REBALANCE, LLC holdings history

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143 is the total number of securities REBALANCE, LLC has owned. The longest REBALANCE, LLC has owned a single stock is 4 quarters.

REBALANCE, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHB SCHWAB U.S. BROAD MARK...4413.71%15.72%17.57%Q4 2022Q3 20234
VTI VANGUARD TOTAL STOCK M...4410.89%12.68%14.22%Q4 2022Q3 20234
SCHF SCHWAB INTERNATIONAL E...448.51%8.73%8.98%Q4 2022Q3 20234
VEA VANGUARD FTSE DEVELOPE...446.56%6.85%7.30%Q4 2022Q3 20234
AGG ISHARES CORE U.S. AGGR...445.29%6.14%7.00%Q4 2022Q3 20234
VNQ VANGUARD REAL ESTATE ETF445.80%5.94%6.10%Q4 2022Q3 20234
VCIT VANGUARD INTERMEDIATE-...444.98%5.47%5.97%Q4 2022Q3 20234
VYM VANGUARD HIGH DIVIDEND...442.47%4.60%6.92%Q4 2022Q3 20234
USHY ISHARES BROAD USD HIGH...444.14%4.45%4.71%Q4 2022Q3 20234
SCHE SCHWAB EMERGING MARKET...443.65%3.69%3.73%Q4 2022Q3 20234
TIP ISHARES TIPS BOND ETF442.78%3.45%4.12%Q4 2022Q3 20234
IJR ISHARES CORE S&P SMALL...443.27%3.33%3.40%Q4 2022Q3 20234
VWO VANGUARD FTSE EMERGING...442.68%2.76%2.83%Q4 2022Q3 20234
PFF ISHARES PREFERRED & IN...441.38%1.45%1.52%Q4 2022Q3 20234
EMB ISHARES JP MORGAN USD ...440.04%1.11%2.22%Q4 2022Q3 20234
VYMI VANGUARD INTERNATIONAL...440.96%1.03%1.11%Q4 2022Q3 20234
BSCN INVESCO BULLETSHARES 2...440.68%0.96%1.10%Q4 2022Q3 20234
BND VANGUARD TOTAL BOND MA...440.61%0.91%1.23%Q4 2022Q3 20234
HYG ISHARES IBOXX $ HIGH Y...440.70%0.75%0.82%Q4 2022Q3 20234
BSCO INVESCO BULLETSHARES 2...440.56%0.60%0.64%Q4 2022Q3 20234
IGIB ISHARES 5-10 YEAR INVE...440.41%0.55%0.69%Q4 2022Q3 20234
IWV ISHARES RUSSELL 3000 ETF440.48%0.50%0.51%Q4 2022Q3 20234
BSCP INVESCO BULLETSHARES 2...440.46%0.48%0.50%Q4 2022Q3 20234
IWF ISHARES RUSSELL 1000 G...440.42%0.45%0.47%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TRUST440.43%0.45%0.47%Q4 2022Q3 20234
IWD ISHARES RUSSELL 1000 V...440.43%0.44%0.45%Q4 2022Q3 20234
SCHP SCHWAB US TIPS ETF440.35%0.39%0.41%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...440.24%0.32%0.41%Q4 2022Q3 20234
RWR SPDR DOW JONES REIT ETF440.26%0.32%0.38%Q4 2022Q3 20234
BSCQ INVESCO BULLETSHARES 2...440.25%0.30%0.32%Q4 2022Q3 20234
IJH ISHARES CORE S&P MID-C...440.29%0.29%0.29%Q4 2022Q3 20234
BSJN INVESCO BULLETSHARES 2...440.24%0.27%0.30%Q4 2022Q3 20234
VSS VANGUARD FTSE ALL-WORL...440.26%0.27%0.27%Q4 2022Q3 20234
