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William P Ratcliff

Rebel Financial Llc

Assets Managed
$230.613M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-1.46%(2Q avg: 0.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rebel Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Rebel Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 230.613M in assets, with a quarterly growth rate of -1.46% and a 2-quarter average growth rate of 0.29%. The portfolio is managed by William P Ratcliff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 1.41%
6.86%
$15.802M
279,279 shares@ $56.59 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.26%
6.04%
$13.917M
140,193 shares@ $99.27 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -4.57%
5.92%
$13.639M
447,195 shares@ $30.5 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 7.04%
5.16%
$11.899M
154,175 shares@ $77.18 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.94%
4.55%
$10.47M
23,971 shares@ $436.79 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 2.07%
4.23%
$9.751M
242,614 shares@ $40.2 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Decreased -0.75%
3.63%
$8.352M
173,825 shares@ $48.06 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -1.05%
3.58%
$8.251M
98,737 shares@ $83.57 avg price
BWX
Spdr Bloomberg Int Treasury
Recent Activity
Increased 5.24%
2.81%
$6.457M
294,183 shares@ $21.96 avg price
EAGG
Ishares Esg Aware Us Aggrega
Recent Activity
Increased 1.01%
2.69%
$6.203M
130,444 shares@ $47.56 avg price

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