SM
Sensible Money Portfolio holdings
AUM
$264M
1-Year Est. Return
11.26%
1 Year Est. Return
+11.26%
AUM
$233M
AUM Growth
+$5.31M
(+2.3%)
Holding
84
Top Buys
| 1 | +$2.88M | |
| 2 | +$2.72M | |
| 3 | +$2.57M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.56M |
| 5 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$1.07M |
Top Sells
| 1 | +$812K | |
| 2 | +$230K | |
| 3 | +$216K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$82.3K |
| 5 |
Vanguard Value ETF
VTV
|
+$48.7K |
Sector Composition
| 1 | Technology | 3.77% |
| 2 | Materials | 0.91% |
| 3 | Communication Services | 0.56% |
| 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
| $218K | 0.09% |
9,884
|
|
||
77
IBM
IBM
$263B
| $215K | 0.09% |
+865
|
|
||
78
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
| $215K | 0.09% |
3,665
|
|
||
79
AbbVie
ABBV
$410B
| $214K | 0.09% |
+1,020
|
|
||
80
Pacer Trendpilot 100 ETF
PTNQ
$1.31B
| $213K | 0.09% |
3,000
|
|
||
81
Vanguard Growth ETF
VUG
$197B
| $204K | 0.09% |
550
-122
|
|
||
|
ETW
82
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$989M
| $120K | 0.05% |
14,586
|
|
||
83
FTAI Aviation
FTAI
$18.1B
| – | – |
-1,498
|
|