Institutional Fund
Rebalance, LLC
Palo Alto, CACIK 18110525 filings on record
Portfolio Value
$1.72B
Q1 2026
Holdings
101
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.7%
from $1.71B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr22.0%
- Vanguard Index Fds13.8%
- Schwab Strategic Tr9.9%
- Ishares Tr8.4%
- Vanguard Tax-Managed Fds5.9%
- Vanguard Scottsdale Fds5.2%
- Other34.8%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 15.08M | $378.57M | 22.0% | +119.3K | Added |
| 2 | Vanguard Index Fds | 740.6K | $237.58M | 13.8% | −5.8K | Reduced |
| 3 | Schwab Strategic Tr | 6.90M | $170.89M | 9.9% | +20.1K | Added |
| 4 | Ishares Tr | 1.46M | $144.96M | 8.4% | +40.4K | Added |
| 5 | Vanguard Tax-Managed Fds | 1.59M | $101.88M | 5.9% | −21.4K | Reduced |
| 6 | Vanguard Scottsdale Fds | 1.08M | $89.12M | 5.2% | +29.4K | Added |
| 7 | Schwab Strategic Tr | 2.18M | $71.98M | 4.2% | +16.5K | Added |
| 8 | Ishares Tr | 1.74M | $64.04M | 3.7% | +57.8K | Added |
| 9 | Ishares Tr | 424.5K | $52.77M | 3.1% | +394 | Added |
| 10 | Vanguard Index Fds | 584.3K | $51.83M | 3.0% | +10.7K | Added |
91 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio