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Svetlana Kot

Rebalance, Llc

Assets Managed
$1.908B
Holdings
103
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
10.79%(2Q avg: 5.73%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Rebalance, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.908B in assets, with a quarterly growth rate of 10.79% and a 2-quarter average growth rate of 5.73%. The portfolio is managed by Svetlana Kot, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -2.28%
22.37%
$426.826M
14.738M shares@ $28.97 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -5.04%
13.64%
$260.216M
703,210 shares@ $370.05 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 4.4%
10.47%
$199.663M
7.208M shares@ $27.7 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 11.56%
8.46%
$161.246M
1.629M shares@ $98.98 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.53%
6.21%
$118.405M
1.662M shares@ $71.26 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 10.87%
5.18%
$98.682M
1.194M shares@ $82.65 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 5.22%
4.37%
$83.335M
2.298M shares@ $36.27 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Increased 9.75%
3.71%
$70.618M
1.908M shares@ $37.02 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.65%
3.18%
$60.661M
409,017 shares@ $148.31 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 5.04%
3.11%
$59.179M
613,696 shares@ $96.43 avg price

1-10 of 103