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Home > Institutional Investor > Rebalance, Llc > Profile

Instuitional Investor - Rebalance, Llc

Fund Profile
Filing Period:
Fund Name: Rebalance, Llc
Portfolio Value $1,338,050,221
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 11,471,005 $260,391,812 19.46%
2.
Vanguard Total Stock Market Etf
 647,383 $187,617,986 14.02%
3.
Ishares Trust
 IEF 1,271,269 $123,186,005 9.2%
4.
Schwab Strategic Trust
 FNDF 6,465,650 $119,614,523 8.93%
5.
Vanguard Ftse Developed Markets Etf
 1,749,460 $83,659,193 6.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)