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rebel Financial LLC

Portfolio Manager
rebel Financial LLC
Performance
-1.43% (2026 Q1)
AUM (13F)
$230.61M
# of Holdings
65
Performance Rank
Allocation (Top 20)
67.26%

rebel Financial LLC Holdings Map

Top 50 rebel Financial LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYV
SPDR SERIES TRUST
6.85%279.3K$15.8M
+1.40%(+3.86K)
2025-Q1: 0 shares2025-Q2: 266.6K shares2025-Q3: 0 shares2025-Q4: 275.4K shares2026-Q1: 279.3K shares
$51.70(+16.40%)
2026-03-31
AGG
ISHARES TR
6.03%140.2K$13.9M
-1.26%(-1.79K)
2025-Q1: 0 shares2025-Q2: 131.2K shares2025-Q3: 0 shares2025-Q4: 142.0K shares2026-Q1: 140.2K shares
$99.05(-0.38%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
5.91%447.2K$13.6M
-4.58%(-21.45K)
2025-Q1: 0 shares2025-Q2: 477.5K shares2025-Q3: 0 shares2025-Q4: 468.6K shares2026-Q1: 447.2K shares
$27.03(+21.51%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
5.16%154.2K$11.9M
+7.04%(+10.13K)
2025-Q1: 0 shares2025-Q2: 136.1K shares2025-Q3: 0 shares2025-Q4: 144.0K shares2026-Q1: 154.2K shares
$76.97(-0.46%)
2026-03-31
VUG
VANGUARD INDEX FDS
4.54%24.0K$10.5M
-1.95%(-476)
2025-Q1: 0 shares2025-Q2: 27.7K shares2025-Q3: 0 shares2025-Q4: 24.4K shares2026-Q1: 24.0K shares
$67.40(+29.83%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
4.23%242.6K$9.8M
+2.07%(+4.92K)
2025-Q1: 0 shares2025-Q2: 241.2K shares2025-Q3: 0 shares2025-Q4: 237.7K shares2026-Q1: 242.6K shares
$37.57(+23.31%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
3.62%173.8K$8.4M
-0.75%(-1.32K)
2025-Q1: 0 shares2025-Q2: 147.8K shares2025-Q3: 0 shares2025-Q4: 175.1K shares2026-Q1: 173.8K shares
$49.12(-2.49%)
2026-03-31
IDEV
ISHARES TR
3.58%98.7K$8.3M
-1.06%(-1.05K)
2025-Q1: 0 shares2025-Q2: 101.2K shares2025-Q3: 0 shares2025-Q4: 99.8K shares2026-Q1: 98.7K shares
$72.74(+23.10%)
2026-03-31
BWX
SPDR SERIES TRUST
2.8%294.2K$6.5M
+5.24%(+14.64K)
2025-Q1: 0 shares2025-Q2: 267.6K shares2025-Q3: 0 shares2025-Q4: 279.5K shares2026-Q1: 294.2K shares
$22.65(-2.39%)
2026-03-31
EAGG
ISHARES TR
2.69%130.4K$6.2M
+1.00%(+1.30K)
2025-Q1: 0 shares2025-Q2: 130.6K shares2025-Q3: 0 shares2025-Q4: 129.1K shares2026-Q1: 130.4K shares
$47.45(-0.41%)
2026-03-31

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