13F Filings History of REBALANCE, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$1,710,926,408
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 106 stock holdings with total value $1,710,926,408 as of Q4 2025. Top holdings included SCHB, VTI, SCHF, AGG, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $1,710,926,408 +$74,654,237 -$40,777,024 +$33,877,213 SCHB, VTI, SCHF, AGG, VEA 13F-HR 15 Jan 2026, 10:26
Q3 2025 102 $1,657,738,452 +$111,110,266 -$7,150,968 +$103,959,298 SCHB, VTI, SCHF, AGG, VEA 13F-HR 16 Oct 2025, 11:40
Q2 2025 96 $1,471,803,351 +$79,697,797 -$60,561,160 +$19,136,637 SCHB, VTI, SCHF, AGG, VEA 13F-HR 16 Jul 2025, 12:43
Q1 2025 92 $1,358,094,488 +$41,341,473 -$13,833,452 +$27,508,021 SCHB, VTI, SCHF, AGG, VEA 13F-HR 17 Apr 2025, 11:51
Q4 2024 98 $1,338,050,221 +$290,443,161 -$46,945,786 +$243,497,375 SCHB, VTI, AGG, SCHF, VEA 13F-HR 07 Feb 2025, 15:27
Q3 2024 93 $1,364,990,902 +$44,379,322 -$6,256,074 +$38,123,248 SCHB, VTI, SCHF, AGG, VNQ 13F-HR 22 Oct 2024, 12:19
Q2 2024 85 $1,242,803,621 +$73,292,293 -$54,373,413 +$18,918,880 SCHB, VTI, AGG, SCHF, VEA 13F-HR 12 Jul 2024, 10:29
Q1 2024 88 $1,217,144,046 +$25,882,804 -$3,702,126 +$22,180,678 SCHB, VTI, SCHF, VEA, AGG 13F-HR 22 Apr 2024, 10:57
Q4 2023 88 $1,147,688,579 +$56,863,669 -$31,375,338 +$25,488,331 SCHB, VTI, SCHF, AGG, VEA 13F-HR 06 Feb 2024, 10:15
Q3 2023 75 $1,028,178,143 +$17,088,987 -$817,754 +$16,271,233 SCHB, VTI, SCHF, AGG, VEA 13F-HR 02 Nov 2023, 13:57
Q2 2023 74 $1,054,603,367 +$109,647,798 -$93,773,472 +$15,874,326 SCHB, VTI, SCHF, AGG, VEA 13F-HR 04 Aug 2023, 15:56
Q1 2023 73 $1,011,325,159 +$21,201,982 -$14,075,361 +$7,126,621 SCHB, VTI, SCHF, VEA, VYM 13F-HR 03 May 2023, 12:16
Q4 2022 140 $963,553,050 $0 $0 $0 SCHB, VTI, SCHF, VEA, VYM 13F-HR 27 Feb 2023, 14:12