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Asset Manager ← All Institutions

REBALANCE, LLC

Q4 2025 · Filed 2026-01-15
Market Value
$1.7B
+3.2%
Holdings
108
+4
New Purchases
7
Added To
58
Closed
3
Reduced
27
Top 10 Concentration
80.3%
Turnover
9.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBDV 0.59% 0.00% +0.59% $10M
SCHF 9.67% 9.13% +0.54% $166M
IBDT 1.09% 0.61% +0.49% $19M
SCHB 22.94% 22.46% +0.48% $392M
IBTK 0.30% 0.01% +0.29% $5M
VEA 5.88% 5.74% +0.14% $101M
IBTI 0.35% 0.24% +0.10% $6M
AGG 8.29% 8.20% +0.09% $142M
IBTH 0.35% 0.28% +0.07% $6M
IBDS 1.10% 1.03% +0.07% $19M
IBHH 0.06% 0.00% +0.06% $1M
IBDR 1.09% 1.03% +0.06% $19M
IBTG 0.35% 0.28% +0.06% $6M
IBTJ 0.33% 0.28% +0.05% $6M
IAU 0.07% 0.05% +0.02% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBDQ 0.00% 1.03% -1.03% $0
USHY 3.67% 4.07% -0.40% $63M
IBTF 0.00% 0.28% -0.28% $0
VTI 14.63% 14.90% -0.27% $250M
VNQ 2.97% 3.21% -0.25% $51M
SGOV 0.40% 0.53% -0.13% $7M
VYM 1.61% 1.72% -0.11% $27M
IWD 0.42% 0.53% -0.10% $7M
BIL 0.02% 0.12% -0.10% $404K
VWO 2.08% 2.17% -0.09% $36M
IWF 0.52% 0.60% -0.08% $9M
IBHE 0.00% 0.07% -0.07% $0
SCZ 0.03% 0.08% -0.05% $551K
PRTH 0.13% 0.17% -0.04% $2M
VYMI 0.50% 0.54% -0.04% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $395M 23.1%
Large Cap 53 $1.2B 69.8%
Mid Cap 10 $96M 5.6%
Small Cap 13 $26M 1.5%

Portfolio Analytics

Avg Market Cap
$422.1B
Median Market Cap
$68.8B
Avg P/E
27.7
Median P/E
25.6
Avg Dividend Yield
0.01%
Avg Beta
0.87
# Stocks
30
# ETFs / Funds
78

