RF

rebel Financial Portfolio holdings

AUM $219M
This Quarter Return
+7.74%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$219M
AUM Growth
Cap. Flow
+$219M
Cap. Flow %
100%
Top 10 Hldgs %
45.66%
Holding
62
New
62
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.13%
2 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPYV icon
1
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
$14M 6.36% +266,579 New +$14M
SCHV icon
2
Schwab US Large-Cap Value ETF
SCHV
$13.2B
$13.2M 6.02% +477,459 New +$13.2M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$131B
$13M 5.93% +131,214 New +$13M
VUG icon
4
Vanguard Growth ETF
VUG
$185B
$12.1M 5.53% +27,652 New +$12.1M
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$10.5M 4.8% +136,077 New +$10.5M
CGGR icon
6
Capital Group Growth ETF
CGGR
$15.3B
$9.81M 4.47% +241,232 New +$9.81M
IDEV icon
7
iShares Core MSCI International Developed Markets ETF
IDEV
$21.2B
$7.69M 3.51% +101,168 New +$7.69M
BNDX icon
8
Vanguard Total International Bond ETF
BNDX
$68.3B
$7.32M 3.34% +147,756 New +$7.32M
BWX icon
9
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
$6.28M 2.87% +267,556 New +$6.28M
EAGG icon
10
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$6.21M 2.83% +130,634 New +$6.21M
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$5.92M 2.7% +119,697 New +$5.92M
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$12B
$5.86M 2.67% +85,502 New +$5.86M
IWP icon
13
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$5.54M 2.53% +39,940 New +$5.54M
GRNB icon
14
VanEck Green Bond ETF
GRNB
$139M
$5.21M 2.37% +214,842 New +$5.21M
EBND icon
15
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.06B
$4.93M 2.25% +230,338 New +$4.93M
EMLC icon
16
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
$4.59M 2.09% +181,204 New +$4.59M
SPWO icon
17
SP Funds S&P World ex-US ETF
SPWO
$73.6M
$4.39M 2% +179,919 New +$4.39M
SPDW icon
18
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$4.23M 1.93% +104,466 New +$4.23M
HYLB icon
19
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$4.16M 1.9% +112,614 New +$4.16M
DGS icon
20
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$3.98M 1.81% +71,998 New +$3.98M
SPSK icon
21
SP Funds Dow Jones Global Sukuk ETF
SPSK
$348M
$3.87M 1.76% +212,431 New +$3.87M
VOT icon
22
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$3.87M 1.76% +13,577 New +$3.87M
NULV icon
23
Nuveen ESG Large-Cap Value ETF
NULV
$1.8B
$3.82M 1.74% +91,145 New +$3.82M
EWX icon
24
SPDR S&P Emerging Markets Small Cap ETF
EWX
$718M
$3.65M 1.66% +58,765 New +$3.65M
SCZ icon
25
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$3.57M 1.63% +49,105 New +$3.57M