Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VOO | VANGUARD INDEX FDS | — | 1,953.0 | $1.2M | 0.35% | — | — | $597.59 | +12.1% |
| 22 | AVES | AMERICAN CENTY ETF TR | — | 16,339.0 | $980K | 0.30% | — | — | $59.98 | +7.1% |
| 23 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,037.0 | $976K | 0.30% | NEW | — | $479.20 | — |
| 24 | MSFT | MICROSOFT CORP | Technology | 2,552.0 | $945K | 0.29% | — | — | $370.19 | +0.8% |
| 25 | GOOG | ALPHABET INC | Communication Services | 3,241.0 | $930K | 0.28% | — | — | $286.90 | +16.7% |
| 26 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 4,266.0 | $921K | 0.28% | — | — | $215.98 | +46.4% |
| 27 | IJR | ISHARES TR | — | 7,292.0 | $906K | 0.28% | — | — | $124.31 | +18.6% |
| 28 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 42,219.0 | $862K | 0.26% | — | — | $20.42 | -0.3% |
| 29 | AVEM | AMERICAN CENTY ETF TR | — | 10,048.0 | $810K | 0.25% | — | — | $80.58 | +17.2% |
| 30 | USMV | ISHARES TR | — | 8,678.0 | $805K | 0.24% | — | — | $92.74 | +3.5% |
| 31 | EZM | WISDOMTREE TR | — | 11,866.0 | $798K | 0.24% | — | — | $67.22 | +11.8% |
| 32 | SPLV | INVESCO EXCH TRADED FD TR II | — | 10,453.0 | $765K | 0.23% | — | — | $73.14 | +3.6% |
| 33 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,572.0 | $744K | 0.23% | +50.0 | +1.4% | $208.27 | +11.7% |
| 34 | FNDC | SCHWAB STRATEGIC TR | — | 14,870.0 | $689K | 0.21% | — | — | $46.36 | +4.2% |
| 35 | NVDA | NVIDIA CORPORATION | Technology | 3,927.0 | $685K | 0.21% | -247.0 | -5.9% | $174.42 | +10.4% |
| 36 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 21,825.0 | $659K | 0.20% | — | — | $30.19 | +10.9% |
| 37 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,239.0 | $659K | 0.20% | — | — | $294.16 | +11.9% |
| 38 | IYW | ISHARES TR | — | 3,200.0 | $581K | 0.18% | — | — | $181.42 | +32.1% |
| 39 | PDN | INVESCO EXCH TRADED FD TR II | — | 12,350.0 | $536K | 0.16% | — | — | $43.37 | +2.9% |
| 40 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 31,735.0 | $531K | 0.16% | +5K | +18.4% | $16.72 | -0.3% |
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
36.4%
Financial Services
25.1%
Communication Services
15.3%
Basic Materials
14.9%
Consumer Cyclical
4.9%
Consumer Defensive
2.1%
Healthcare
1.3%