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☆rebel Financial LLC

CIK 0002077940 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.467
AUM ($M)
231
Positions
65
Turnover
0.02
Top-10 wt
45%
Herfindahl
0.031
History (qtrs)
4
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 69 positions · portfolio value $231M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYV funds › SPDR SERIES TRUST ADD — 6.9% +0.2% 15.8 279,279 +3,861 3 —
☆AGG funds › ISHARES TR TRIM — 6.0% -0.0% 13.9 140,193 -1,793 3 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 5.9% -0.0% 13.6 447,195 -21,449 3 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 5.2% +0.4% 11.9 154,175 +10,135 3 —
☆VUG funds › VANGUARD INDEX FDS TRIM — 4.5% -0.6% 10.5 23,971 -476 3 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 4.2% -0.3% 9.8 242,614 +4,916 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 3.6% +0.0% 8.4 173,825 -1,316 3 —
☆IDEV funds › ISHARES TR TRIM — 3.6% +0.1% 8.3 98,737 -1,055 3 —
☆BWX funds › SPDR SERIES TRUST ADD — 2.8% +0.1% 6.5 294,183 +14,642 3 —
☆EAGG funds › ISHARES TR ADD — 2.7% +0.0% 6.2 130,444 +1,297 3 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 2.6% -0.1% 5.9 73,492 -8,915 3 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.6% -0.1% 5.9 108,997 -4,974 3 —
☆GRNB funds › VANECK ETF TRUST ADD — 2.5% +0.1% 5.8 242,879 +9,950 3 —
☆IWP funds › ISHARES TR ADD — 2.4% +0.0% 5.6 43,760 +2,929 3 —
☆SPWO funds › SP FUNDS TRUST TRIM — 2.1% +0.1% 4.9 173,896 -778 3 —
☆EBND funds › SPDR SERIES TRUST TRIM — 2.1% -0.1% 4.9 235,679 -2,226 3 —
☆EMLC funds › VANECK ETF TRUST ADD — 2.1% +0.0% 4.8 190,178 +6,494 3 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 1.9% -0.0% 4.3 94,523 -6,681 3 —
☆HYLB funds › DBX ETF TR TRIM — 1.8% -0.0% 4.2 117,138 -1,354 3 —
☆NULV funds › NUSHARES ETF TR ADD — 1.8% +0.1% 4.1 89,316 +3,072 3 —
☆DGS funds › WISDOMTREE TR TRIM — 1.8% +0.0% 4.0 67,228 -3,311 3 —
☆EWX funds › SPDR INDEX SHS FDS ADD — 1.7% +0.1% 4.0 60,209 +575 3 —
☆SPSK funds › TIDAL TRUST I ADD — 1.7% +0.0% 3.9 219,648 +2,133 3 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 1.7% +0.2% 3.8 34,596 +326 3 —
☆FLHY funds › FRANKLIN TEMPLETON ETF TR ADD — 1.6% +0.1% 3.8 156,190 +9,205 3 —
☆HLAL funds › LISTED FDS TR TRIM — 1.5% -0.1% 3.5 59,825 -334 3 —
☆SCZ funds › ISHARES TR TRIM — 1.5% -0.0% 3.5 45,174 -1,910 3 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 1.5% +0.1% 3.5 40,947 +4,949 3 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 1.5% -0.1% 3.4 13,039 -221 3 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 1.5% +0.0% 3.4 15,439 -523 3 —
☆SPUS funds › TIDAL TRUST I ADD — 1.4% -0.1% 3.2 67,249 +206 3 —
☆ESGE funds › ISHARES INC TRIM — 1.4% -0.1% 3.1 69,274 -8,115 3 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 1.3% +0.0% 3.0 16,027 -584 3 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 1.2% -0.0% 2.9 9,431 -321 3 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 1.1% +0.0% 2.6 61,800 +2,076 3 —
☆ESML funds › ISHARES TR TRIM — 1.1% +0.0% 2.5 53,515 -1,935 3 —
☆ESGD funds › ISHARES TR TRIM — 1.0% -0.0% 2.4 25,081 -1,251 3 —
☆NUHY funds › NUSHARES ETF TR ADD — 1.0% +0.1% 2.3 106,653 +7,608 3 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.9% +0.0% 2.1 10,510 -197 3 —
☆NUBD funds › NUSHARES ETF TR ADD — 0.6% +0.3% 1.5 66,482 +28,705 2 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.6% -0.0% 1.3 13,570 -118 3 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.5% -0.0% 1.2 30,562 -1,034 3 —
☆NUMV funds › NUSHARES ETF TR ADD — 0.5% +0.0% 1.2 29,769 +1,368 3 —
☆NUMG funds › NUSHARES ETF TR ADD — 0.5% +0.0% 1.1 26,028 +4,386 3 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.4% +0.0% 1.0 15,618 -138 3 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 0.4% -0.0% 0.8 24,053 -1,671 3 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% +0.0% 0.7 8,450 +838 3 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% +0.0% 0.7 14,860 +1,283 3 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 0.7 18,486 -886 3 —
☆DFIS funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.5 15,018 -1,747 3 —
☆ISCV funds › ISHARES TR TRIM — 0.2% -0.0% 0.5 6,524 -273 3 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 0.4 17,235 +1,762 2 —
☆ISCG funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 6,951 -168 3 —
☆IMCV funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 4,382 -213 3 —
☆IMCG funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 4,588 -20 3 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% +0.0% 0.3 3,487 +146 3 —
☆AAPL funds › APPLE INC ADD — 0.1% -0.0% 0.3 1,244 +7 3 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 0.3 3,507 +336 3 —
☆ETHV funds › VANECK ETHEREUM TR NEW — 0.1% +0.1% 0.3 8,413 +8,413 1 —
☆ARKB funds › ARK 21SHARES BITCOIN ETF NEW — 0.1% +0.1% 0.2 11,083 +11,083 1 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.2 6,983 -684 3 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.2 4,950 +81 3 —
☆SOLZ funds › VOLATILITY SHS TR NEW — 0.1% +0.1% 0.1 14,456 +14,456 1 —
☆WIT funds › WIPRO LTD NEW — 0.0% +0.0% 0.0 11,684 +11,684 1 —
☆CIG funds › CIA ENERGETICA DE MINAS GERA TRIM — 0.0% -0.0% 0.0 10,354 -3,405 2 —
☆EEMX funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.2% 0.0 0 -9,948 0 —
☆PWRD funds › TCW ETF TRUST EXIT — 0.0% -0.2% 0.0 0 -5,785 0 —
☆IVV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -298 0 —
☆GRID funds › FIRST TR EXCHANGE TRADED FD EXIT — 0.0% -0.2% 0.0 0 -3,251 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q1 231 65 0.02 45% 0.031 0.474 — in
2025Q4 234 65 0.02 46% 0.031 0.442 — in
2025Q3 229 62 0.02 46% 0.032 0.454 — entered
2025Q2 219 62 0.00 46% 0.032 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status