Rebalance, LLC Purchases in Q4 2024

Rebalance, LLC

  • $1.34 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
359K
New
$23.88 - $24.32 $8.56M - $8.72M
359K $8.59B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
315K
+ 1565.2%
$25.0 - $25.11 $7.87M - $7.91M
335K $8.39B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
326K
New
N/A
326K $7.85B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.65M
+ 199.94%
$22.01 - $66.82 $168M - $511M
11.5M $260B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
139K
New
$24.82 - $25.48 $3.46M - $3.55M
139K $3.47B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
151K
New
$22.71 - $23.47 $3.44M - $3.55M
151K $3.45B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.7K
+ 246.02%
$91.29 - $91.8 $1.34M - $1.35M
20.6K $1.88B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.2K
New
$55.45 - $61.08 $730K - $805K
13.2K $731M
IBHG
Ishares Tr Ibonds 2027 Term Hi
32.5K
New
$22.11 - $22.54 $718K - $732K
32.5K $722M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.3K
+ 8.91%
$71.75 - $75.11 $1.24M - $1.3M
212K $15.2B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
22.9K
New
$23.03 - $23.33 $527K - $534K
22.9K $530M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.02K
New
$106.33 - $110.69 $428K - $445K
4.02K $428M
AAPL
Apple Inc.

Technology
256
+ 2.34%
$221.69 - $259.02 $56.8K - $66.3K
11.2K $2.8B
RPM
Rpm International Inc

Basic Materials
2K
New
$120.09 - $140.26 $240K - $281K
2K $246M
MSFT
Microsoft Corp

Technology
578
+ 15.6%
$406.35 - $454.46 $235K - $263K
4.28K $1.8B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
42.9K
+ 2.67%
$36.54 - $37.53 $1.57M - $1.61M
1.65M $60.7B
IWV
Ishares Russell 3000 ETF

ETFs
54
+ 0.29%
$323.08 - $349.08 $17.4K - $18.9K
18.8K $6.28B
AMZN
Amazon Com Inc

Consumer Cyclical
502
+ 38.91%
$180.88 - $232.93 $90.8K - $117K
1.79K $393M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
97
+ 1.57%
$521.84 - $558.82 $50.6K - $54.2K
6.26K $3.38B
AXP
American Express CO

Financial Services
191
+ 12.05%
$267.35 - $305.57 $51.1K - $58.4K
1.78K $527M
XLK
Technology Sector Spdr

ETFs
245
+ 7.87%
$220.26 - $241.44 $54K - $59.2K
3.36K $781M
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.1%
$116.4 - $138.52 $931 - $1.11K
7.81K $990M
HYG
Ishares Tr

ETFs
2.85K
+ 3.11%
$78.09 - $80.04 $223K - $228K
94.6K $7.44B
XLF
Financial Sector Spdr

ETFs
69
+ 0.42%
$44.89 - $51.34 $3.1K - $3.54K
16.5K $796M
CAT
Caterpillar Inc

Industrials
122
+ 14.79%
$360.37 - $416.88 $44K - $50.9K
947 $344M
IWM
Ishares Russell 2000 ETF

ETFs
56
+ 0.4%
$216.13 - $242.4 $12.1K - $13.6K
13.9K $3.08B
DFUS
Dimensional ETF Tr U S Equity

ETFs
22
+ 0.35%
$61.52 - $66.5 $1.35K - $1.46K
6.25K $398M
PCG
Pg&E Corp

Utilities
11
+ 0.05%
$19.2 - $21.63 $211 - $238
22.4K $451M
VT
Vanguard Total World Stk Index

ETFs
105
+ 4.16%
$117.09 - $123.07 $12.3K - $12.9K
2.63K $309M
BSJR
Invesco Indx Tr

ETFs
383
+ 1.7%
$22.37 - $22.7 $8.57K - $8.69K
23K $514M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
429
+ 1.85%
$21.68 - $22.16 $9.3K - $9.51K
23.7K $513M
IWS
Ishares Russell Midcap Value E

ETFs
31
+ 0.45%
$128.08 - $140.32 $3.97K - $4.35K
6.87K $888M
EWJ
Ishares Msci Japan ETF

ETFs
124
+ 1.6%
$66.18 - $71.84 $8.21K - $8.91K
7.89K $529M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
2.53K
+ 6.33%
$10.44 - $11.67 $26.4K - $29.5K
42.4K $451M
XLV
Select Sector Spdr Fund Health

ETFs
10
+ 0.45%
$136.28 - $154.74 $1.36K - $1.55K
2.26K $311M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.36K
+ 7.05%
$70.63 - $78.23 $95.8K - $106K
20.6K $1.46B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.18K
+ 3.63%
$51.33 - $53.74 $317K - $332K
176K $9.08B
VEU
Vanguard Ftse All World Ex Us

ETFs
173
+ 1.37%
$57.29 - $63.1 $9.91K - $10.9K
12.8K $737M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
387
+ 2.15%
$57.96 - $64.2 $22.4K - $24.8K
18.4K $1.07B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
85
+ 0.78%
$131.66 - $144.0 $11.2K - $12.2K
11K $1.45B
VNQI
Vanguard Global Ex U.S. Real

ETFs
980
+ 5.15%
$39.22 - $47.52 $38.4K - $46.6K
20K $792M
IWD
Ishares Russell 1000 Val ETF

ETFs
306
+ 0.73%
$183.23 - $199.79 $56.1K - $61.1K
42K $7.78B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
248
+ 1.13%
$63.27 - $70.31 $15.7K - $17.4K
22.1K $1.4B
EFA
Ishares Tr Msci Eafe ETF

ETFs
373
+ 1.26%
$75.1 - $82.99 $28K - $31K
30K $2.27B
RWR
Spdr Dow Jones Reit ETF

ETFs
329
+ 0.95%
$97.84 - $108.61 $32.2K - $35.7K
34.9K $3.45B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.4K
+ 4.3%
$96.64 - $101.23 $5.07M - $5.31M
1.27M $123B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
+ 0.5%
$113.92 - $127.38 $215K - $241K
379K $43.7B
SCHP
Schwab Strategic Us Tips ETF

ETFs
84.9K
+ 87.13%
$25.74 - $53.78 $2.19M - $4.57M
182K $4.71B
VCIT
Vanguard Intermediate Term Cor

ETFs
28.1K
+ 3.11%
$80.13 - $83.77 $2.25M - $2.35M
932K $74.8B
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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