CIK 1811052
REBALANCE, LLC
Institutional 13F holdings & portfolio
Holdings
106
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGK | VANGUARD FTSE EUROPE ETF | 21K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 5K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 6K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 12K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 15K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 12K | $1M+ | SH |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | 17K | $1M+ | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 8K | $1M+ | SH |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | 50K | $1M+ | SH |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | 48K | $1M+ | SH |
| IBHH | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | 47K | $1M+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 8K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 4K | $1M+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 17K | $500K+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 12K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 4K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 6K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION COM | 4K | $500K+ | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 9K | $500K+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 17K | $500K+ | SH |
| LLY | ELI LILLY & CO COM | 584 | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 8K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 2K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 2K | $500K+ | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 7K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 4K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 841 | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 9K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 1K | $100K–$500K | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 6K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 1K | $100K–$500K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4K | $100K–$500K | SH |
| AMZN | AMAZON COM INC COM | 2K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC COM | 2K | $100K–$500K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 3K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 648 | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 883 | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 358 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 425 | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 737 | $100K–$500K | SH |
| KO | COCA COLA CO COM | 4K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 747 | $100K–$500K | SH |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | 11K | $100K–$500K | SH |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | 10K | $100K–$500K | SH |