Home Stocks Super Investors
Investor

REBALANCE, LLC

Portfolio Total Value

$1,347,895,000.00

Number of Stocks

101

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SCHB $260,391,000.0 19.46%
Added 199.94%
11,471,005 $22.7 $26.09
Added 14.93%
$18.75 $64.77
VTI $187,617,000.0 14.02%
Reduced 1.01%
647,383 $289.81 $333.51
Added 15.08%
$239.86 $302.95
AGG $123,186,000.0 9.21%
Added 4.3%
1,271,269 $96.9 $100.11
Added 3.31%
$94.85 $102.04
SCHF $119,614,000.0 8.94%
Added 110.67%
6,465,650 $18.5 $25.4
Added 37.3%
$18.08 $40.66
VEA $83,659,000.0 6.25%
Added 3.1%
1,749,460 $47.82 $65.97
Added 37.95%
$46.72 $53.4
VNQ $78,791,000.0 5.89%
Reduced 4.6%
884,507 $89.08 $93.62
Added 5.1%
$78.27 $99.58
VCIT $74,795,000.0 5.59%
Added 3.11%
931,797 $80.27 $83.6
Added 4.15%
$77.8 $84.26
USHY $60,704,000.0 4.54%
Added 2.67%
1,650,037 $36.79 $37.07
Added 0.76%
$35.55 $37.72
SCHE $56,293,000.0 4.21%
Added 2.85%
2,113,897 $26.63 $33.84
Added 27.07%
$23.73 $30.25
IJR $43,691,000.0 3.27%
Added 0.5%
379,202 $115.22 $124.79
Added 8.31%
$101.85 $128.61
VWO $32,618,000.0 2.44%
Reduced 0.27%
740,665 $44.04 $55.51
Added 26.04%
$39.43 $49.57
VYM $26,520,000.0 1.98%
Reduced 7.79%
207,857 $127.59 $150.71
Added 18.12%
$111.31 $135.07
BND $15,211,000.0 1.14%
Added 8.91%
211,531 $71.91 $74.22
Added 3.21%
$70.37 $75.67
VYMI $9,385,000.0 0.7%
Reduced 9.73%
138,262 $67.88 $95.56
Added 40.78%
$64.58 $74.28
IGIB $9,080,000.0 0.68%
Added 3.63%
176,278 $51.51 $53.76
Added 4.37%
$49.91 $54.1
IBDS $8,589,000.0 0.64%
No Change
358,509 $23.96 $24.25
Added 1.21%
$23.44 $24.68
IBDQ $8,391,000.0 0.63%
Added 1565.2%
335,005 $25.05 $25.12
Added 0.28%
$24.68 $25.12
IWF $8,313,000.0 0.62%
Reduced 0.09%
20,703 $401.57 $451.37
Added 12.4%
$310.51 $419.53
IBDR $7,854,000.0 0.59%
No Change
326,322 $24.07 $24.2
Added 0.54%
$23.61 $24.68
IWD $7,777,000.0 0.58%
Added 0.73%
42,010 $185.13 $218.07
Added 17.79%
$164.0 $200.42
HYG $7,443,000.0 0.56%
Added 3.11%
94,641 $78.65 $80.04
Added 1.77%
$75.59 $80.37
BSCO $7,413,000.0 0.54%
No Change
351,014 $21.12 $21.12
No Change
$20.89 $21.18
IWV $6,280,000.0 0.47%
Added 0.29%
18,790 $334.24 $384.65
Added 15.08%
$276.42 $349.54
IYR $5,923,000.0 0.44%
Reduced 6.93%
63,653 $93.06 $99.12
Added 6.51%
$81.25 $104.04
IJH $5,072,000.0 0.38%
Reduced 2.18%
81,412 $62.31 $68.57
Added 10.05%
$54.14 $68.33
SPY $4,752,000.0 0.36%
Reduced 7.93%
8,109 $586.07 $677.18
Added 15.55%
$482.86 $609.07
SCHP $4,712,000.0 0.35%
Added 87.13%
182,447 $25.83 $26.82
Added 3.83%
$25.46 $53.11
$4,748,000.0 0.35%
Reduced 42.76%
404,114 $11.75 $nan
Reduced nan%
$nan $nan
BRK.B $3,510,000.0 0.26%
No Change
7,745 $453.28 $nan
Reduced nan%
$nan $nan
IBDT $3,468,000.0 0.26%
No Change
139,288 $24.9 $25.39
Added 1.97%
$24.36 $25.77
IBDU $3,451,000.0 0.26%
No Change
151,380 $22.8 $23.36
Added 2.46%
$22.24 $24.9
RWR $3,451,000.0 0.26%
Added 0.95%
34,915 $98.86 $106.18
Added 7.4%
