Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REBALANCE LLC | 04-22-2024 | 03-31-2024 | 88 | 1,217,144,046 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | ETF | 1 | $219,827,573 | 3,600,779 | 0.02 | 0.02 | 31,142 | 0.87 | 03-31-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 2 | $175,852,875 | 676,617 | 0.01 | 0.01 | 3,083 | 0.46 | 03-31-2024 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 3 | $108,503,209 | 2,780,708 | 0.01 | 0.01 | 5,205 | 0.19 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 4 | $82,605,188 | 1,646,506 | 0.01 | 0.01 | 31,982 | 1.98 | 03-31-2024 |
