RF

rebel Financial Portfolio holdings

AUM $229M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$13.2M
3 +$13M
4
VUG icon
Vanguard Growth ETF
VUG
+$12.1M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.13%
2 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYV icon
1
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.3B
$14M 6.36%
+266,579
SCHV icon
2
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$13.2M 6.02%
+477,459
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$133B
$13M 5.93%
+131,214
VUG icon
4
Vanguard Growth ETF
VUG
$204B
$12.1M 5.53%
+27,652
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$10.5M 4.8%
+136,077
CGGR icon
6
Capital Group Growth ETF
CGGR
$17B
$9.81M 4.47%
+241,232
IDEV icon
7
iShares Core MSCI International Developed Markets ETF
IDEV
$22.6B
$7.69M 3.51%
+101,168
BNDX icon
8
Vanguard Total International Bond ETF
BNDX
$69.9B
$7.32M 3.34%
+147,756
BWX icon
9
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.37B
$6.28M 2.87%
+267,556
EAGG icon
10
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.22B
$6.21M 2.83%
+130,634
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$5.92M 2.7%
+119,697
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$13.9B
$5.86M 2.67%
+85,502
IWP icon
13
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$5.54M 2.53%
+39,940
GRNB icon
14
VanEck Green Bond ETF
GRNB
$145M
$5.21M 2.37%
+214,842
EBND icon
15
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$4.93M 2.25%
+230,338
EMLC icon
16
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.82B
$4.59M 2.09%
+181,204
SPWO icon
17
SP Funds S&P World ex-US ETF
SPWO
$82M
$4.39M 2%
+179,919
SPDW icon
18
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$4.23M 1.93%
+104,466
HYLB icon
19
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.88B
$4.16M 1.9%
+112,614
DGS icon
20
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.65B
$3.98M 1.81%
+71,998
SPSK icon
21
SP Funds Dow Jones Global Sukuk ETF
SPSK
$377M
$3.87M 1.76%
+212,431
VOT icon
22
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$3.87M 1.76%
+13,577
NULV icon
23
Nuveen ESG Large-Cap Value ETF
NULV
$1.87B
$3.82M 1.74%
+91,145
EWX icon
24
SPDR S&P Emerging Markets Small Cap ETF
EWX
$785M
$3.65M 1.66%
+58,765
SCZ icon
25
iShares MSCI EAFE Small-Cap ETF
SCZ
$11B
$3.57M 1.63%
+49,105