$1.03 Billion is the total value of REBALANCE, LLC's 75 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | 4 | Q3 2023 | 17.6% |
| VANGUARD TOTAL STOCK MARKET ETF | 4 | Q3 2023 | 14.2% |
| SCHWAB INTERNATIONAL EQUITY ETF | 4 | Q3 2023 | 9.0% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 4 | Q3 2023 | 7.3% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 4 | Q3 2023 | 7.0% |
| VANGUARD REAL ESTATE ETF | 4 | Q3 2023 | 6.1% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 4 | Q3 2023 | 6.0% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 4 | Q3 2023 | 6.9% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 4 | Q3 2023 | 4.7% |
| SCHWAB EMERGING MARKETS EQUITY ETF | 4 | Q3 2023 | 3.7% |
View REBALANCE, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-27 |
View REBALANCE, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.