Rebalance, LLC Portfolio Holdings

Rebalance, LLC

  • $1.36 Trillion
  • Q3 2024

Rebalance, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.36 Trillion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $254B, Vanguard Total Stock Market Et with a value of $185B, Schwab Strategic Tr Intl Eqty with a value of $126B, Ishares Core U.S. Aggregate Bo with a value of $123B, and Vanguard Specialized Funds Van with a value of $90.3B.

Examining the 13F form we can see an increase of $122B in the current position value, from $1.24T to 1.36T.

Rebalance, LLC is based out at Palo Alto, CA

Below you can find more details about Rebalance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.36 Trillion
ETFs: $198 Billion
Technology: $6.01 Billion
Financial Services: $4.54 Billion
Consumer Defensive: $1.17 Billion
Consumer Cyclical: $917 Million
Healthcare: $745 Million
Industrials: $613 Million
Energy: $569 Million
Other: $442 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $1.36 Trillion
  • Prior Value $1.24 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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