Rebalance portfolio

What changed this quarter

59 positions with a change (3 new, 36 added to, 14 trimmed, 6 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Schwab US Broad Market ETF+3.7%more sharesIncreased
  22.4% → 23.1%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Schwab US Broad Market ETFSCHB23.1%
• Vanguard Index FundsVTI13.7%
• Schwab International Equity ETFSCHF10.4%
• iShares Core U.s. Aggregate ETFAGG8.2%
• Vanguard Ftse Developed ETFVEA6.1%
• Vanguard Int-term Corporate ETFVCIT5.0%
• Schwab Emrg Mrkts Eqty ETFSCHE4.4%
• iShares Broad USD High Yield ETFUSHY3.6%
• Vanguard Real Estate ETFVNQ2.9%
• iShares Core S&P Small-cap E ETFIJR2.9%
• Vanguard International Equity Index FVWO2.2%
• iShares 0-3 Month Treasury B ETFSGOV1.5%
• Vanguard High DVD Yield ETFVYM1.2%
• Vanguard Total Bond Market ETFBND0.9%
• Ishares TrIBDS0.9%
• iShares Ibonds DEC 2026 Term ETFIBDR0.9%
• iShares Ibonds DEC 2028 ETFIBDT0.9%
• Vanguard Int High DVD YLD In ETFVYMI0.6%
• iShares Ibonds DEC 2027 Term ETFIBTH0.6%
• iShares Ibonds DEC 2026 Term ETFIBTG0.6%
• iShares Ibonds DEC 2028 Term ETFIBTI0.6%
• iShares Ibonds DEC 2029 Term ETFIBDU0.5%
• iShares Russell 3000 ETFIWV0.5%
• iShares Ibonds DEC 2030 ETFIBDV0.5%
• iShares 5-10y INV Grade ETFIGIB0.5%
• iShares Russell 1000 Growth ETFIWF0.5%
• iShares Russell 1000 Value E ETFIWD0.4%
• Ishares TrHYG0.4%
• iShares Ibonds DEC 2029 Term ETFIBTJ0.3%
• Schwab U.s. Tips ETFSCHP0.3%
• iShares Ibonds DEC 2030 Trea ETFIBTK0.3%
• State Str Spdr S&P 500 ETF TSPY0.2%
• Vanguard International Equity Index FVSS0.2%
• iShares Core S&P Midcap ETFIJH0.2%
• Berkshire HathawayBRK/B0.2%
• iShares US Real Estate ETFIYR0.2%
• Space Exploration TechnologiesSPCX0.2%
• iShares Russell 2000 ETFIWM0.2%
• Vanguard Most Sm-cap ETF-usd ETFVB0.2%
• Vanguard Admiral FundsVIOO0.2%
• Vanguard S&P 500 ETFVOO0.2%
• State Street SPDR DOW Jones Reit ETFRWR0.1%
• Vanguard Index FundsVBR0.1%
• SPDR Gold Shares ETFGLD0.1%
• iShares Core Msci Eafe ETFIEFA0.1%
• AppleAAPL0.1%
• Vanguard International Equity Index FVPL0.1%
• iShares Core S&P 500 ETFIVV0.1%
• MicrosoftMSFT0.1%
• Vanguard Index FundsVBK0.1%
• Vanguard Index FundsVV0.1%
• Vanguard International Equity Index FVGK0.1%
• State Street SPDR S&P Dividend ETFSDY0.1%
• Sprott Asset ManagementPHYS0.1%
• iShares Msci Eafe ETFEFA0.1%
• iShares Russell Mid-cap Valu ETFIWS0.1%
• IsharesEEMS0.1%
• iShares Gold Trust ETFIAU0.1%
• iShares Russell Mid-cap Grow ETFIWP0.1%
• State Street Technology Select Sector ETFXLK0.1%
• Vanguard International Equity Index FVEU0.1%
• State Street Financial Select Sector ETFXLFunder 0.1%
• IsharesEWJunder 0.1%
• Cisco SystemsCSCOunder 0.1%
• iShares Ibond 2026 HY ETFIBHFunder 0.1%
• iShares Ibonds 2027 HY ETFIBHGunder 0.1%
• iShares Ibonds 2028 TM HY In ETFIBHHunder 0.1%
• International Business MachinesIBMunder 0.1%
• iShares Preferred & Income S ETFPFFunder 0.1%
• Dimensional US Core Equity 2 ETFunder 0.1%
• Eli LillyLLYunder 0.1%
• CaterpillarCATunder 0.1%
• iShares Msci Eafe Small-cap ETFSCZunder 0.1%
• iShares Msci Emerging Market ETFEEMunder 0.1%
• NVIDIANVDAunder 0.1%
• OracleORCLunder 0.1%
• AlphabetGOOGL · GOOGunder 0.1%
• Procter & GamblePGunder 0.1%
• Williams-sonomaWSMunder 0.1%
• J P Morgan Exchange Traded FundJEPIunder 0.1%
• Dimensional ETF TrustDFUSunder 0.1%
• Exxon MobilXOMunder 0.1%
• JPMorgan ChaseJPMunder 0.1%
• SanminaSANMunder 0.1%
• American ExpressAXPunder 0.1%
• Vanguard International Equity Index FVTunder 0.1%
• State Street Health Care Select Sector ETFXLVunder 0.1%
• Vanguard Info Tech ETFVGTunder 0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUGunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• State Street SPDR S&P OG EXP & Prod ETFXOPunder 0.1%
• Coca-ColaKOunder 0.1%
• ChevronCVXunder 0.1%
• Vanguard Mrngstr Val ETF-aui ETFVTVunder 0.1%
• CrowdStrike HoldingsCRWDunder 0.1%
• Amazon.comAMZNunder 0.1%
• Canadian Pacific Kansas CityCPunder 0.1%
• Lowe'sLOWunder 0.1%
• NovartisNVSunder 0.1%