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Sensible Money

Latest statistics and disclosures from Sensible Money's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAT, DFAX, DFEV, DFEM, and represent 69.75% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAX, DFAT, DFEV, DFEM, DFIC, DFLV, FCX, DISV, DFUS.
Started 8 new stock positions in DGRO, RDVY, MDT, IYG, DFLV, PTNQ, SCHX, V.
Reduced shares in these 10 stocks: DIS, SCHB, IJR, COST, SLYV, SCHA, AAPL, GOOGL, SPY, VTI.
Sold out of its positions in DIS, SCHB.
Sensible Money was a net buyer of stock by $11M.
Sensible Money has $186M in assets under management (AUM), dropping by 11.71%.
Central Index Key (CIK): 0001965229

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Portfolio Holdings for Sensible Money

Sensible Money holds 82 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	25.3	$47M	+7%	1.5M	31.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	19.6	$37M	+4%	670k	54.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	12.6	$24M	+7%	924k	25.44	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	6.6	$12M	+13%	471k	25.96	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.7	$11M	+9%	413k	25.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.3	$7.9M	+4%	291k	27.19	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$3.0M	-3%	62k	49.24	View chart
Apple (AAPL)	1.6	$2.9M	-3%	17k	171.48	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	1.4	$2.5M		91k	27.76	View chart
Freeport-mcmoran CL B (FCX)	1.3	$2.4M	+16%	52k	47.02	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.9	$1.7M	-5%	21k	82.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.6M		3.3k	480.75	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$1.2M		4.0k	300.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.2M	-4%	2.3k	522.97	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.2M		23k	51.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.1M	-3%	4.3k	259.90	View chart
Microsoft Corporation (MSFT)	0.6	$1.1M	+4%	2.6k	420.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.1M		21k	50.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.0M		2.0k	525.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.0M	-12%	9.3k	110.52	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.5	$944k		16k	61.02	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$927k	+104%	35k	26.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.5	$869k	+3%	41k	20.97	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.4	$813k		4.3k	190.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$796k	-9%	5.3k	150.93	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$773k		16k	47.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.4	$744k		23k	31.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$719k		8.6k	83.58	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.4	$701k		20k	35.47	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$689k		11k	65.87	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.3	$643k	+51%	11k	56.98	View chart
Amazon (AMZN)	0.3	$628k	-5%	3.5k	180.41	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.3	$595k		18k	32.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$583k		10k	57.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$546k	-5%	3.6k	152.24	View chart
NVIDIA Corporation (NVDA)	0.3	$538k	+41%	596.00	902.83	View chart
JPMorgan Chase & Co. (JPM)	0.2	$443k		2.2k	200.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$439k	+9%	23k	19.21	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$437k		5.7k	76.00	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$435k		4.0k	108.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$432k		3.2k	135.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$429k		967.00	444.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$394k	+3%	3.3k	118.29	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$384k		3.6k	105.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$384k	+5%	20k	19.29	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$379k	+4%	19k	20.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$374k		5.0k	74.22	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$369k		1.8k	205.09	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$368k	NEW	12k	29.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$366k	+7%	18k	20.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$363k	-2%	1.4k	260.72	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$349k	+15%	2.7k	130.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$345k		2.1k	164.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$341k		990.00	344.20	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$340k		3.9k	87.23	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$337k	+19%	5.5k	61.20	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$330k	+19%	9.2k	35.84	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.2	$297k		6.0k	49.71	View chart
Park National Corporation (PRK)	0.2	$297k		2.2k	135.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$291k		1.6k	182.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$267k		3.3k	80.62	View chart
Abbvie (ABBV)	0.1	$266k		1.5k	182.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$256k	-11%	3.2k	79.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$254k		3.3k	76.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$251k		1.0k	249.86	View chart
Costco Wholesale Corporation (COST)	0.1	$250k	-30%	342.00	732.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$243k		1.1k	228.59	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$241k		4.3k	56.40	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$233k		2.6k	89.90	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$228k		4.1k	55.67	View chart
Alps Etf Tr Barrons 400 Etf (BFOR)	0.1	$220k		3.2k	67.91	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$217k		6.1k	35.80	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$213k	NEW	3.2k	66.30	View chart
Intel Corporation (INTC)	0.1	$212k	+11%	4.8k	44.17	View chart
Visa Com Cl A (V)	0.1	$210k	NEW	753.00	279.08	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$206k	NEW	3.0k	68.68	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$206k	NEW	3.7k	56.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$205k	NEW	3.3k	62.06	View chart
Medtronic SHS (MDT)	0.1	$203k	NEW	2.3k	87.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$201k	NEW	3.5k	58.06	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$198k		12k	16.39	View chart
Pacira Biosciences Note 0.750% 8/0	0.0	$9.5k		10k	0.95	View chart

Past Filings by Sensible Money

SEC 13F filings are viewable for Sensible Money going back to 2024

Sensible Money 2022 Q4 filed June 25, 2024
Sensible Money 2023 Q1 filed June 25, 2024
Sensible Money 2023 Q2 filed June 25, 2024
Sensible Money 2023 Q3 filed June 25, 2024
Sensible Money 2023 Q4 filed June 25, 2024
Sensible Money 2024 Q1 filed June 25, 2024

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