rebel Financial

GROVEPORT, OHfiles as rebel Financial LLC

$231m in 65 US stocks at the end of 31 March 2026. The top 10 are 45.4% of the money. It changed about 2.5% of the portfolio this quarter.

Value

$231m

Stocks

Top 10 share

45.4%

Turnover

2.5%

What changed this quarter

New

Bought for the first time this quarter.

Vaneck Ethereum TRETHV
0.1% of the fund
ARK 21shares Bitcoin ETFARKB
0.1% of the fund
Volatility SHS TRSOLZ
<0.1% of the fund
WiproWIT
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBIV
5.2% of the fund
+7%
Capital Group Growth ETFCGGR
4.2% of the fund
+2%
Spdr Series TrustBWX
2.8% of the fund
+5%
Vaneck ETF TrustGRNB
2.5% of the fund
+4%
Ishares TRIWP
2.4% of the fund
+7%
Vaneck ETF TrustEMLC
2.1% of the fund
+4%
Nushares ETF TRNULV
1.8% of the fund
+4%
Franklin Templeton ETF TRFLHY
1.6% of the fund
+6%
J P Morgan Exchange Traded FJGRO
1.5% of the fund
+14%
Dimensional ETF TrustDFCF
1.1% of the fund
+3%
Nushares ETF TRNUHY
1.0% of the fund
+8%
Nushares ETF TRNUBD
0.6% of the fund
+76%
Nushares ETF TRNUMV
0.5% of the fund
+5%
Nushares ETF TRNUMG
0.5% of the fund
+20%
Vanguard Scottsdale FDSVCIT
0.3% of the fund
+11%
Vanguard Scottsdale FDSVMBS
0.3% of the fund
+9%
Schwab Strategic TRSCHR
0.2% of the fund
+11%
United Parcel ServiceUPS
0.1% of the fund
+4%
Vanguard BD Index FDSBND
0.1% of the fund
+11%

Cut

Sold some of their stake.

Schwab Strategic TRSCHV
5.9% of the fund
-5%
American Centy ETF TRAVEM
2.6% of the fund
-11%
Vanguard Intl Equity Index FVWO
2.6% of the fund
-4%
Spdr Index SHS FDSSPDW
1.9% of the fund
-7%
Wisdomtree TRDGS
1.8% of the fund
-5%
Ishares TRSCZ
1.5% of the fund
-4%
Vanguard Index FDSVBR
1.5% of the fund
-3%
IsharesESGE
1.4% of the fund
-10%
Vanguard Index FDSVOE
1.3% of the fund
-4%
Vanguard Index FDSVBK
1.2% of the fund
-3%
Ishares TRESML
1.1% of the fund
-3%
Ishares TRESGD
1.0% of the fund
-5%
Dimensional ETF TrustDFAC
0.5% of the fund
-3%
Dimensional ETF TrustDFAE
0.4% of the fund
-7%
Dimensional ETF TrustDFIC
0.3% of the fund
-5%
Dimensional ETF TrustDFIS
0.2% of the fund
-10%
Ishares TRISCV
0.2% of the fund
-4%
Ishares TRISCG
0.2% of the fund
-2%
Ishares TRIMCV
0.2% of the fund
-5%
Dimensional ETF TrustDFAX
0.1% of the fund
-9%
CIA Energetica de Minas GeraCIG
<0.1% of the fund
-25%

Sold out

Sold their entire stake.

TCW ETF TrustPWRD
-100%
First TR Exchange-Traded FDGRID
-100%
Spdr Index SHS FDSEEMX
-100%
Ishares TRIVV
-100%