IYR ISHARES U.S. REAL ESTA...440.21%0.25%0.29%Q4 2022Q3 20234
AAPL APPLE INC COM440.20%0.24%0.27%Q4 2022Q3 20234
VOO VANGUARD S&P 500 ETF440.23%0.23%0.24%Q4 2022Q3 20234
BSJO INVESCO BULLETSHARES 2...440.23%0.23%0.24%Q4 2022Q3 20234
VB VANGUARD SMALL-CAP ETF440.22%0.22%0.23%Q4 2022Q3 20234
IWM ISHARES RUSSELL 2000 ETF440.21%0.22%0.23%Q4 2022Q3 20234
EFA ISHARES MSCI EAFE ETF440.20%0.20%0.20%Q4 2022Q3 20234
VBR VANGUARD SMALL CAP VAL...440.19%0.20%0.20%Q4 2022Q3 20234
BSJP INVESCO BULLETSHARES 2...440.16%0.18%0.20%Q4 2022Q3 20234
VWOB VANGUARD EMERGING MARK...440.03%0.16%0.33%Q4 2022Q3 20234
VPL VANGUARD FTSE PACIFIC ETF440.13%0.14%0.14%Q4 2022Q3 20234
VGK VANGUARD FTSE EUROPE ETF440.12%0.13%0.14%Q4 2022Q3 20234
VBK VANGUARD SMALL-CAP GRO...440.12%0.12%0.13%Q4 2022Q3 20234
SCZ ISHARES MSCI EAFE SMAL...440.11%0.12%0.13%Q4 2022Q3 20234
SDY SPDR S&P DIVIDEND ETF440.12%0.12%0.12%Q4 2022Q3 20234
GLD SPDR GOLD SHARES440.10%0.10%0.12%Q4 2022Q3 20234
VIOO VANGUARD S&P SMALL-CAP...440.07%0.10%0.12%Q4 2022Q3 20234
EEMS ISHARES MSCI EMERGING ...440.09%0.10%0.10%Q4 2022Q3 20234
IWP ISHARES RUSSELL MID-CA...440.07%0.07%0.08%Q4 2022Q3 20234
IWS ISHARES RUSSELL MID-CA...440.07%0.07%0.07%Q4 2022Q3 20234
VEU VANGUARD FTSE ALL-WORL...440.07%0.07%0.07%Q4 2022Q3 20234
RWX SPDR DOW JONES INTERNA...440.06%0.07%0.07%Q4 2022Q3 20234
XLK TECHNOLOGY SELECT SECT...440.05%0.06%0.06%Q4 2022Q3 20234
MSFT MICROSOFT CORP COM440.04%0.05%0.06%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO COM440.05%0.05%0.06%Q4 2022Q3 20234
EWJ ISHARES MSCI JAPAN ETF440.04%0.04%0.05%Q4 2022Q3 20234
EEM ISHARES MSCI EMERGING ...440.04%0.04%0.04%Q4 2022Q3 20234
DFAC DIMENSIONAL US CORE EQ...440.04%0.04%0.04%Q4 2022Q3 20234
MORT VANECK MORTGAGE REIT I...440.04%0.04%0.04%Q4 2022Q3 20234
XOM EXXON MOBIL CORP COM440.03%0.03%0.04%Q4 2022Q3 20234
ROK ROCKWELL AUTOMATION IN...440.03%0.03%0.03%Q4 2022Q3 20234
LLY LILLY ELI & CO COM440.02%0.03%0.04%Q4 2022Q3 20234
AXP AMERICAN EXPRESS CO COM440.03%0.03%0.03%Q4 2022Q3 20234
DFUS DIMENSIONAL U.S. EQUIT...440.03%0.03%0.03%Q4 2022Q3 20234
LOW LOWES COS INC COM440.02%0.03%0.03%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP COM440.02%0.03%0.03%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO COM440.02%0.02%0.02%Q4 2022Q3 20234
PCG PG&E CORP COM330.03%0.03%0.03%Q1 2023Q3 20233
