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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 68.17% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: DFAT, DFIC, DFAC, DFEM, DFEV, FCX, IBM, ABBV, VOO, PRK.
Started 2 new stock positions in IBM, ABBV.
Reduced shares in these 10 stocks: DFAX, SPY, FTAI, DISV, VTV, VUG, GOOG, FNDE, PDN, GOOGL.
Sold out of its position in FTAI.
Sensible Money was a net buyer of stock by $11M.
Sensible Money has $233M in assets under management (AUM), dropping by 2.33%.
Central Index Key (CIK): 0001965229

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Portfolio Holdings for Sensible Money

Sensible Money holds 83 positions in its portfolio as reported in the March 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)	25.5	$59M	+4%	1.8M	32.99	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	18.7	$44M	+7%	848k	51.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	9.4	$22M	-3%	836k	26.20	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	7.4	$17M	+6%	637k	27.05	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.2	$17M	+10%	638k	26.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.1	$12M	+29%	431k	27.77	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.1	$9.6M		331k	29.12	View chart
Apple (AAPL)	3.1	$7.1M		32k	222.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$2.8M		119k	23.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.2	$2.7M		89k	30.80	View chart
Freeport-mcmoran CL B (FCX)	0.9	$2.1M	+16%	56k	37.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.8M	-11%	3.2k	559.41	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$1.6M		21k	78.40	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.5M		25k	60.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.4M	+7%	2.8k	513.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.3M		4.8k	274.84	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.2M		22k	53.97	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.2M		3.7k	317.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.1M		1.9k	562.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.1M		21k	50.83	View chart
Microsoft Corporation (MSFT)	0.4	$1.0M	+7%	2.7k	375.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$828k		8.8k	93.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$792k		5.1k	154.64	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$781k		11k	74.72	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$770k		16k	47.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$765k		7.3k	104.57	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$740k		4.3k	173.56	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.3	$718k		12k	59.60	View chart
Amazon (AMZN)	0.3	$675k		3.5k	190.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.3	$649k		22k	29.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$635k		18k	36.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$606k		10k	60.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$568k		1.2k	468.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$551k		27k	20.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$549k		2.2k	245.30	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$534k		26k	20.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$506k	-3%	3.2k	156.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$458k		24k	19.48	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$453k		4.0k	112.67	View chart
NVIDIA Corporation (NVDA)	0.2	$450k		4.2k	108.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$449k		3.2k	140.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$449k		23k	19.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$446k		5.9k	75.64	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$439k		5.7k	77.05	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$436k		14k	30.57	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$424k		3.6k	116.37	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.2	$409k	-2%	12k	33.48	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$397k		1.8k	222.15	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$396k		3.3k	119.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$384k	+4%	2.2k	170.89	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$351k		1.4k	251.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$347k		9.5k	36.41	View chart
Park National Corporation (PRK)	0.1	$335k	+31%	2.2k	151.38	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$333k		5.6k	59.30	View chart
Costco Wholesale Corporation (COST)	0.1	$324k		342.00	946.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$324k	+4%	1.7k	193.99	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.1	$319k		6.0k	53.45	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$319k	+2%	19k	16.59	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$315k		3.8k	83.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$313k		2.5k	124.52	View chart
Visa Com Cl A (V)	0.1	$292k	+10%	834.00	350.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$286k	+27%	2.3k	122.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$281k		1.1k	258.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$274k		15k	18.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$272k		2.0k	134.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$267k		3.3k	79.86	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$264k		4.3k	61.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$262k	+11%	1.2k	221.75	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$252k		3.2k	78.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$239k		8.5k	27.96	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$236k		4.1k	57.57	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$228k		2.6k	88.00	View chart
Alps Etf Tr Barrons 400 Etf (BFOR)	0.1	$225k		3.2k	69.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$223k	-17%	1.3k	172.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$221k		2.7k	81.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$218k		9.9k	22.08	View chart
International Business Machines (IBM)	0.1	$215k	NEW	865.00	248.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$215k		3.7k	58.54	View chart
Abbvie (ABBV)	0.1	$214k	NEW	1.0k	209.52	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$213k		3.0k	71.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$204k	-18%	550.00	370.82	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.1	$120k		15k	8.25	View chart
Pacira Biosciences Note 0.750% 8/0	0.0	$9.8k		10k	0.98	View chart

Past Filings by Sensible Money

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

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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