Portfolio (Quarterly)
Guide ↗
REBALANCE, LLC
· CIK 0001811052| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ROK | ROCKWELL AUTOMATION INC COM | Industrials | 1,122 | $436K | 0.03% | SOLD |
| 2 | XOM | EXXON MOBIL CORP COM | Energy | 2,834 | $341K | 0.02% | SOLD |
| 3 | GOOG | ALPHABET INC CAP STK CL C | — | 883 | $277K | 0.02% | SOLD |
| 4 | QQQ | INVESCO QQQ TRUST SERIES I | Financial Services | 425 | $261K | 0.01% | SOLD |
| 5 | AVGO | BROADCOM INC COM | Technology | 737 | $255K | 0.01% | SOLD |
| 6 | — | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | — | 11,028 | $226K | 0.01% | SOLD |
| 7 | — | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | — | 9,694 | $224K | 0.01% | SOLD |
| 8 | AMP | AMERIPRISE FINL INC COM | Financial Services | 453 | $222K | 0.01% | SOLD |
| 9 | PEP | PEPSICO INC COM | Consumer Defensive | 1,452 | $208K | 0.01% | SOLD |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC COM | Industrials | 685 | $201K | 0.01% | SOLD |
Sector Allocation
Financial Services
41.7%
Technology
38.8%
Healthcare
5.8%
Industrials
4.2%
Consumer Cyclical
4.0%
Consumer Defensive
3.2%
Communication Services
1.3%
Energy
1.0%