AMP AMERIPRISE FINL INC COM210.02%0.02%0.02%Q4 2022Q3 20233
VT VANGUARD TOTAL WORLD S...210.02%0.02%0.02%Q4 2022Q3 20233
VV VANGUARD LARGE-CAP ETF220.10%0.10%0.10%Q2 2023Q3 20232
BSDE INVESCO BULLETSHARES 2...220.03%0.03%0.03%Q4 2022Q1 20232
BSCE INVESCO BULLETSHARES 2...220.03%0.03%0.03%Q4 2022Q1 20232
NVDA NVIDIA CORPORATION COM110.61%0.61%0.61%Q4 2022Q4 20221
PRIORITY TECHNOLOGY HL...110.13%0.13%0.13%Q4 2022Q4 20221
BIL SPDR BLOOMBERG 1-3 MON...110.07%0.07%0.07%Q3 2023Q3 20231
MUB ISHARES NATIONAL MUNI ...110.07%0.07%0.07%Q4 2022Q4 20221
VIG VANGUARD DIVIDEND APPR...110.02%0.02%0.02%Q4 2022Q4 20221
BP BP PLC SPONSORED ADR110.02%0.02%0.02%Q4 2022Q4 20221
PFE PFIZER INC COM110.02%0.02%0.02%Q4 2022Q4 20221
XLU UTILITIES SELECT SECTO...110.01%0.01%0.01%Q4 2022Q4 20221
AAWW ATLAS AIR WORLDWIDE HL...110.01%0.01%0.01%Q4 2022Q4 20221
MRK MERCK & CO INC COM110.01%0.01%0.01%Q4 2022Q4 20221
VUG VANGUARD GROWTH ETF110.01%0.01%0.01%Q4 2022Q4 20221
VTV VANGUARD VALUE ETF110.01%0.01%0.01%Q4 2022Q4 20221
CENTA CENTRAL GARDEN & PET C...110.01%0.01%0.01%Q4 2022Q4 20221
AMZN AMAZON COM INC COM110.01%0.01%0.01%Q4 2022Q4 20221
BACPRL BK OF AMERICA CORP 7.2...110.01%0.01%0.01%Q4 2022Q4 20221
VCR VANGUARD CONSUMER DISC...110.01%0.01%0.01%Q4 2022Q4 20221
IWO ISHARES RUSSELL 2000 G...110.01%0.01%0.01%Q4 2022Q4 20221
VGT VANGUARD INFORMATION T...110.01%0.01%0.01%Q4 2022Q4 20221
REM ISHARES MORTGAGE REAL ...110.01%0.01%0.01%Q4 2022Q4 20221
VOT VANGUARD MID-CAP GROWT...110.01%0.01%0.01%Q4 2022Q4 20221
SYY SYSCO CORP COM110.01%0.01%0.01%Q4 2022Q4 20221
WFCPRL WELLS FARGO CO NEW PER...110.01%0.01%0.01%Q4 2022Q4 20221
ADBE ADOBE SYSTEMS INCORPOR...110.01%0.01%0.01%Q4 2022Q4 20221
IBM INTERNATIONAL BUSINESS...110.01%0.01%0.01%Q4 2022Q4 20221
DIMENSIONAL US MARKETW...110.01%0.01%0.01%Q4 2022Q4 20221
NOC NORTHROP GRUMMAN CORP COM110.01%0.01%0.01%Q4 2022Q4 20221
PSN PARSONS CORP DEL COM110.01%0.01%0.01%Q4 2022Q4 20221
DD DUPONT DE NEMOURS INC COM110.01%0.01%0.01%Q4 2022Q4 20221
PM PHILIP MORRIS INTL INC...110.01%0.01%0.01%Q4 2022Q4 20221
PAYC PAYCOM SOFTWARE INC COM110.01%0.01%0.01%Q4 2022Q4 20221
DVY ISHARES SELECT DIVIDEN...110.01%0.01%0.01%Q4 2022Q4 20221
VPU VANGUARD UTILITIES ETF110.01%0.01%0.01%Q4 2022Q4 20221
ADP AUTOMATIC DATA PROCESS...110.00%0.00%0.00%Q4 2022Q4 20221
ANTM ELEVANCE HEALTH INC COM110.00%0.00%0.00%Q4 2022Q4 20221
