Rebalance LLC Portfolio Analysis: June 2026 Changes Revealed

Rebalance, Llc has maintained a strategic focus on equities within its portfolio as of June 30, 2026. The largest allocation remains SCHWAB U.S. BROAD MARKET ETF (SCHB), representing 22.37% of the total value.

The investor's activity this quarter was characterized by selective adjustments across various asset classes:

• SCHWAB U.S. BROAD MARKET ETF (SCHB): Experienced a slight decrease in shares (-2.28%) and value, maintaining its position as the largest holding.
• VANGUARD TOTAL STOCK MARKET ETF (VTI): Also saw share reduction (-5.04%), continuing to hold at approximately 13.64% allocation.
• SCHWAB INTERNATIONAL EQUITY ETF (SCHF): Showed significant growth in both shares (+4.39%) and value, increasing its portfolio weight from previous periods.
• ISHARES CORE U.S. AGGREGATE BOND ETF (AGG): Demonstrated the most substantial increase with a nearly 12% jump in shares and corresponding value growth.

In addition to these major shifts, Rebalance increased its exposure to high-yield corporate bonds:

• ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY): Showed strong positive change in shares (+9.74%) and value.
• VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF (VCIT): Also increased its position significantly during this period.

The investor also made notable adjustments to other equity holdings:

• SCHWAB EMERGING MARKETS EQUITY ETF (SCHE): Increased slightly in allocation, though the change was modest compared to fixed income additions.
• VANGUARD FTSE DEVELOPED MARKETS ETF (VEA): Saw moderate growth (+4.52%) in its position during this quarter.

Conversely, Rebalance reduced or exited several positions:

• ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV): Completely exited the short-term Treasury bond ETF (-35.99%), reducing its exposure to ultra-short duration fixed income.
• ISHARES RUSSELL 1000 GROWTH ETF (IWF): Showed a dramatic increase in shares (+289.56%) and allocation percentage, indicating strong confidence in large-cap growth stocks.

The portfolio also saw minor adjustments to specific corporate bond holdings:

• ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR): Experienced a decrease, reflecting the investor's preference for longer-term bonds.