Rebalance, LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$1.7B
Holdings
101
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB U.S. BROAD MARKET ETF
Q1 2026: Exited (was 14.96M shares)
22.0%
02
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: Sold 95.7% (746.4k → 32.3k shares)
13.8%
03
$SCHF
SCHWAB INTERNATIONAL EQUITY ETF
Q1 2026: Exited (was 6.88M shares)
9.9%
04
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Q1 2026: Sold 90.3% (1.42M → 137.7k shares)
8.4%
05
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Q1 2026: Sold 99.4% (1.61M → 9.1k shares)
5.9%
06
$VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Q1 2026: Exited (was 1.05M shares)
5.2%
07
$SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
Q1 2026: Exited (was 2.17M shares)
4.2%
08
$USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Q1 2026: Exited (was 1.68M shares)
3.7%
09
$IJR
ISHARES CORE S&P SMALL CAP ETF
Q1 2026: Exited (was 424.1k shares)
3.1%
10
$VNQ
VANGUARD REAL ESTATE ETF
Q1 2026: Exited (was 573.6k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.