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Home > Institutional Investor > Rebalance, Llc > Profile

Instuitional Investor - Rebalance, Llc

Fund Profile
Filing Period:
Fund Name: Rebalance, Llc
Portfolio Value $1,147,688,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,569,637 $198,721,696 17.31%
2.
Vanguard Total Stock Market Etf
 673,534 $159,775,726 13.92%
3.
Schwab Strategic Trust
 FNDF 2,775,503 $102,582,599 8.93%
4.
Ishares Trust
 IEF 821,638 $81,547,602 7.1%
5.
Vanguard Ftse Developed Markets Etf
 1,614,524 $77,335,718 6.73%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)