Portfolio (Quarterly) Guide ↗

Sensible Money, LLC

· CIK 0001965229

13F Portfolio $377M AUM 101 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 18 New 26 Added 17 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	SPYM	SPDR SERIES TRUST	—	9,513.0	$836K	0.22%	NEW	—	$87.88	+3.3%
2	RWJ	INVESCO EXCH TRADED FD TR II	—	13,487.0	$802K	0.21%	NEW	—	$59.50	+2.9%
3	QQQM	INVESCO EXCH TRADED FD TR II	—	2,070.0	$627K	0.17%	NEW	—	$302.99	-2.0%
4	LQD	ISHARES TR	—	4,637.0	$506K	0.13%	NEW	—	$109.07	-2.1%
5	PANW	PALO ALTO NETWORKS INC	Technology	1,091.0	$372K	0.10%	NEW	—	$341.02	+12.3%
6	VTV	VANGUARD INDEX FDS	—	1,671.0	$364K	0.10%	NEW	—	$217.91	+3.5%
7	FPE	FIRST TR EXCH TRADED FD III	—	18,870.0	$337K	0.09%	NEW	—	$17.88	-1.0%
8	IJH	ISHARES TR	—	3,530.0	$272K	0.07%	NEW	—	$77.12	-0.6%
9	IBM	INTERNATIONAL BUSINESS MACHS	Technology	951.0	$268K	0.07%	NEW	—	$281.30	-15.1%
10	INTC	INTEL CORP	Technology	1,908.0	$266K	0.07%	NEW	—	$139.63	-34.0%
11	SCHP	SCHWAB STRATEGIC TR	—	9,897.0	$262K	0.07%	NEW	—	$26.50	-1.7%
12	LLY	ELI LILLY & CO	Healthcare	200.0	$240K	0.06%	NEW	—	$1199.43	-1.9%
13	PREF	PRINCIPAL EXCHANGE TRADED FD	—	11,689.0	$223K	0.06%	NEW	—	$19.06	-1.0%
14	VNQ	VANGUARD INDEX FDS	—	2,304.0	$222K	0.06%	NEW	—	$96.43	+1.3%
15	DELL	DELL TECHNOLOGIES INC	Technology	507.0	$219K	0.06%	NEW	—	$431.46	+9.3%
16	JNJ	JOHNSON & JOHNSON	Healthcare	861.0	$219K	0.06%	NEW	—	$253.87	+4.7%
17	EES	WISDOMTREE TR	—	3,162.0	$214K	0.06%	NEW	—	$67.79	+1.2%
18	BND	VANGUARD BD INDEX FDS	—	2,799.0	$205K	0.05%	NEW	—	$73.41	-1.2%

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%