$85.94 $109.48
VOO $3,375,000.0 0.25%
Added 1.57%
6,264 $538.82 $622.72
Added 15.57%
$443.75 $559.96
VSS $3,190,000.0 0.24%
No Change
27,869 $114.48 $150.49
Added 31.46%
$109.16 $126.8
IWM $3,081,000.0 0.23%
Added 0.4%
13,945 $220.96 $253.36
Added 14.66%
$190.06 $244.98
VB $2,903,000.0 0.22%
Reduced 0.39%
12,082 $240.29 $266.65
Added 10.97%
$205.93 $263.35
AAPL $2,799,000.0 0.21%
Added 2.34%
11,179 $250.43 $260.83
Added 4.15%
$164.08 $260.1
VBR $2,419,000.0 0.18%
Reduced 0.02%
12,207 $198.18 $219.67
Added 10.84%
$173.32 $219.01
EFA $2,269,000.0 0.17%
Added 1.26%
30,017 $75.61 $99.22
Added 31.23%
$73.91 $84.56
BIL $1,884,000.0 0.14%
Added 246.02%
20,616 $91.43 $91.46
Added 0.03%
$91.29 $91.83
VIOO $1,825,000.0 0.14%
Reduced 5.48%
17,217 $106.04 $115.15
Added 8.59%
$93.54 $119.04
MSFT $1,804,000.0 0.13%
Added 15.6%
4,282 $421.5 $405.76
Reduced 3.73%
$385.58 $468.35
BSJO $1,775,000.0 0.13%
No Change
78,161 $22.72 $22.68
Reduced 0.18%
$22.59 $22.82
GLD $1,617,000.0 0.12%
No Change
6,681 $242.13 $477.86
Added 97.36%
$183.78 $257.71
VBK $1,595,000.0 0.12%
Reduced 0.07%
5,698 $280.05 $310.58
Added 10.9%
$233.0 $304.59
VV $1,456,000.0 0.11%
No Change
5,400 $269.7 $311.34
Added 15.44%
$221.94 $280.79
VPL $1,463,000.0 0.11%
Added 7.05%
20,603 $71.04 $100.88
Added 42.0%
$67.57 $79.75
SDY $1,447,000.0 0.11%
Added 0.78%
10,955 $132.1 $150.07
Added 13.6%
$121.52 $144.45
VGK $1,403,000.0 0.1%
Added 1.13%
22,117 $63.47 $84.67
Added 33.4%
$62.46 $72.08
IVV $1,403,000.0 0.1%
Reduced 3.29%
2,383 $588.76 $680.12
Added 15.52%
$485.19 $612.09
EEMS $1,067,000.0 0.08%
Added 2.15%
18,357 $58.14 $70.4
Added 21.09%
$55.4 $64.44
SCZ $1,032,000.0 0.08%
Reduced 22.55%
17,000 $60.75 $80.65
Added 32.76%
$58.79 $68.33
IBHE $1,044,000.0 0.08%
Added 107.76%
45,040 $23.2 $23.16
Reduced 0.17%
$22.95 $23.48
BSCQ $1,043,000.0 0.08%
Reduced 86.89%
53,728 $19.43 $19.56
Added 0.67%
$19.05 $19.64
BSJQ $1,039,000.0 0.08%
Reduced 53.66%
44,660 $23.28 $23.23
Reduced 0.21%
$22.86 $23.58
IWP $989,000.0 0.07%
Added 0.1%
7,811 $126.74 $133.45
Added 5.29%
$101.12 $138.84
IWS $887,000.0 0.07%
Added 0.45%
6,865 $129.33 $147.69
Added 14.2%
$113.55 $140.95
XLK $781,000.0 0.06%
Added 7.87%
3,360 $232.55 $139.76
Reduced 39.9%
$190.75 $241.88
XLF $796,000.0 0.06%
Added 0.42%
16,476 $48.33 $50.06
Added 3.58%
$38.25 $51.62
VNQI $791,000.0 0.06%
Added 5.15%
20,012 $39.56 $47.4
Added 19.82%
$38.01 $47.63
VEU $736,000.0 0.06%
Added 1.37%
12,837 $57.41 $77.22
Added 34.51%
$54.86 $63.81
IBHG $722,000.0 0.05%
No Change
32,481 $22.24 $22.1
Reduced 0.63%
$21.71 $22.93
EMXC $730,000.0 0.05%
No Change
13,174 $55.45 $80.99
Added 46.06%
$53.94 $63.25
BSCT $698,000.0 0.05%
No Change
37,115 $18.81 $18.81
No Change
$17.84 $18.96
ORCL $674,000.0 0.05%
Reduced 0.12%
4,050 $166.64 $149.4
Reduced 10.35%
$106.51 $198.31
BSJS $513,000.0 0.04%
Added 1.85%
23,677 $21.68 $21.89
Added 0.97%
$21.2 $22.45
