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Svetlana Kot

Rebalance, Llc

Assets Managed
$1.722B
Holdings
101
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
0.67%(2Q avg: 1.94%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rebalance, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Rebalance, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.722B in assets, with a quarterly growth rate of 0.67% and a 2-quarter average growth rate of 1.94%. The portfolio is managed by Svetlana Kot, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 0.8%
21.99%
$378.57M
15.082M shares@ $25.11 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.77%
13.8%
$237.578M
740,556 shares@ $320.81 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.3%
9.93%
$170.89M
6.905M shares@ $24.76 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.85%
8.42%
$144.964M
1.46M shares@ $99.28 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.32%
5.92%
$101.88M
1.59M shares@ $64.08 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.81%
5.18%
$89.119M
1.077M shares@ $82.75 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 0.76%
4.18%
$71.976M
2.184M shares@ $32.95 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Increased 3.44%
3.72%
$64.037M
1.738M shares@ $36.84 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.1%
3.07%
$52.773M
424,530 shares@ $124.31 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 1.87%
3.01%
$51.827M
584,295 shares@ $88.71 avg price

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