Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EFAV | ISHARES TR | — | 2,382.0 | $218K | 0.07% | — | — | $91.37 | -4.0% |
| 82 | SCHB | SCHWAB STRATEGIC TR | — | 8,636.0 | $217K | 0.07% | +306.0 | +3.7% | $25.10 | +12.9% |
| 83 | DFSE | DIMENSIONAL ETF TRUST | — | 5,054.0 | $214K | 0.07% | NEW | — | $42.37 | +13.2% |
| 84 | VUG | VANGUARD INDEX FDS | — | 486.0 | $212K | 0.07% | — | — | $436.79 | -81.1% |
| 85 | ABBV | ABBVIE INC | Healthcare | 940.0 | $204K | 0.06% | -27.0 | -2.8% | $217.49 | +15.6% |
| 86 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3,738.0 | $202K | 0.06% | NEW | — | $54.06 | +8.4% |
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%