BSJR $514,000.0 0.04%
Added 1.7%
22,954 $22.4 $22.5
Added 0.45%
$21.82 $22.77
CSCO $488,000.0 0.04%
No Change
8,250 $59.2 $77.7
Added 31.25%
$44.5 $61.33
EWJ $529,000.0 0.04%
Added 1.6%
7,886 $67.1 $86.46
Added 28.85%
$60.62 $73.24
BSCR $505,000.0 0.04%
Reduced 86.85%
25,974 $19.48 $19.72
Added 1.23%
$19.01 $19.84
BSCP $527,000.0 0.04%
Reduced 92.79%
25,557 $20.65 $20.68
Added 0.15%
$20.37 $20.72
AXP $527,000.0 0.04%
Added 12.05%
1,776 $296.79 $303.15
Added 2.14%
$185.73 $319.8
BSCS $502,000.0 0.04%
Reduced 86.48%
24,969 $20.13 $20.55
Added 2.09%
$19.65 $20.7
BSJP $527,000.0 0.04%
Reduced 70.36%
22,884 $23.07 $23.04
Reduced 0.13%
$22.7 $23.23
IBHF $529,000.0 0.04%
No Change
22,892 $23.15 $22.94
Reduced 0.91%
$22.66 $23.41
EEM $482,000.0 0.04%
No Change
11,542 $41.82 $58.68
Added 40.32%
$38.27 $47.44
DFAC $581,000.0 0.04%
No Change
16,818 $34.59 $39.96
Added 15.52%
$29.24 $36.66
PG $594,000.0 0.04%
No Change
3,546 $167.65 $156.01
Reduced 6.94%
$152.06 $180.43
JPM $366,000.0 0.03%
No Change
1,527 $239.71 $288.73
Added 20.45%
$168.86 $264.25
LLY $453,000.0 0.03%
Reduced 1.34%
587 $772.0 $1,001.35
Added 29.71%
$624.68 $972.53
DFUS $398,000.0 0.03%
Added 0.35%
6,249 $63.75 $73.62
Added 15.48%
$52.49 $66.58
AMZN $393,000.0 0.03%
Added 38.91%
1,792 $219.39 $214.33
Reduced 2.31%
$151.61 $235.44
CAT $343,000.0 0.03%
Added 14.79%
947 $362.76 $716.68
Added 97.56%
$288.34 $418.5
CRWD $342,000.0 0.03%
Reduced 14.89%
1,000 $342.16 $436.33
Added 27.52%
$200.81 $398.33
IBM $412,000.0 0.03%
No Change
1,875 $219.86 $250.2
Added 13.8%
$162.62 $239.35
MORT $450,000.0 0.03%
Added 6.33%
42,432 $10.62 $10.54
Reduced 0.75%
$10.19 $12.36
PCG $451,000.0 0.03%
Added 0.05%
22,371 $20.18 $18.22
Reduced 9.71%
$15.94 $21.72
WSM $403,000.0 0.03%
No Change
2,180 $185.18 $188.39
Added 1.73%
$95.77 $210.91
TIP $428,000.0 0.03%
No Change
4,021 $106.56 $111.24
Added 4.39%
$104.67 $111.06
CVX $217,000.0 0.02%
No Change
1,500 $144.84 $186.29
Added 28.62%
$135.37 $167.11
AMP $251,000.0 0.02%
Reduced 2.68%
472 $532.43 $456.16
Reduced 14.32%
$370.12 $577.0
KO $252,000.0 0.02%
No Change
4,059 $62.27 $77.88
Added 25.07%
$57.93 $73.53
JNJ $217,000.0 0.02%
No Change
1,344 $162.08 $243.71
Added 50.36%
$140.68 $168.85
RPM $246,000.0 0.02%
No Change
2,000 $123.06 $102.05
Reduced 17.07%
$103.63 $141.79
ROK $309,000.0 0.02%
No Change
1,083 $285.71 $374.07
Added 30.93%
$242.81 $307.71
PEP $239,000.0 0.02%
No Change
1,575 $152.06 $160.78
Added 5.73%
$141.51 $183.41
LOW $308,000.0 0.02%
No Change
1,250 $246.8 $251.11
Added 1.75%
$209.55 $287.01
VGT $222,000.0 0.02%
No Change
358 $622.39 $731.99
Added 17.61%
$478.25 $648.66
VT $309,000.0 0.02%
Added 4.16%
2,632 $117.48 $143.22
Added 21.91%
$102.84 $123.64
XLV $310,000.0 0.02%
Added 0.45%
2,257 $137.58 $153.15
Added 11.32%
$135.95 $159.64
XOM $319,000.0 0.02%
No Change
2,967 $107.59 $148.13
Added 37.68%
$97.74 $126.34