Rebalance, Llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 16, 2025
Value $
$1.47B
Signature - Title
Svetlana Kot - VP Finance and Operations
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by Rebalance, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rebalance, Llc reported 96 stock holdings with total value $1.47B as of Q2 2025. Top holdings included SCHB, VTI, SCHF, AGG, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 96 $1.47B +$79.7M -$60.6M +$19.1M SCHB, VTI, SCHF, AGG, VEA 13F-HR 7/16/2025, 12:43 PM
Q1 2025 92 $1.36B +$41.3M -$13.8M +$27.5M SCHB, VTI, SCHF, AGG, VEA 13F-HR 4/17/2025, 11:51 AM
Q4 2024 98 $1.34B +$290M -$46.9M +$243M SCHB, VTI, AGG, SCHF, VEA 13F-HR 2/7/2025, 03:27 PM
Q3 2024 93 $1.36B +$44.4M -$6.26M +$38.1M SCHB, VTI, SCHF, AGG, VNQ 13F-HR 10/22/2024, 12:19 PM
Q2 2024 85 $1.24B +$73.3M -$54.4M +$18.9M SCHB, VTI, AGG, SCHF, VEA 13F-HR 7/12/2024, 10:29 AM
Q1 2024 88 $1.22B +$25.9M -$3.7M +$22.2M SCHB, VTI, SCHF, VEA, AGG 13F-HR 4/22/2024, 10:57 AM
Q4 2023 88 $1.15B +$56.9M -$31.4M +$25.5M SCHB, VTI, SCHF, AGG, VEA 13F-HR 2/6/2024, 10:15 AM
Q3 2023 75 $1.03B +$17.1M -$818K +$16.3M SCHB, VTI, SCHF, AGG, VEA 13F-HR 11/2/2023, 01:57 PM
Q2 2023 74 $1.05B +$110M -$93.2M +$16.5M SCHB, VTI, SCHF, AGG, VEA 13F-HR 8/4/2023, 03:56 PM
Q1 2023 73 $1.01B +$21.2M -$2.72M +$18.5M SCHB, VTI, SCHF, VEA, VYM 13F-HR 5/3/2023, 12:16 PM
Q4 2022 137 $964M SCHB, VTI, SCHF, VEA, VYM 13F-HR 2/27/2023, 01:12 PM