Rebalance, LLC 13F 持仓 · 2026年Q2
Rebalance 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 19.08 亿美元。前几大持仓：SCHB（22.37%）、VTI（13.64%）、SCHF（10.46%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $426.8M | 22.37% | 14.7M | 减持 |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $260.2M | 13.64% | 703,210 | 减持 |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $199.7M | 10.46% | 7.2M | 增持 |
| 4 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $161.2M | 8.45% | 1.6M | 增持 |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $118.4M | 6.21% | 1.7M | 增持 |
| 6 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $98.7M | 5.17% | 1.2M | 增持 |
| 7 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $83.3M | 4.37% | 2.3M | 增持 |
| 8 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $70.6M | 3.70% | 1.9M | 增持 |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $60.7M | 3.18% | 409,017 | 减持 |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | $59.2M | 3.10% | 613,696 | 增持 |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $41.7M | 2.19% | 699,190 | 增持 |
| 12 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $29.6M | 1.55% | 187,487 | 减持 |
| 13 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $20.2M | 1.06% | 200,771 | 减持 |
| 14 | BND | VANGUARD TOTAL BOND MARKET ETF | $18.2M | 0.96% | 248,432 | 增持 |
| 15 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $17.3M | 0.91% | 714,290 | 减持 |
| 16 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $17.3M | 0.90% | 711,980 | 减持 |
| 17 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $17.2M | 0.90% | 682,885 | 减持 |
| 18 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $11.1M | 0.58% | 113,432 | 增持 |
| 19 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $10.6M | 0.56% | 458,533 | 增持 |
| 20 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.6M | 0.55% | 483,987 | 增持 |
| 21 | IWV | ISHARES RUSSELL 3000 ETF | $10.3M | 0.54% | 24,185 | 减持 |
| 22 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $10.1M | 0.53% | 189,127 | 增持 |
| 23 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $9.1M | 0.48% | 73,190 | 增持 |
| 24 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.4M | 0.44% | 34,593 | 减持 |
| 25 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $7.5M | 0.39% | 93,502 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR