Rebalance, LLC Purchases in Q3 2025

Rebalance, LLC

  • $1.66 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.32M
+ 10.04%
$23.82 - $25.84 $31.5M - $34.1M
14.5M $372B
VTI
Vanguard Total Stock Market Et

ETFs
8.04K
+ 1.08%
$303.93 - $329.86 $2.44M - $2.65M
753K $247B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
331K
+ 5.36%
$21.69 - $23.34 $7.18M - $7.73M
6.5M $151B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
78.9K
+ 3.95%
$30.13 - $33.37 $2.38M - $2.63M
2.08M $69.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
87.1K
New
$100.37 - $100.74 $8.74M - $8.77M
87.1K $8.77B
VEA
Vanguard Ftse Developed Market

ETFs
45.7K
+ 2.96%
$56.02 - $60.3 $2.56M - $2.76M
1.59M $95.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
57.1K
+ 4.39%
$97.75 - $100.75 $5.58M - $5.75M
1.36M $136B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
243K
+ 55.72%
$25.09 - $25.19 $6.1M - $6.12M
679K $17.1B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
249K
+ 54.9%
$24.14 - $24.34 $6M - $6.05M
701K $17.1B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
249K
+ 54.8%
N/A
703K $17.1B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
244K
+ 132.19%
$23.13 - $23.54 $5.65M - $5.75M
429K $10.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
40.7K
+ 4.21%
$81.75 - $84.54 $3.33M - $3.44M
1.01M $84.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.86K
+ 1.35%
$49.43 - $54.52 $438K - $483K
664K $36B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
74.9K
+ 4.38%
$37.14 - $37.85 $2.78M - $2.84M
1.79M $67.5B
VNQ
Vanguard Specialized Funds Van

ETFs
13.9K
+ 2.45%
$88.47 - $93.24 $1.23M - $1.3M
583K $53.3B
PHYS
Sprott Physical Gold Trust

Financial Services
52.3K
New
$25.02 - $29.62 $1.31M - $1.55M
52.3K $1.55B
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 0.09%
$420.11 - $472.68 $7.98K - $8.98K
21.3K $9.99B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
37.2K
+ 23.05%
$23.29 - $23.38 $867K - $871K
199K $4.65B
IAU
Ishares Gold Trust

ETFs
11.6K
New
$61.62 - $72.77 $712K - $841K
11.6K $841M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
36.2K
+ 21.52%
$22.84 - $22.95 $826K - $830K
204K $4.69B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.5K
+ 21.23%
$22.36 - $22.52 $815K - $821K
208K $4.69B
IWV
Ishares Russell 3000 ETF

ETFs
59
+ 0.24%
$351.04 - $379.81 $20.7K - $22.4K
24.7K $9.34B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
30.9K
+ 17.32%
$21.68 - $22.04 $669K - $680K
209K $4.59B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.3K
+ 17.97%
$22.19 - $22.44 $606K - $612K
179K $4.01B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.61K
+ 2.26%
$72.57 - $74.72 $334K - $344K
208K $15.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
190
+ 0.44%
$192.76 - $203.86 $36.6K - $38.7K
42.9K $8.74B
IWM
Ishares Russell 2000 ETF

ETFs
33
+ 0.22%
$214.92 - $244.84 $7.09K - $8.08K
14.9K $3.6B
VUG
Vanguard Growth ETF

ETFs
717
+ 133.77%
$433.97 - $484.08 $311K - $347K
1.25K $601M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.19K
+ 2.65%
$52.55 - $54.37 $220K - $228K
162K $8.77B
VTV
Vanguard Value ETF

ETFs
1.84K
New
$175.51 - $186.57 $323K - $344K
1.84K $344M
GOOGL
Alphabet Inc.

Communication Services
1.12K
New
$174.36 - $254.72 $195K - $284K
1.12K $271M
GOOG
Alphabet Inc.

Communication Services
883
New
$175.16 - $255.24 $155K - $225K
883 $215M
QQQ
Invesco Qqq Trust, Series 1

ETFs
354
New
$546.99 - $602.2 $194K - $213K
354 $213M
GD
General Dynamics Corp

Industrials
614
New
$293.92 - $341.0 $180K - $209K
614 $209M
PEP
Pepsico Inc

Consumer Defensive
1.45K
New
$133.81 - $152.16 $194K - $221K
1.45K $204M
IEFA
Ishares Tr

ETFs
1.15K
+ 5.95%
$81.7 - $87.53 $94.2K - $101K
20.5K $1.79B
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.06%
$195.41 - $212.37 $1.37K - $1.49K
12.3K $2.56B
IYR
Ishares Tr

ETFs
563
+ 1.21%
$94.16 - $98.46 $53K - $55.4K
47.3K $4.59B
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.32%
$620.67 - $670.08 $5.59K - $6.03K
2.81K $1.88B
NVDA
Nvidia Corp

Technology
250
+ 8.58%
$153.3 - $186.58 $38.3K - $46.6K
3.16K $590M
RWR
Spdr Dow Jones Reit ETF

ETFs
350
+ 1.56%
$95.17 - $101.62 $33.3K - $35.6K
22.8K $2.29B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
130
+ 0.68%
$80.54 - $89.67 $10.5K - $11.7K
19.2K $1.68B
MSFT
Microsoft Corp

Technology
26
+ 0.65%
$491.09 - $535.64 $12.8K - $13.9K
4.04K $2.09B
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.51K
+ 0.76%
$26.44 - $27.1 $40K - $41K
201K $5.42B
XLK
Technology Sector Spdr

ETFs
3
+ 0.1%
$250.97 - $282.66 $753 - $848
2.97K $838M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
3.18K
+ 7.29%
$23.09 - $23.43 $73.3K - $74.4K
46.7K $1.09B
IBHE
Ishares Ibonds 2025 Term High

ETFs
3.14K
+ 7.25%
$23.14 - $23.23 $72.8K - $73K
46.5K $1.08B
IBHG
Ishares Tr Ibonds 2027 Term Hi
3.18K
+ 7.03%
$22.38 - $22.53 $71.3K - $71.7K
48.5K $1.09B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
69
+ 0.62%
$136.48 - $142.97 $9.42K - $9.86K
11.2K $1.56B
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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