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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 68.64% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: DFAT, DFIC, DFAC, DFEV, DFEM, BSCS, SCHA, SPY, IAU, VYM.
Started 4 new stock positions in LLY, VYM, IAU, DFAW.
Reduced shares in these 10 stocks: DFAX, BSCP, DISV, DVY, , NSC, PANW, VWO, FCX, AAPL.
Sold out of its positions in META, BSCP, DVY, NSC, PANW, VWO.
Sensible Money was a net buyer of stock by $8.6M.
Sensible Money has $313M in assets under management (AUM), dropping by 6.43%.
Central Index Key (CIK): 0001965229

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Portfolio Holdings for Sensible Money

Sensible Money holds 86 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	25.7	$80M	+2%	2.0M	39.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	19.4	$61M	+5%	1.0M	59.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.0	$25M	-4%	768k	32.73	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	7.9	$25M	+2%	731k	33.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.6	$24M	+2%	724k	33.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.2	$22M	+15%	651k	34.46	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.8	$12M	-2%	317k	38.00	View chart
Apple (AAPL)	2.6	$8.2M		30k	271.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$3.6M	+8%	128k	28.48	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.0	$3.2M		89k	36.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.4M	+12%	3.5k	681.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.3M	+7%	7.0k	335.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$2.0M		27k	74.17	View chart
Freeport-mcmoran CL B (FCX)	0.6	$1.9M	-9%	38k	50.79	View chart
Spdr Series Trust State Street Spd (SLYV)	0.6	$1.8M	-2%	20k	90.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M	-2%	5.0k	313.01	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.5M		22k	67.22	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.4M		3.7k	386.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.3M		1.9k	684.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M		21k	62.47	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M		2.6k	483.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M		2.0k	627.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M		3.2k	313.83	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$982k		4.3k	230.21	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$953k		16k	58.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$876k		7.3k	120.19	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$868k	+58%	42k	20.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$817k		8.7k	94.16	View chart
Amazon (AMZN)	0.3	$813k		3.5k	230.82	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.3	$793k		12k	66.80	View chart
NVIDIA Corporation (NVDA)	0.2	$778k	+6%	4.2k	186.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$774k		10k	77.02	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$747k		11k	71.42	View chart
JPMorgan Chase & Co. (JPM)	0.2	$724k		2.2k	322.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$695k		22k	31.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$663k		15k	44.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$639k		3.2k	199.68	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$540k		4.0k	134.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$528k	+14%	27k	19.74	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.2	$520k		12k	42.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$509k	-2%	5.7k	89.46	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$494k		14k	34.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$484k	+5%	25k	19.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$480k	+60%	1.9k	257.95	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$475k		1.8k	269.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$474k		772.00	614.46	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$453k	+36%	27k	16.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$443k		2.2k	198.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$440k	+54%	23k	18.84	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$438k		9.9k	44.41	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$436k		3.3k	131.59	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$433k		3.6k	118.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$433k	+84%	16k	27.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$421k		1.4k	302.11	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$418k	-13%	4.9k	84.65	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$391k		5.7k	68.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$367k		1.7k	219.78	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$358k		3.8k	94.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$355k		2.5k	141.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$348k		2.3k	148.68	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.1	$345k		6.0k	57.73	View chart
Park National Corporation (PRK)	0.1	$339k		2.2k	152.18	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$296k		3.2k	92.25	View chart
Visa Com Cl A (V)	0.1	$295k		840.00	350.71	View chart
Costco Wholesale Corporation (COST)	0.1	$279k	-5%	323.00	862.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$268k		2.6k	103.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$267k		4.3k	62.37	View chart
Alps Etf Tr Barrons 400 Etf (BFOR)	0.1	$267k		3.2k	82.35	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$266k		9.9k	26.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$259k		2.7k	96.02	View chart
International Business Machines (IBM)	0.1	$257k		869.00	296.21	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$255k		3.7k	69.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$241k		2.4k	101.99	View chart
Ftai Aviation SHS (FTAI)	0.1	$240k		1.2k	196.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$237k	-11%	486.00	487.86	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$236k		3.0k	78.65	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$229k		5.0k	45.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$225k		774.00	290.22	View chart
Abbvie (ABBV)	0.1	$221k	-5%	967.00	228.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$219k		8.3k	26.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$217k	NEW	2.7k	81.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$214k	NEW	1.5k	143.48	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$207k	NEW	2.8k	73.99	View chart
Eli Lilly & Co. (LLY)	0.1	$206k	NEW	192.00	1074.68	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$205k		2.4k	86.25	View chart
Golden Matrix Group (GMGI)	0.0	$8.0k		10k	0.80	View chart

Past Filings by Sensible Money

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

Sensible Money 2025 Q4 filed Feb. 9, 2026
Sensible Money 2025 Q3 filed Nov. 13, 2025
Sensible Money 2025 Q2 filed Aug. 5, 2025
Sensible Money 2025 Q1 filed May 13, 2025
Sensible Money 2024 Q4 filed Jan. 29, 2025
Sensible Money 2024 Q3 filed Oct. 16, 2024
Sensible Money 2024 Q2 filed Sept. 18, 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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