Rebalance, LLC ETF holdings
Palo Alto, CA
Reported $1.9B in 74 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.9B
ETFs held
74
Change from prior quarter
+10.8%
With price moves
ETFs as a share of its 13F
98.9%
of $1.9B
Top 10 of 74 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $426.8M | 14,738,453 | −344,034 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $260.2M | 703,210 | −37,346 shares |
| SCHF | Schwab International Equity ETF | $199.7M | 7,208,057 | +303,407 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $161.2M | 1,629,077 | +168,779 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $118.4M | 1,661,823 | +71,931 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $98.7M | 1,193,980 | +117,010 shares |
| SCHE | Schwab Emerging Markets Equity ETF | $83.3M | 2,298,258 | +113,863 shares |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $70.6M | 1,907,564 | +169,330 shares |
| IJR | iShares Core S&P Small-Cap ETF | $60.7M | 409,017 | −15,513 shares |
| VNQ | Vanguard Real Estate ETF | $59.2M | 613,696 | +29,401 shares |
64 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001811052. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Rebalance, LLC own?
Rebalance, LLC reported 74 ETF positions worth $1.9B in its Form 13F for June 30, 2026. The largest was SCHB, at $426.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.