Institutional Manager · CIK 0002077940
rebel Financial LLC
GROVEPORT, OH · File #028-25665
Latest AUM
$229.4M
Positions
62
Top-10 Concentration
46.5%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PRTFLO S&P500 VL | 78464A508 | 0 | $15.3M | 6.77% |
| 2 | US LCAP VA ETF | 808524409 | 0 | $13.5M | 5.99% |
| 3 | CORE US AGGBD ET | 464287226 | 0 | $13.5M | 5.97% |
| 4 | GROWTH ETF | 922908736 | 0 | $12.3M | 5.47% |
| 5 | INTERMED TERM | 921937819 | 0 | $11.1M | 4.91% |
| 6 | SHS CREATION UNI | 14020G101 | 0 | $10.6M | 4.70% |
| 7 | CORE MSCI INTL | 46435G326 | 0 | $8.2M | 3.61% |
| 8 | TOTAL INT BD ETF | 92203J407 | 0 | $7.6M | 3.36% |
| 9 | ESG AWR US AGRGT | 46435U549 | 0 | $6.4M | 2.85% |
| 10 | AVANTIS EMGMKT | 025072604 | 0 | $6.4M | 2.85% |
| 11 | BLOOMBERG INTL T | 78464A516 | 0 | $6.3M | 2.79% |
| 12 | FTSE EMR MKT ETF | 922042858 | 0 | $6.2M | 2.74% |
| 13 | RUS MD CP GR ETF | 464287481 | 0 | $5.8M | 2.55% |
| 14 | GREEN BOND ETF | 92189F171 | 0 | $5.3M | 2.36% |
| 15 | BLOOMBERG EMERGI | 78464A391 | 0 | $4.8M | 2.14% |
| 16 | S&P WORLD EX US | 84612A200 | 0 | $4.8M | 2.11% |
| 17 | JP MRGAN EM LOC | 92189H300 | 0 | $4.7M | 2.08% |
| 18 | PORTFOLIO DEVLPD | 78463X889 | 0 | $4.3M | 1.90% |
| 19 | XTRACK USD HIGH | 233051432 | 0 | $4.0M | 1.79% |
| 20 | S&P EMKTSC ETF | 78463X756 | 0 | $4.0M | 1.76% |