Top Holdings (108 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHB 22.94% 14,963,211 $392M $26.23 $20M +483,144 +3.3%
2 VTI 14.63% 746,351 $250M $335.27 $3M -6,208 -0.8%
3 SCHF 9.67% 6,884,573 $166M $24.04 $14M +383,158 +5.9%
4 AGG 8.29% 1,419,940 $142M $99.88 $6M +63,912 +4.7%
5 VEA 5.88% 1,611,305 $101M $62.47 $5M +22,344 +1.4%
6 VCIT 5.13% 1,047,605 $88M $83.75 $3M +38,830 +3.9%
7 SCHE 4.15% 2,167,937 $71M $32.75 $2M +92,510 +4.5%
8 USHY 3.67% 1,680,454 $63M $37.39 -$5M -105,716 -5.9%
9 IJR 2.98% 424,136 $51M $120.18 $1M +7,450 +1.8%
10 VNQ 2.97% 573,616 $51M $88.49 -$3M -9,149 -1.6%
11 VWO 2.08% 661,142 $36M $53.76 -$411K -2,462 -0.4%
12 VYM 1.61% 191,581 $27M $143.52 -$1M -10,669 -5.3%
13 IBDS 1.10% 772,355 $19M $24.28 $2M +71,100 +10.1%
14 IBDR 1.09% 772,737 $19M $24.23 $2M +70,108 +10.0%
15 IBDT 1.09% 734,069 $19M $25.45 $9M +340,113 +86.3%
16 BND 0.93% 213,877 $16M $74.07 $378K +5,946 +2.9%
17 IBDU 0.60% 435,397 $10M $23.41 $128K +6,662 +1.6%
18 IBDV 0.59% 459,388 $10M $22.07 +459,388 NEW
19 IWV 0.56% 24,696 $10M $386.86 $212K +44 +0.2%
20 IGIB 0.52% 165,190 $9M $53.88 $129K +3,028 +1.9%
21 IWF 0.52% 18,771 $9M $473.30 -$1M -2,566 -12.0%
22 VYMI 0.50% 95,950 $9M $90.00 -$359K -10,266 -9.7%
23 IWD 0.42% 34,508 $7M $210.34 -$1M -8,416 -19.6%
24 HYG 0.42% 89,270 $7M $80.63 $99K +1,838 +2.1%
25 SGOV 0.40% 67,334 $7M $100.38 -$2M -19,767 -22.7%
26 IBTH 0.35% 267,135 $6M $22.47 $1M +59,008 +28.4%
27 IBTI 0.35% 264,893 $6M $22.36 $2M +85,759 +47.9%
28 IBTG 0.35% 258,063 $6M $22.87 $1M +53,739 +26.3%
29 IBTJ 0.33% 255,822 $6M $21.94 $1M +46,663 +22.3%
30 SCHP 0.31% 200,692 $5M $26.49 -$106K -523 -0.3%
31 SPY 0.31% 7,702 $5M $681.95 $123K +2 +0.0%
32 IBTK 0.30% 259,748 $5M $19.85 $5M +248,365 +2181.9%
33 IYR 0.25% 45,438 $4M $93.89 -$321K -1,815 -3.8%
34 IJH 0.23% 60,667 $4M $66.00 $53K +121 +0.2%
35 VSS 0.23% 27,869 $4M $143.33 $22K
36 BRK-B 0.23% 7,876 $4M $502.65 -$1K -1 -0.0%
37 IWM 0.20% 14,173 $3M $246.16 -$113K -715 -4.8%
38 VB 0.17% 11,547 $3M $257.95 $41K -5 -0.0%
39 VIOO 0.17% 26,581 $3M $110.96 $65K +467 +1.8%
40 AAPL 0.17% 10,491 $3M $271.86 $287K +418 +4.2%
41 VOO 0.16% 4,244 $3M $627.14 -$14K -125 -2.9%
42 VBR 0.15% 12,287 $3M $211.78 $39K +7 +0.1%
43 GLD 0.14% 6,253 $2M $396.31 $144K -314 -4.8%
44 RWR 0.14% 23,512 $2M $98.23 $21K +695 +3.0%
45 PRTH 0.13% 404,114 $2M $5.45 -$574K
46 MSFT 0.12% 4,358 $2M $483.58 $18K +323 +8.0%
47 IVV 0.11% 2,833 $2M $684.83 $59K +22 +0.8%
48 IEFA 0.11% 20,892 $2M $89.46 $78K +375 +1.8%
49 VPL 0.10% 19,267 $2M $90.40 $57K +91 +0.5%
50 PHYS 0.10% 52,268 $2M $33.02 $178K
51 VGK 0.10% 20,591 $2M $83.61 $94K +191 +0.9%
