Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,037.0 | $976K | 0.30% | NEW | — | $479.20 | — |
| 2 | DFSV | DIMENSIONAL ETF TRUST | — | 9,705.0 | $340K | 0.10% | NEW | — | $35.04 | +14.1% |
| 3 | DFSE | DIMENSIONAL ETF TRUST | — | 5,054.0 | $214K | 0.07% | NEW | — | $42.37 | +15.7% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3,738.0 | $202K | 0.06% | NEW | — | $54.06 | +12.5% |
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
38.7%
Financial Services
26.8%
Basic Materials
15.8%
Communication Services
9.7%
Consumer Cyclical
5.2%
Consumer Defensive
2.3%
Healthcare
1.4%