $78.0 $20K - $23.2K
7.95K $612M
GLD
Spdr Gold Trust

ETFs
-314
- 4.78%
$354.79 - $403.15 $111K - $127K
6.25K $2.48B
VTI
Vanguard Total Stock Market Et

ETFs
-6.21K
- 0.82%
$321.8 - $337.95 $2M - $2.1M
746K $250B
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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