52 VV 0.10% 5,449 $2M $314.80 $53K +49 +0.9%
53 VBK 0.10% 5,668 $2M $302.10 $18K -24 -0.4%
54 SDY 0.09% 11,606 $2M $139.16 $51K +439 +3.9%
55 IAU 0.07% 14,709 $1M $81.17 $353K +3,155 +27.3%
56 EFA 0.07% 12,138 $1M $96.03 $47K +160 +1.3%
57 EEMS 0.07% 16,666 $1M $67.48 -$131K -1,816 -9.8%
58 IWS 0.07% 7,908 $1M $141.05 $146K +965 +13.9%
59 IBHG 0.07% 49,932 $1M $22.32 $24K +1,431 +3.0%
60 IBHF 0.07% 48,254 $1M $23.08 $21K +1,539 +3.3%
61 IBHH 0.06% 46,661 $1M $23.68 +46,661 NEW
62 IWP 0.06% 7,848 $1M $136.94 -$41K +17 +0.2%
63 IBM 0.06% 3,610 $1M $296.21 $51K
64 XLF 0.05% 16,701 $915K $54.77 $18K +57 +0.3%
65 VEU 0.05% 11,954 $879K $73.56 $26K
66 ORCL 0.05% 4,206 $820K $194.91 -$312K +180 +4.5%
67 XLK 0.05% 5,627 $810K $143.98 -$28K +2,655 +89.3%
68 NVDA 0.05% 4,277 $798K $186.51 $208K +1,114 +35.2%
69 EWJ 0.04% 8,945 $722K $80.74 $84K +994 +12.5%
70 DFAC 0.04% 16,996 $673K $39.59 $19K +39 +0.2%
71 LLY 0.04% 584 $628K $1,074.68 $183K +1 +0.2%
72 CSCO 0.04% 7,947 $612K $77.03 $48K -297 -3.6%
73 JPM 0.03% 1,783 $575K $322.22 $21K +27 +1.5%
74 AXP 0.03% 1,525 $564K $369.95 $38K -60 -3.8%
75 SCZ 0.03% 7,106 $551K $77.52 -$773K -10,152 -58.8%
76 PG 0.03% 3,581 $513K $143.31 -$32K +35 +1.0%
77 CAT 0.03% 841 $482K $572.87 $109K +60 +7.7%
78 EEM 0.03% 8,505 $465K $54.71 $11K
79 ROK 0.03% 1,122 $436K $389.01 $59K +41 +3.8%
80 DFUS 0.03% 5,853 $434K $74.18 -$22K -443 -7.0%
81 GOOGL 0.02% 1,316 $412K $313.00 $141K +200 +17.9%
82 BIL 0.02% 4,426 $404K $91.39 -$2M -17,018 -79.4%
83 AMZN 0.02% 1,745 $403K $230.82 $75K +253 +17.0%
84 WSM 0.02% 2,180 $389K $178.59 -$37K
85 XLV 0.02% 2,496 $386K $154.78 $40K +10 +0.4%
86 VT 0.02% 2,614 $369K $141.04 $16K +51 +2.0%
87 XOM 0.02% 2,834 $341K $120.34 $33K +100 +3.7%
88 VUG 0.02% 648 $316K $488.15 -$285K -605 -48.3%
89 LOW 0.02% 1,300 $314K $241.16 -$630 +50 +4.0%
90 JNJ 0.02% 1,420 $294K $206.91 $44K +72 +5.3%
91 GOOG 0.02% 883 $277K $313.80 $62K
92 VGT 0.02% 358 $270K $754.50 $3K
93 QQQ 0.02% 425 $261K $614.31 $49K +71 +20.1%
94 AVGO 0.01% 737 $255K $346.10 +737 NEW
95 KO 0.01% 3,599 $252K $69.91 $13K
96 VTV 0.01% 1,237 $236K $190.98 -$108K -606 -32.9%
97 CVX 0.01% 1,500 $229K $152.41 -$4K
98 TSM 0.01% 747 $227K $303.89 +747 NEW
99 IBTL 0.01% 11,028 $226K $20.53 -$529 -2 -0.0%
100 IBTM 0.01% 9,694 $224K $23.07 +9,694 NEW

New Positions

SymbolValue% Port
IBDV $10M 0.59%
IBHH $1M 0.06%
AVGO $255K 0.01%
TSM $227K 0.01%
IBTM $224K 0.01%
NVS $207K 0.01%
LHX $201K 0.01%

Sold Out Positions

SymbolValue% Port
IBDQ —%
IBHE —%
IBTF —%
View SEC EDGAR Filings for REBALANCE, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms