Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 4,266.0 | $1.4M | 0.38% | — | — | $334.69 | -4.5% |
| 22 | VOO | VANGUARD INDEX FDS | — | 1,971.0 | $1.4M | 0.36% | +18.0 | +0.9% | $686.84 | +3.7% |
| 23 | IJR | ISHARES TR | — | 7,483.0 | $1.1M | 0.29% | +191.0 | +2.6% | $148.30 | -1.2% |
| 24 | AVES | AMERICAN CENTY ETF TR | — | 16,341.0 | $1.1M | 0.28% | — | — | $65.60 | +1.9% |
| 25 | GOOG | ALPHABET INC | — | 2,935.0 | $1.0M | 0.28% | -306.0 | -9.4% | $353.27 | — |
| 26 | AVEM | AMERICAN CENTY ETF TR | — | 10,048.0 | $970K | 0.26% | — | — | $96.49 | -1.1% |
| 27 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,848.0 | $925K | 0.24% | -189.0 | -9.3% | $500.39 | — |
| 28 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 44,526.0 | $907K | 0.24% | +2K | +5.5% | $20.37 | -0.3% |
| 29 | MSFT | MICROSOFT CORP | Technology | 2,419.0 | $902K | 0.24% | -133.0 | -5.2% | $373.06 | +38.2% |
| 30 | EZM | WISDOMTREE TR | — | 11,866.0 | $899K | 0.24% | — | — | $75.78 | +1.0% |
| 31 | SPYM | SPDR SERIES TRUST | — | 9,513.0 | $836K | 0.22% | NEW | — | $87.88 | +3.8% |
| 32 | USMV | ISHARES TR | — | 8,653.0 | $835K | 0.22% | — | — | $96.46 | +5.9% |
| 33 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,420.0 | $815K | 0.22% | -152.0 | -4.3% | $238.33 | +12.0% |
| 34 | IYW | ISHARES TR | — | 3,200.0 | $807K | 0.21% | — | — | $252.23 | +1.0% |
| 35 | RWJ | INVESCO EXCH TRADED FD TR II | — | 13,487.0 | $802K | 0.21% | NEW | — | $59.50 | +3.3% |
| 36 | NVDA | NVIDIA CORPORATION | Technology | 3,928.0 | $786K | 0.21% | — | — | $200.11 | +11.9% |
| 37 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 21,825.0 | $724K | 0.19% | — | — | $33.19 | +13.0% |
| 38 | DFAW | DIMENSIONAL ETF TRUST | — | 8,625.0 | $714K | 0.19% | +2K | +29.4% | $82.79 | +3.6% |
| 39 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,041.0 | $668K | 0.18% | -198.0 | -8.8% | $327.30 | +9.5% |
| 40 | QQQM | INVESCO EXCH TRADED FD TR II | — | 2,070.0 | $627K | 0.17% | NEW | — | $302.99 | -1.7% |
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%