Portfolio (Quarterly)
Guide ↗
Sensible Money, LLC
· CIK 0001965229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EFA | ISHARES TR | — | 2,693.0 | $280K | 0.07% | — | — | $103.87 | +1.3% |
| 82 | IJH | ISHARES TR | — | 3,530.0 | $272K | 0.07% | NEW | — | $77.12 | -5.1% |
| 83 | MOAT | VANECK ETF TRUST | — | 2,589.0 | $269K | 0.07% | — | — | $103.96 | +4.9% |
| 84 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 951.0 | $268K | 0.07% | NEW | — | $281.30 | -11.8% |
| 85 | INTC | INTEL CORP | Technology | 1,908.0 | $266K | 0.07% | NEW | — | $139.63 | -29.4% |
| 86 | SCHP | SCHWAB STRATEGIC TR | — | 9,897.0 | $262K | 0.07% | NEW | — | $26.50 | -3.6% |
| 87 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 279.0 | $261K | 0.07% | -44.0 | -13.6% | $936.67 | -2.9% |
| 88 | — | FTAI AVIATION LTD | — | 953.0 | $258K | 0.07% | — | — | $270.53 | — |
| 89 | SCHB | SCHWAB STRATEGIC TR | — | 8,641.0 | $250K | 0.07% | — | — | $28.96 | +0.7% |
| 90 | DFSE | DIMENSIONAL ETF TRUST | — | 5,054.0 | $247K | 0.07% | — | — | $48.88 | -2.2% |
| 91 | SCHC | SCHWAB STRATEGIC TR | — | 5,035.0 | $242K | 0.06% | — | — | $48.12 | +3.6% |
| 92 | LLY | ELI LILLY & CO | Healthcare | 200.0 | $240K | 0.06% | NEW | — | $1199.43 | -4.4% |
| 93 | ABBV | ABBVIE INC | Healthcare | 945.0 | $238K | 0.06% | +5.0 | +0.5% | $251.54 | +4.0% |
| 94 | PREF | PRINCIPAL EXCHANGE TRADED FD | — | 11,689.0 | $223K | 0.06% | NEW | — | $19.06 | -2.5% |
| 95 | VNQ | VANGUARD INDEX FDS | — | 2,304.0 | $222K | 0.06% | NEW | — | $96.43 | -2.3% |
| 96 | DELL | DELL TECHNOLOGIES INC | Technology | 507.0 | $219K | 0.06% | NEW | — | $431.46 | +29.1% |
| 97 | JNJ | JOHNSON & JOHNSON | Healthcare | 861.0 | $219K | 0.06% | NEW | — | $253.87 | +4.0% |
| 98 | EES | WISDOMTREE TR | — | 3,162.0 | $214K | 0.06% | NEW | — | $67.79 | -1.8% |
| 99 | EFAV | ISHARES TR | — | 2,382.0 | $209K | 0.06% | — | — | $87.71 | +7.0% |
| 100 | BND | VANGUARD BD INDEX FDS | — | 2,799.0 | $205K | 0.05% | NEW | — | $73.41 | -3.1% |
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%