RF

rebel Financial Portfolio holdings

AUM $231M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.2M
3
+$13.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$11.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.14%
2 Industrials 0.14%
3 Utilities 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYV icon
1
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.6B
$15.6M 6.69%
+275,418
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$135B
$14.2M 6.06%
+141,986
SCHV icon
3
Schwab US Large-Cap Value ETF
SCHV
$15.2B
$13.9M 5.93%
+468,644
VUG icon
4
Vanguard Growth ETF
VUG
$35.3B
$11.9M 5.1%
+146,682
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$11.2M 4.79%
+144,040
CGGR icon
6
Capital Group Growth ETF
CGGR
$22.1B
$10.6M 4.52%
+237,698
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$77.7B
$8.46M 3.62%
+175,141
IDEV icon
8
iShares Core MSCI International Developed Markets ETF
IDEV
$29.3B
$8.23M 3.52%
+99,792
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$23.5B
$6.35M 2.71%
+82,407
BWX icon
10
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.53B
$6.3M 2.69%
+279,541
EAGG icon
11
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.7B
$6.18M 2.64%
+129,147
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$6.13M 2.62%
+113,971
GRNB icon
13
VanEck Green Bond ETF
GRNB
$177M
$5.67M 2.42%
+232,929
IWP icon
14
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$5.59M 2.39%
+40,831
EBND icon
15
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.32B
$5.08M 2.17%
+237,905
SPWO icon
16
SP Funds S&P World ex-US ETF
SPWO
$158M
$4.77M 2.04%
+174,674
EMLC icon
17
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.92B
$4.74M 2.03%
+183,684
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.1B
$4.49M 1.92%
+101,204
HYLB icon
19
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.38B
$4.36M 1.86%
+118,492
DGS icon
20
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
$4.04M 1.73%
+70,539
SPSK icon
21
SP Funds Dow Jones Global Sukuk ETF
SPSK
$468M
$3.97M 1.7%
+217,515
EWX icon
22
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$748M
$3.92M 1.67%
+59,634
NULV icon
23
Nuveen ESG Large-Cap Value ETF
NULV
$2.08B
$3.89M 1.66%
+86,244
HLAL icon
24
Wahed FTSE USA Shariah ETF
HLAL
$822M
$3.73M 1.59%
+60,159
VOT icon
25
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$3.7M 1.58%
+13,260
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