SM
Sensible Money Portfolio holdings
AUM
$264M
1-Year Est. Return
11.26%
1 Year Est. Return
+11.26%
AUM
$264M
AUM Growth
+$30.4M
(+13%)
Holding
90
Top Buys
| 1 | +$3.11M | |
| 2 | +$2.98M | |
| 3 | +$1.87M | |
| 4 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$1.55M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$847K |
Top Sells
| 1 | +$487K | |
| 2 | +$407K | |
| 3 | +$322K | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$266K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$242K |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Materials | 0.77% |
| 3 | Communication Services | 0.65% |
| 4 | Financials | 0.5% |
| 5 | Consumer Discretionary | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US Large- Cap ETF
SCHX
$61.4B
| $242K | 0.09% |
9,884
|
|
||
77
Vanguard Growth ETF
VUG
$197B
| $241K | 0.09% |
550
|
|
||
78
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
| $230K | 0.09% |
3,665
|
|
||
79
Vanguard Value ETF
VTV
$148B
| $228K | 0.09% |
1,288
|
|
||
80
Schwab US Dividend Equity ETF
SCHD
$70.8B
| $226K | 0.09% |
8,544
+5
|
|
||
81
Schwab International Small-Cap Equity ETF
SCHC
$5.31B
| $226K | 0.09% |
+5,315
|
|
||
82
Palo Alto Networks
PANW
$145B
| $221K | 0.08% |
+1,079
|
|
||
83
Pacer Trendpilot 100 ETF
PTNQ
$1.31B
| $214K | 0.08% |
3,000
|
|
||
84
Norfolk Southern
NSC
$65B
| $212K | 0.08% |
+827
|
|
||
85
Vanguard Large-Cap ETF
VV
$46.5B
| $204K | 0.08% |
+715
|
|
||
86
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.41B
| $200K | 0.08% |
+2,382
|
|
||
87
AbbVie
ABBV
$409B
| – | – |
-1,020
|
|
||
|
88
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
| – | – |
-3,337
|
|
||
|
ETW
89
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$987M
| – | – |
-14,586
|
|