Holdings

Spdr Series TrustSPYV
Share
6.9%
Value
$16m
Shares
279,279
Held
Ishares TRAGG
Share
6.0%
Value
$14m
Shares
140,193
Held
Schwab Strategic TRSCHV
Share
5.9%
Value
$14m
Shares
447,195
-5%
Vanguard BD Index FDSBIV
Share
5.2%
Value
$12m
Shares
154,175
+7%
Vanguard Index FDSVUG
Share
4.5%
Value
$10m
Shares
23,971
Held
Capital Group Growth ETFCGGR
Share
4.2%
Value
$10m
Shares
242,614
+2%
Vanguard Charlotte FDSBNDX
Share
3.6%
Value
$8m
Shares
173,825
Held
Ishares TRIDEV
Share
3.6%
Value
$8m
Shares
98,737
Held
Spdr Series TrustBWX
Share
2.8%
Value
$6m
Shares
294,183
+5%
Ishares TREAGG
Share
2.7%
Value
$6m
Shares
130,444
Held
American Centy ETF TRAVEM
Share
2.6%
Value
$6m
Shares
73,492
-11%
Vanguard Intl Equity Index FVWO
Share
2.6%
Value
$6m
Shares
108,997
-4%
Vaneck ETF TrustGRNB
Share
2.5%
Value
$6m
Shares
242,879
+4%
Ishares TRIWP
Share
2.4%
Value
$6m
Shares
43,760
+7%
SP Funds TrustSPWO
Share
2.1%
Value
$5m
Shares
173,896
Held
Spdr Series TrustEBND
Share
2.1%
Value
$5m
Shares
235,679
Held
Vaneck ETF TrustEMLC
Share
2.1%
Value
$5m
Shares
190,178
+4%
Spdr Index SHS FDSSPDW
Share
1.9%
Value
$4m
Shares
94,523
-7%
DBX ETF TRHYLB
Share
1.8%
Value
$4m
Shares
117,138
Held
Nushares ETF TRNULV
Share
1.8%
Value
$4m
Shares
89,316
+4%
Wisdomtree TRDGS
Share
1.8%
Value
$4m
Shares
67,228
-5%
Spdr Index SHS FDSEWX
Share
1.7%
Value
$4m
Shares
60,209
Held
Tidal Trust ISPSK
Share
1.7%
Value
$4m
Shares
219,648
Held
American Centy ETF TRAVUV
Share
1.7%
Value
$4m
Shares
34,596
Held
Franklin Templeton ETF TRFLHY
Share
1.6%
Value
$4m
Shares
156,190
+6%
Listed FDS TRHLAL
Share
1.5%
Value
$4m
Shares
59,825
Held
Ishares TRSCZ
Share
1.5%
Value
$4m
Shares
45,174
-4%
J P Morgan Exchange Traded FJGRO
Share
1.5%
Value
$3m
Shares
40,947
+14%
Vanguard Index FDSVOT
Share
1.5%
Value
$3m
Shares
13,039
Held
Vanguard Index FDSVBR
Share
1.5%
Value
$3m
Shares
15,439
-3%
Tidal Trust ISPUS
Share
1.4%
Value
$3m
Shares
67,249
Held
IsharesESGE
Share
1.4%
Value
$3m
Shares
69,274
-10%
Vanguard Index FDSVOE
Share
1.3%
Value
$3m
Shares
16,027
-4%
Vanguard Index FDSVBK
Share
1.2%
Value
$3m
Shares
9,431
-3%
Dimensional ETF TrustDFCF
Share
1.1%
Value
$3m
Shares
61,800
+3%
Ishares TRESML
Share
1.1%
Value
$3m
Shares
53,515
-3%
Ishares TRESGD
Share
1.0%
Value
$2m
Shares
25,081
-5%
Nushares ETF TRNUHY
Share
1.0%
Value
$2m
Shares
106,653
+8%
Vanguard Index FDSVTV
Share
0.9%
Value
$2m
Shares
10,510
Held
Nushares ETF TRNUBD
Share
0.6%
Value
$1m
Shares
66,482
+76%
Spdr Series TrustSPYG
Share
0.6%
Value
$1m
Shares
13,570
Held
Dimensional ETF TrustDFAC
Share
0.5%
Value
$1m
Shares
30,562
-3%
Nushares ETF TRNUMV
Share
0.5%
Value
$1m
Shares
29,769
+5%
Nushares ETF TRNUMG
Share
0.5%
Value
$1m
Shares
26,028
+20%
Dimensional ETF TrustDFAT
Share
0.4%
Value
$975,365
Shares
15,618
Held
Dimensional ETF TrustDFAE
Share
0.4%
Value
$814,422
Shares
24,053
-7%
Vanguard Scottsdale FDSVCIT
Share
0.3%
Value
$699,233
Shares
8,450
+11%
Vanguard Scottsdale FDSVMBS
Share
0.3%
Value
$697,662
Shares
14,860
+9%
Dimensional ETF TrustDFIC
Share
0.3%
Value
$656,799
Shares
18,486
-5%
Dimensional ETF TrustDFIS
Share
0.2%
Value
$505,645
Shares
15,018
-10%
Ishares TRISCV
Share
0.2%
Value
$453,498
Shares
6,524
-4%
Schwab Strategic TRSCHR
Share
0.2%
Value
$429,312
Shares
17,235
+11%
Ishares TRISCG
Share
0.2%
Value
$380,901
Shares
6,951
-2%
Ishares TRIMCV
Share
0.2%
Value
$371,570
Shares
4,382
-5%
Ishares TRIMCG
Share
0.2%
Value
$361,391
Shares
4,588
Held
United Parcel ServiceUPS
Share
0.1%
Value
$343,052
Shares
3,487
+4%
AppleAAPL
Share
0.1%
Value
$315,716
Shares
1,244
Held
Vanguard BD Index FDSBND
Share
0.1%
Value
$258,272
Shares
3,507
+11%
Vaneck Ethereum TRETHV
Share
0.1%
Value
$257,865
Shares
8,413
New
ARK 21shares Bitcoin ETFARKB
Share
0.1%
Value
$249,266
Shares
11,083
New
Dimensional ETF TrustDFAX
Share
0.1%
Value
$237,229
Shares
6,983
-9%
Dimensional ETF TrustDFSD
Share
0.1%
Value
$237,028
Shares
4,950
Held
Volatility SHS TRSOLZ
Share
<0.1%
Value
$120,844
Shares
14,456
New
WiproWIT
Share
<0.1%
Value
$24,770
Shares
11,684
New
CIA Energetica de Minas GeraCIG
Share
<0.1%
Value
$24,746
Shares
10,354
-25%

