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Portfolio (Quarterly) Guide ↗

REBALANCE, LLC

· CIK 0001811052
13F Portfolio $1.9B AUM 103 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 37 Added 44 Reduced 10 Exited
Page 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 438.0 $209K 0.01% -309.0 -41.4% $477.57 -12.6%
102 TWST TWIST BIOSCIENCE CORP COM Healthcare 2,000.0 $206K 0.01% NEW $102.88 +49.5%
103 CRWD CROWDSTRIKE HLDGS INC CL A Technology 263.0 $201K 0.01% NEW $190.79 -2.0%
Page 6 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%