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Portfolio (Quarterly) Guide ↗

REBALANCE, LLC

· CIK 0001811052
13F Portfolio $1.7B AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 102 New
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 2,180.0 $426K 0.03% NEW $195.45 -1.5%
82 ROK ROCKWELL AUTOMATION INC COM Industrials 1,081.0 $378K 0.02% NEW $349.47 +29.4%
83 CAT CATERPILLAR INC COM Industrials 781.0 $373K 0.02% NEW $477.15 +84.4%
84 VT VANGUARD TOTAL WORLD STOCK ETF 2,563.0 $353K 0.02% NEW $137.79 +12.9%
85 XLV HEALTH CARE SELECT SECTOR SPDR FUND 2,486.0 $346K 0.02% NEW $139.17 +7.7%
86 VTV VANGUARD VALUE ETF 1,843.0 $344K 0.02% NEW $186.52 +13.1%
87 AMZN AMAZON COM INC COM Consumer Cyclical 1,492.0 $328K 0.02% NEW $219.57 +21.3%
88 LOW LOWES COS INC COM Consumer Cyclical 1,250.0 $314K 0.02% NEW $251.31 -14.4%
89 XOM EXXON MOBIL CORP COM Energy 2,734.0 $308K 0.02% NEW $112.75 +37.4%
90 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,116.0 $271K 0.02% NEW $243.10 +57.5%
91 VGT VANGUARD INFORMATION TECHNOLOGY ETF 358.0 $268K 0.02% NEW $747.34 -84.5%
92 JNJ JOHNSON & JOHNSON COM Healthcare 1,348.0 $250K 0.01% NEW $185.47 +26.3%
93 KO COCA COLA CO COM Consumer Defensive 3,599.0 $239K 0.01% NEW $66.32 +22.9%
94 CVX CHEVRON CORP NEW COM Energy 1,500.0 $233K 0.01% NEW $155.29 +23.3%
95 AMP AMERIPRISE FINL INC COM Financial Services 472.0 $232K 0.01% NEW $491.25 -7.9%
96 ISHARES IBONDS DEC 2031 TERM TREASURY ETF 11,030.0 $227K 0.01% NEW $20.57
97 ISHARES IBONDS DEC 2030 TERM TREASURY ETF 11,383.0 $226K 0.01% NEW $19.88
98 GOOG ALPHABET INC CAP STK CL C Communication Services 883.0 $215K 0.01% NEW $243.55 +55.8%
99 QQQ INVESCO QQQ TRUST SERIES I Financial Services 354.0 $213K 0.01% NEW $600.37 +19.5%
100 GD GENERAL DYNAMICS CORP COM Industrials 614.0 $209K 0.01% NEW $341.00 +0.6%
Page 5 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.4%
Technology 40.0%
Consumer Cyclical 4.0%
Consumer Defensive 3.7%
Industrials 3.6%
Healthcare 2.6%
Energy 2.0%
Communication Services 1.8%