Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PFI | INVESCO EXCHANGE TRADED FD T | — | 5,973.0 | $345K | 0.11% | NEW | — | $57.73 | +5.4% |
| 62 | PRK | PARK NATL CORP | Financial Services | 2,225.0 | $339K | 0.11% | NEW | — | $152.18 | +21.0% |
| 63 | IYG | ISHARES TR | — | 3,213.0 | $296K | 0.10% | NEW | — | $92.25 | -2.2% |
| 64 | V | VISA INC | Financial Services | 840.0 | $295K | 0.09% | NEW | — | $350.71 | -4.1% |
| 65 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 323.0 | $279K | 0.09% | NEW | — | $862.44 | +10.4% |
| 66 | MOAT | VANECK ETF TRUST | — | 2,589.0 | $268K | 0.09% | NEW | — | $103.56 | -0.4% |
| 67 | XMLV | INVESCO EXCH TRADED FD TR II | — | 4,275.0 | $267K | 0.09% | NEW | — | $62.37 | +7.3% |
| 68 | BFOR | ALPS ETF TR | — | 3,236.0 | $266K | 0.09% | NEW | — | $82.35 | +14.1% |
| 69 | SCHX | SCHWAB STRATEGIC TR | — | 9,884.0 | $266K | 0.09% | NEW | — | $26.91 | +7.0% |
| 70 | EFA | ISHARES TR | — | 2,693.0 | $259K | 0.08% | NEW | — | $96.02 | +6.8% |
| 71 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 869.0 | $257K | 0.08% | NEW | — | $296.21 | -8.3% |
| 72 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 3,665.0 | $255K | 0.08% | NEW | — | $69.47 | +14.1% |
| 73 | AVUV | AMERICAN CENTY ETF TR | — | 2,361.0 | $241K | 0.08% | NEW | — | $101.99 | +22.5% |
| 74 | — | FTAI AVIATION LTD | — | 1,221.0 | $240K | 0.08% | NEW | — | $196.85 | — |
| 75 | VUG | VANGUARD INDEX FDS | — | 486.0 | $237K | 0.08% | NEW | — | $487.86 | -83.0% |
| 76 | PTNQ | PACER FDS TR | — | 3,000.0 | $236K | 0.07% | NEW | — | $78.65 | +8.7% |
| 77 | SCHC | SCHWAB STRATEGIC TR | — | 5,031.0 | $229K | 0.07% | NEW | — | $45.53 | +4.8% |
| 78 | VO | VANGUARD INDEX FDS | — | 774.0 | $225K | 0.07% | NEW | — | $290.22 | -72.4% |
| 79 | ABBV | ABBVIE INC | Healthcare | 967.0 | $221K | 0.07% | NEW | — | $228.49 | +10.1% |
| 80 | SCHB | SCHWAB STRATEGIC TR | — | 8,330.0 | $218K | 0.07% | NEW | — | $26.23 | +8.0% |
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%