Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | — | 6,190.0 | $370K | 0.10% | +2K | +65.6% | $59.69 | +2.2% |
| 22 | VUG | VANGUARD INDEX FDS | — | 4,203.0 | $362K | 0.10% | +4K | +764.8% | $86.14 | +3.2% |
| 23 | VO | VANGUARD INDEX FDS | — | 4,220.0 | $340K | 0.09% | +3K | +300.0% | $80.57 | +3.1% |
| 24 | SCHX | SCHWAB STRATEGIC TR | — | 10,067.0 | $296K | 0.08% | +183.0 | +1.9% | $29.43 | +3.3% |
| 25 | V | VISA INC | Financial Services | 852.0 | $292K | 0.08% | +18.0 | +2.2% | $343.09 | +10.7% |
| 26 | ABBV | ABBVIE INC | Healthcare | 945.0 | $238K | 0.06% | +5.0 | +0.5% | $251.54 | +2.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.3%
Financial Services
25.2%
Basic Materials
14.2%
Communication Services
9.9%
Consumer Cyclical
4.8%
Healthcare
4.1%
Consumer Defensive
1.5%