Rebalance, LLC Reduced Holdings in Q2 2025

Rebalance, LLC

  • $1.47 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-281K
- 33.05%
$79.79 - $91.42 $22.4M - $25.7M
569K $50.7B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-31.2K
- 22.6%
$65.84 - $80.81 $2.06M - $2.52M
107K $8.56B
RWR
Spdr Dow Jones Reit ETF

ETFs
-12.6K
- 35.9%
$86.33 - $99.71 $1.09M - $1.25M
22.5K $2.17B
IYR
Ishares Tr

ETFs
-12.7K
- 21.32%
$84.48 - $96.25 $1.07M - $1.22M
46.7K $4.42B
VEA
Vanguard Ftse Developed Market

ETFs
-211K
- 12.02%
$45.65 - $57.01 $9.62M - $12M
1.54M $88B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-81.4K
- 11.06%
$39.89 - $49.46 $3.25M - $4.03M
655K $32.4B
AAPL
Apple Inc.

Technology
-1.86K
- 14.94%
$172.42 - $223.89 $320K - $416K
10.6K $2.17B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 0.35%
$483.48 - $539.8 $13.5K - $15.1K
7.88K $3.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.94K
- 8.34%
$51.16 - $62.02 $355K - $430K
76.2K $4.73B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-3.33K
- 14.08%
$62.73 - $78.42 $209K - $261K
20.3K $1.58B
CVX
Chevron Corp

Energy
-1
- 0.07%
$133.73 - $168.51 $134 - $169
1.5K $215M
KO
Coca Cola CO

Consumer Defensive
-461
- 11.35%
$68.37 - $73.9 $31.5K - $34.1K
3.6K $255M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.84%
$713.71 - $898.95 $3.57K - $4.49K
590 $460M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.08%
$210.83 - $235.28 $211 - $235
1.25K $277M
VT
Vanguard Total World Stk Index

ETFs
-357
- 13.02%
$103.16 - $128.52 $36.8K - $45.9K
2.39K $307M
Canadian Pacific Kansas City Com
-157
- 5.44%
N/A
2.73K $216M
AMZN
Amazon Com Inc

Consumer Cyclical
-265
- 10.36%
$167.32 - $223.3 $44.3K - $59.2K
2.29K $503M
VGT
Vanguard Information Technolog

ETFs
-27
- 7.01%
$470.37 - $663.28 $12.7K - $17.9K
358 $238M
CAT
Caterpillar Inc

Industrials
-45
- 5.45%
$273.94 - $388.21 $12.3K - $17.5K
781 $303M
IBM
International Business Machines Corp

Technology
-556
- 12.57%
$221.03 - $294.78 $123K - $164K
3.87K $1.14B
GLD
Spdr Gold Trust

ETFs
-196
- 2.9%
$273.71 - $316.29 $53.6K - $62K
6.57K $2B
VB
Vanguard Small Cap ETF

ETFs
-554
- 4.58%
$193.73 - $237.37 $107K - $132K
11.6K $2.74B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.67K
- 8.07%
$65.04 - $82.18 $109K - $137K
19K $1.57B
VEU
Vanguard Ftse All World Ex Us

ETFs
-212
- 1.71%
$54.19 - $67.22 $11.5K - $14.3K
12.2K $820M
JPM
Jpmorgan Chase & CO

Financial Services
-65
- 3.35%
$210.28 - $289.91 $13.7K - $18.8K
1.88K $544M
VBR
Vanguard Small Cap Value ETF

ETFs
-7
- 0.06%
$162.76 - $195.77 $1.14K - $1.37K
12.3K $2.39B
HYG
Ishares Tr

ETFs
-297
- 0.32%
$75.75 - $80.65 $22.5K - $24K
91.3K $7.36B
NVDA
Nvidia Corp

Technology
-45
- 1.52%
$94.31 - $157.99 $4.24K - $7.11K
2.91K $460M
VBK
Vanguard Small Cap Growth ETF

ETFs
-13
- 0.23%
$219.76 - $276.94 $2.86K - $3.6K
5.7K $1.58B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.1%
$321.63 - $509.31 $322 - $509
1K $509M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-52
- 0.17%
$72.96 - $90.39 $3.79K - $4.7K
31.3K $2.8B
ORCL
Oracle Corp

Technology
-259
- 6.04%
$122.82 - $218.63 $31.8K - $56.6K
4.03K $880M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 0.19%
$456.74 - $568.03 $5.48K - $6.82K
6.23K $3.54B
MSFT
Microsoft Corp

Technology
-3
- 0.07%
$354.56 - $497.45 $1.06K - $1.49K
4.01K $1.99B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.7K
- 0.81%
$114.78 - $133.31 $195K - $226K
207K $27.6B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-126K
- 5.92%
$24.38 - $30.18 $3.06M - $3.79M
2M $60.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-348K
- 5.34%
$17.76 - $22.1 $6.18M - $7.69M
6.17M $136B
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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