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYV	6.9%	$16m	279,279	Held
Ishares TRAGG	6.0%	$14m	140,193	Held
Schwab Strategic TRSCHV	5.9%	$14m	447,195	-5%
Vanguard BD Index FDSBIV	5.2%	$12m	154,175	+7%
Vanguard Index FDSVUG	4.5%	$10m	23,971	Held
Capital Group Growth ETFCGGR	4.2%	$10m	242,614	+2%
Vanguard Charlotte FDSBNDX	3.6%	$8m	173,825	Held
Ishares TRIDEV	3.6%	$8m	98,737	Held
Spdr Series TrustBWX	2.8%	$6m	294,183	+5%
Ishares TREAGG	2.7%	$6m	130,444	Held
American Centy ETF TRAVEM	2.6%	$6m	73,492	-11%
Vanguard Intl Equity Index FVWO	2.6%	$6m	108,997	-4%
Vaneck ETF TrustGRNB	2.5%	$6m	242,879	+4%
Ishares TRIWP	2.4%	$6m	43,760	+7%
SP Funds TrustSPWO	2.1%	$5m	173,896	Held
Spdr Series TrustEBND	2.1%	$5m	235,679	Held
Vaneck ETF TrustEMLC	2.1%	$5m	190,178	+4%
Spdr Index SHS FDSSPDW	1.9%	$4m	94,523	-7%
DBX ETF TRHYLB	1.8%	$4m	117,138	Held
Nushares ETF TRNULV	1.8%	$4m	89,316	+4%
Wisdomtree TRDGS	1.8%	$4m	67,228	-5%
Spdr Index SHS FDSEWX	1.7%	$4m	60,209	Held
Tidal Trust ISPSK	1.7%	$4m	219,648	Held
American Centy ETF TRAVUV	1.7%	$4m	34,596	Held
Franklin Templeton ETF TRFLHY	1.6%	$4m	156,190	+6%
Listed FDS TRHLAL	1.5%	$4m	59,825	Held
Ishares TRSCZ	1.5%	$4m	45,174	-4%
J P Morgan Exchange Traded FJGRO	1.5%	$3m	40,947	+14%
Vanguard Index FDSVOT	1.5%	$3m	13,039	Held
Vanguard Index FDSVBR	1.5%	$3m	15,439	-3%
Tidal Trust ISPUS	1.4%	$3m	67,249	Held
IsharesESGE	1.4%	$3m	69,274	-10%
Vanguard Index FDSVOE	1.3%	$3m	16,027	-4%
Vanguard Index FDSVBK	1.2%	$3m	9,431	-3%
Dimensional ETF TrustDFCF	1.1%	$3m	61,800	+3%
Ishares TRESML	1.1%	$3m	53,515	-3%
Ishares TRESGD	1.0%	$2m	25,081	-5%
Nushares ETF TRNUHY	1.0%	$2m	106,653	+8%
Vanguard Index FDSVTV	0.9%	$2m	10,510	Held
Nushares ETF TRNUBD	0.6%	$1m	66,482	+76%
Spdr Series TrustSPYG	0.6%	$1m	13,570	Held
Dimensional ETF TrustDFAC	0.5%	$1m	30,562	-3%
Nushares ETF TRNUMV	0.5%	$1m	29,769	+5%
Nushares ETF TRNUMG	0.5%	$1m	26,028	+20%
Dimensional ETF TrustDFAT	0.4%	$975,365	15,618	Held
Dimensional ETF TrustDFAE	0.4%	$814,422	24,053	-7%
Vanguard Scottsdale FDSVCIT	0.3%	$699,233	8,450	+11%
Vanguard Scottsdale FDSVMBS	0.3%	$697,662	14,860	+9%
Dimensional ETF TrustDFIC	0.3%	$656,799	18,486	-5%
Dimensional ETF TrustDFIS	0.2%	$505,645	15,018	-10%
Ishares TRISCV	0.2%	$453,498	6,524	-4%
Schwab Strategic TRSCHR	0.2%	$429,312	17,235	+11%
Ishares TRISCG	0.2%	$380,901	6,951	-2%
Ishares TRIMCV	0.2%	$371,570	4,382	-5%
Ishares TRIMCG	0.2%	$361,391	4,588	Held
United Parcel ServiceUPS	0.1%	$343,052	3,487	+4%
AppleAAPL	0.1%	$315,716	1,244	Held
Vanguard BD Index FDSBND	0.1%	$258,272	3,507	+11%
Vaneck Ethereum TRETHV	0.1%	$257,865	8,413	New
ARK 21shares Bitcoin ETFARKB	0.1%	$249,266	11,083	New
Dimensional ETF TrustDFAX	0.1%	$237,229	6,983	-9%
Dimensional ETF TrustDFSD	0.1%	$237,028	4,950	Held
Volatility SHS TRSOLZ	<0.1%	$120,844	14,456	New
WiproWIT	<0.1%	$24,770	11,684	New
CIA Energetica de Minas GeraCIG	<0.1%	$24,746	10,354	-25%

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 5.1% since 30 June 2025.

Where the money is

Industrials0.1%

Technology0.1%

Other99.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.