SM
Sensible Money Portfolio holdings
AUM
$329M
1-Year Est. Return
24.11%
This Fund
S&P 500
1 Year Est. Return
+24.11%
AUM
$329M
AUM Growth
+$15.6M
(+5%)
Holding
90
Top Buys
| 1 | +$7.25M | |
| 2 | +$3.01M | |
| 3 | +$2.66M | |
| 4 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$1.02M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.02M |
Top Sells
| 1 | +$3.9M | |
| 2 | +$1.21M | |
| 3 | +$426K | |
| 4 |
IBM
IBM
|
+$257K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$214K |
Sector Composition
| 1 | Technology | 1.68% |
| 2 | Communication Services | 0.7% |
| 3 | Financials | 0.69% |
| 4 | Materials | 0.68% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Trust Rising Dividend Achievers ETF
RDVY
$22.4B
| $250K | 0.08% |
3,665
|
|
||
77
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
| $235K | 0.07% |
5,031
|
|
||
78
iShares Gold Trust
IAU
$67.1B
| $235K | 0.07% |
2,667
|
|
||
79
FTAI Aviation
FTAI
$24B
| $233K | 0.07% |
951
-270
|
|
||
80
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
| $219K | 0.07% |
3,000
|
|
||
81
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
| $218K | 0.07% |
2,382
|
|
||
82
Schwab US Broad Market ETF
SCHB
$42.2B
| $217K | 0.07% |
8,636
+306
|
|
||
83
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$599M
| $214K | 0.07% |
+5,054
|
|
||
84
Vanguard Growth ETF
VUG
$221B
| $212K | 0.06% |
2,916
|
|
||
85
AbbVie
ABBV
$401B
| $204K | 0.06% |
940
-27
|
|
||
86
Vanguard FTSE Emerging Markets ETF
VWO
$118B
| $202K | 0.06% |
+3,738
|
|
||
|
MRDN
87
Meridian Holdings Inc
MRDN
$155M
| – | – |
-833
|
|
||
|
88
IBM
IBM
$268B
| – | – |
-869
|
|
||
89
Eli Lilly
LLY
$1.01T
| – | – |
-192
|
|
||
|
90
Vanguard High Dividend Yield ETF
VYM
$78B
| – | – |
-1,490
|
|