APP APPLOVIN CORP COM CL A110.00%0.00%0.00%Q4 2022Q4 20221
PANW PALO ALTO NETWORKS INC...110.00%0.00%0.00%Q4 2022Q4 20221
MMM 3M CO COM110.00%0.00%0.00%Q4 2022Q4 20221
PNC PNC FINL SVCS GROUP IN...110.00%0.00%0.00%Q4 2022Q4 20221
MCD MCDONALDS CORP COM110.00%0.00%0.00%Q4 2022Q4 20221
RTX RAYTHEON TECHNOLOGIES ...110.00%0.00%0.00%Q4 2022Q4 20221
IUSG ISHARES CORE S&P U.S. ...110.00%0.00%0.00%Q4 2022Q4 20221
CTVA CORTEVA INC COM110.00%0.00%0.00%Q4 2022Q4 20221
CVX CHEVRON CORP NEW COM110.00%0.00%0.00%Q4 2022Q4 20221
DOW DOW INC COM110.00%0.00%0.00%Q4 2022Q4 20221
SCHD SCHWAB US DIVIDEND EQU...110.00%0.00%0.00%Q4 2022Q4 20221
REVELATION BIOSCIENCES...110.00%0.00%0.00%Q4 2022Q4 20221
KO COCA COLA CO COM110.00%0.00%0.00%Q4 2022Q4 20221
LNC LINCOLN NATL CORP IND COM110.00%0.00%0.00%Q4 2022Q4 20221
INTC INTEL CORP COM110.00%0.00%0.00%Q4 2022Q4 20221
MDLZ MONDELEZ INTL INC CL A110.00%0.00%0.00%Q4 2022Q4 20221
MMC MARSH & MCLENNAN COS I...110.00%0.00%0.00%Q4 2022Q4 20221
JNJ JOHNSON & JOHNSON COM110.00%0.00%0.00%Q4 2022Q4 20221
MO ALTRIA GROUP INC COM110.00%0.00%0.00%Q4 2022Q4 20221
AFRM AFFIRM HLDGS INC COM CL A110.00%0.00%0.00%Q4 2022Q4 20221
WFC WELLS FARGO CO NEW COM110.00%0.00%0.00%Q4 2022Q4 20221
AMD ADVANCED MICRO DEVICES...110.00%0.00%0.00%Q4 2022Q4 20221
GOVT ISHARES U.S. TREASURY ...110.00%0.00%0.00%Q4 2022Q4 20221
KYNDRYL HLDGS INC COMM...110.00%0.00%0.00%Q4 2022Q4 20221
BAKKT HOLDINGS INC COM...110.00%0.00%0.00%Q4 2022Q4 20221
MGV VANGUARD MEGA CAP VALU...110.00%0.00%0.00%Q4 2022Q4 20221
SCHZ SCHWAB US AGGREGATE BO...110.00%0.00%0.00%Q4 2022Q4 20221
PLUG PLUG POWER INC COM NEW110.00%0.00%0.00%Q4 2022Q4 20221
VTRS VIATRIS INC COM110.00%0.00%0.00%Q4 2022Q4 20221
CWI SPDR MSCI ACWI EX-US ETF110.00%0.00%0.00%Q4 2022Q4 20221
DBC INVESCO DB COMMODITY I...110.00%0.00%0.00%Q4 2022Q4 20221
BSJQ INVESCO BULLETSHARES 2...110.00%0.00%0.00%Q4 2022Q4 20221
LQD ISHARES IBOXX $ INVEST...110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including SCHWAB U.S. BROAD MARKET ETF, VANGUARD TOTAL STOCK MARKET ETF, and SCHWAB INTERNATIONAL EQUITY ETF, are the highest-conviction holdings of REBALANCE, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by REBALANCE, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that REBALANCE, LLC owns currently or has owned in the past.