Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IAU | ISHARES GOLD TR | Financial Services | 2,667.0 | $216K | 0.07% | NEW | — | $81.17 | -5.7% |
| 82 | VYM | VANGUARD WHITEHALL FDS | — | 1,490.0 | $214K | 0.07% | NEW | — | $143.48 | +10.3% |
| 83 | DFAW | DIMENSIONAL ETF TRUST | — | 2,799.0 | $207K | 0.07% | NEW | — | $73.99 | +11.1% |
| 84 | LLY | ELI LILLY & CO | Healthcare | 192.0 | $206K | 0.07% | NEW | — | $1074.68 | +12.4% |
| 85 | EFAV | ISHARES TR | — | 2,382.0 | $205K | 0.07% | NEW | — | $86.25 | +1.8% |
| 86 | — | GOLDEN MATRIX GROUP INC | — | 10,000.0 | $8K | 0.00% | NEW | — | $0.80 | — |
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%