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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, DFEM, DFEV, and represent 69.00% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: DFAT, DFAC, DFIC, DFEM, DFEV, ABBV, VWO, SCHB, FTAI, DFUS.
Started 5 new stock positions in FTAI, SCHB, VWO, GMGI, ABBV.
Reduced shares in these 10 stocks: DFAX, AOR, VTV, DISV, VV, FCX, AAPL, VO, NVDA, MSFT.
Sold out of its positions in AOR, Pacira Biosciences, VV, VTV.
Sensible Money was a net buyer of stock by $10M.
Sensible Money has $294M in assets under management (AUM), dropping by 11.52%.
Central Index Key (CIK): 0001965229

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Portfolio Holdings for Sensible Money

Sensible Money holds 88 positions in its portfolio as reported in the September 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)	25.9	$76M	+4%	2.0M	38.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	19.1	$56M	+6%	966k	58.21	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.6	$25M	-2%	804k	31.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.7	$23M	+6%	708k	32.07	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	7.7	$23M	+3%	712k	31.89	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.3	$18M	+14%	563k	32.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.0	$12M		326k	35.69	View chart
Apple (AAPL)	2.7	$7.8M		31k	254.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$3.3M		117k	27.90	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.1	$3.2M		89k	36.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.1M		6.5k	328.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.1M		3.1k	666.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$2.0M	+6%	27k	72.44	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.6	$1.8M		21k	88.65	View chart
Freeport-mcmoran CL B (FCX)	0.6	$1.6M	-10%	42k	39.22	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.4M		22k	65.92	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.4M		3.7k	378.94	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M	-3%	2.6k	517.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.3M		1.9k	669.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M		21k	59.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.2M		5.1k	243.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M		2.0k	612.34	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$980k		4.3k	229.61	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$937k		16k	57.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$866k		7.3k	118.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$841k		8.8k	95.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$789k		3.2k	243.56	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.3	$782k		12k	65.91	View chart
Amazon (AMZN)	0.3	$773k		3.5k	219.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$768k		11k	73.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$755k		10k	75.11	View chart
NVIDIA Corporation (NVDA)	0.2	$731k	-7%	3.9k	186.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$706k		2.2k	315.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$666k		15k	44.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$641k		22k	29.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$627k		3.2k	195.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$551k		27k	20.69	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$546k		27k	20.57	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$532k		4.0k	132.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$512k		5.9k	87.31	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.2	$505k		12k	41.11	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$494k		1.8k	279.84	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$476k		5.7k	83.41	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$474k		14k	32.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$472k		786.00	600.47	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$461k		23k	19.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$460k		24k	19.56	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$437k		3.6k	119.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$437k		2.2k	194.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$430k		3.3k	129.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$415k		1.4k	297.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$415k		9.7k	42.79	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$378k		5.7k	66.64	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$364k		3.9k	94.32	View chart
Park National Corporation (PRK)	0.1	$361k		2.2k	162.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$360k		1.7k	215.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$353k		2.5k	141.51	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.1	$346k		6.0k	57.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$341k		2.3k	145.64	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$332k	+2%	20k	16.90	View chart
Costco Wholesale Corporation (COST)	0.1	$317k		343.00	924.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$295k	-2%	1.2k	254.28	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$288k		3.2k	89.64	View chart
Visa Com Cl A (V)	0.1	$285k		834.00	341.38	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$285k	+2%	15k	18.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$276k	-4%	1.9k	142.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$272k		4.3k	63.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$264k		550.00	479.61	View chart
Alps Etf Tr Barrons 400 Etf (BFOR)	0.1	$263k		3.2k	81.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$260k		9.9k	26.34	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$257k		2.6k	99.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$251k		2.7k	93.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$247k		3.7k	67.26	View chart
International Business Machines (IBM)	0.1	$244k		865.00	282.16	View chart
Meta Platforms Cl A (META)	0.1	$241k		328.00	734.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$238k	-12%	2.4k	99.53	View chart
Abbvie (ABBV)	0.1	$236k	NEW	1.0k	231.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$233k		8.5k	27.30	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$233k		3.0k	77.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$227k	-28%	774.00	293.74	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$227k	-6%	5.0k	45.51	View chart
Norfolk Southern (NSC)	0.1	$222k	-10%	738.00	300.41	View chart
Palo Alto Networks (PANW)	0.1	$220k		1.1k	203.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$219k	NEW	4.0k	54.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$214k	NEW	8.3k	25.71	View chart
Ftai Aviation SHS (FTAI)	0.1	$204k	NEW	1.2k	166.86	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$202k		2.4k	84.83	View chart
Golden Matrix Group (GMGI)	0.0	$11k	NEW	10k	1.13	View chart

Past Filings by Sensible Money

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

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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