Rebalance, LLC Reduced Holdings in Q3 2025

Rebalance, LLC

  • $1.66 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-19.3K
- 61.76%
$87.29 - $93.61 $1.69M - $1.81M
12K $1.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.86K
- 29.87%
$567.77 - $614.76 $1.06M - $1.14M
4.37K $2.68B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15.7K
- 20.58%
$62.09 - $66.51 $974K - $1.04M
60.5K $3.95B
HYG
Ishares Tr

ETFs
-3.83K
- 4.19%
$79.85 - $81.32 $306K - $311K
87.4K $7.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-800
- 34.9%
$211.65 - $238.24 $169K - $191K
1.49K $328M
IBM
International Business Machines Corp

Technology
-257
- 6.65%
$234.77 - $292.47 $60.3K - $75.2K
3.61K $1.02B
CSCO
Cisco Systems, Inc.

Technology
-1.37K
- 14.23%
$66.2 - $71.79 $90.6K - $98.2K
8.24K $564M
EEM
Ishares Msci Emerging Markets

ETFs
-3.04K
- 26.31%
$48.07 - $53.4 $146K - $162K
8.51K $454M
LLY
Eli Lilly & CO

Healthcare
-7
- 1.19%
$625.65 - $812.69 $4.38K - $5.69K
583 $445M
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 6.35%
$282.78 - $316.06 $33.7K - $37.6K
1.76K $554M
ROK
Rockwell Automation, Inc

Industrials
-2
- 0.18%
$328.67 - $358.52 $657 - $717
1.08K $378M
VEU
Vanguard Ftse All World Ex Us

ETFs
-248
- 2.03%
$66.38 - $71.68 $16.5K - $17.8K
12K $853M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.05%
$276.51 - $305.12 $830 - $915
5.69K $1.69B
VB
Vanguard Small Cap ETF

ETFs
-3
- 0.03%
$237.58 - $259.17 $713 - $778
11.6K $2.94B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-173
- 0.66%
$100.63 - $112.27 $17.4K - $19.4K
26.1K $2.88B
SPY
Spdr S&P 500 ETF Trust

ETFs
-205
- 2.59%
$617.65 - $666.84 $127K - $137K
7.7K $5.13B
AAPL
Apple Inc.

Technology
-505
- 4.77%
$202.38 - $256.87 $102K - $130K
10.1K $2.56B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-688
- 0.64%
$79.76 - $85.78 $54.9K - $59K
106K $8.99B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.57K
- 2.21%
$132.9 - $142.03 $607K - $648K
202K $28.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26
- 0.01%
$108.46 - $120.63 $2.82K - $3.14K
417K $49.5B
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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