Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MSFT | MICROSOFT CORP | Technology | 2,558.0 | $1.2M | 0.40% | NEW | — | $483.62 | -22.9% |
| 22 | VOO | VANGUARD INDEX FDS | — | 1,951.0 | $1.2M | 0.39% | NEW | — | $627.13 | +6.8% |
| 23 | GOOG | ALPHABET INC | Communication Services | 3,241.0 | $1.0M | 0.33% | NEW | — | $313.83 | +6.6% |
| 24 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 4,266.0 | $982K | 0.31% | NEW | — | $230.21 | +37.3% |
| 25 | AVES | AMERICAN CENTY ETF TR | — | 16,338.0 | $953K | 0.30% | NEW | — | $58.31 | +10.2% |
| 26 | IJR | ISHARES TR | — | 7,291.0 | $876K | 0.28% | NEW | — | $120.19 | +22.7% |
| 27 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 42,116.0 | $868K | 0.28% | NEW | — | $20.60 | -1.1% |
| 28 | USMV | ISHARES TR | — | 8,678.0 | $817K | 0.26% | NEW | — | $94.16 | +1.9% |
| 29 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,522.0 | $813K | 0.26% | NEW | — | $230.82 | +0.8% |
| 30 | EZM | WISDOMTREE TR | — | 11,866.0 | $793K | 0.25% | NEW | — | $66.80 | +12.5% |
| 31 | NVDA | NVIDIA CORPORATION | Technology | 4,174.0 | $778K | 0.25% | NEW | — | $186.50 | +3.2% |
| 32 | AVEM | AMERICAN CENTY ETF TR | — | 10,048.0 | $774K | 0.25% | NEW | — | $77.02 | +22.6% |
| 33 | SPLV | INVESCO EXCH TRADED FD TR II | — | 10,453.0 | $747K | 0.24% | NEW | — | $71.42 | +6.1% |
| 34 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,248.0 | $724K | 0.23% | NEW | — | $322.22 | +2.1% |
| 35 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 21,825.0 | $695K | 0.22% | NEW | — | $31.85 | +5.1% |
| 36 | FNDC | SCHWAB STRATEGIC TR | — | 14,870.0 | $662K | 0.21% | NEW | — | $44.55 | +8.4% |
| 37 | IYW | ISHARES TR | — | 3,200.0 | $639K | 0.20% | NEW | — | $199.68 | +20.0% |
| 38 | PKW | INVESCO EXCHANGE TRADED FD T | — | 4,019.0 | $540K | 0.17% | NEW | — | $134.32 | +5.3% |
| 39 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 26,741.0 | $528K | 0.17% | NEW | — | $19.74 | -0.6% |
| 40 | PDN | INVESCO EXCH TRADED FD TR II | — | 12,324.0 | $520K | 0.17% | NEW | — | $42.19 | +5.8% |
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
50.1%
Financial Services
21.1%
Communication Services
12.3%
Basic Materials
9.2%
Consumer Cyclical
3.9%
Healthcare
2.0%
Consumer Defensive
1.3%