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Sensible Money

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

Top 5 stock holdings are Dimensional Etf Trust, Dimensional Etf Trust, DFEV, DFIC, DFEM, and represent 71.15% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: Dimensional Etf Trust (+$5.4M), Dimensional Etf Trust, DFIC, DFEM, DFEV, SGOV, DFUV, AMKR, DFUS, DFSV.
Started 13 new stock positions in ILCG, BSMR, SGOV, DFUV, XOM, AMKR, PSEC, GSIE, DFSV, BSMT. BSCV, BSMS, DFIV.
Reduced shares in these 10 stocks: DFAX, VTI, LQD, FCX, EZM, IJR, Dimensional Etf Trust, PANW, VTV, VEA.
Sold out of its positions in BFOR, Dimensional Etf Trust, LQD, PANW, SCHP, BND, VNQ, VTV, FTAI.
Sensible Money was a net buyer of stock by $14M.
Sensible Money has $389M in assets under management (AUM), dropping by 3.09%.
Central Index Key (CIK): 0001965229

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Portfolio Holdings for Sensible Money

Sensible Money holds 105 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf	26.8	$104M	+5%	2.3M	44.45	View chart
Dimensional Etf Trust Us Targeted Vlu	19.6	$76M	+4%	1.1M	66.44	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	8.5	$33M	+4%	778k	42.40	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.2	$32M	+11%	852k	37.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	8.0	$31M	+4%	787k	39.72	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.2	$24M	-2%	656k	37.02	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.6	$14M		321k	43.29	View chart
Apple (AAPL)	1.2	$4.6M		14k	333.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$4.1M		126k	32.63	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.9	$3.5M		84k	41.87	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.7	$2.8M	+15%	34k	83.03	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$2.4M	-20%	6.4k	374.26	View chart
Freeport Mcmoran CL B (FCX)	0.6	$2.2M	-16%	32k	70.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.0M	-6%	2.7k	762.72	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.5	$2.0M		20k	102.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.9M	+3%	2.5k	765.87	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.8M		22k	81.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.7M	-16%	25k	70.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$1.6M		3.7k	431.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.5M	-6%	4.4k	344.12	View chart
First Tr Exchange-traded SHS (QTEC)	0.4	$1.4M		4.3k	329.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.4M		2.0k	700.91	View chart
Microsoft Corporation (MSFT)	0.3	$1.3M	+8%	2.6k	512.83	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.1M	+14%	12k	94.02	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$1.1M		16k	65.13	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$974k	+8%	48k	20.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$948k	-5%	2.8k	340.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$917k		1.8k	497.95	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$894k	+4%	10k	89.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$854k		3.2k	264.90	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$843k		8.7k	97.44	View chart
Amazon (AMZN)	0.2	$824k	-3%	3.3k	249.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$798k		22k	37.01	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$776k	+2%	14k	56.22	View chart
NVIDIA Corporation (NVDA)	0.2	$764k	-14%	3.3k	228.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$757k	+62%	23k	32.53	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$728k	+2%	8.8k	82.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$675k		2.0k	330.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$642k		2.1k	304.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$615k	+15%	32k	19.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$610k	-40%	4.5k	136.03	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$597k		15k	40.17	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$580k	+13%	36k	16.14	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$578k	NEW	5.7k	100.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$573k	-2%	774.00	739.99	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.1	$570k		12k	45.90	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$570k		4.0k	143.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$554k	+102%	5.2k	105.70	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$550k	+18%	30k	18.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$543k		5.6k	96.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$517k	+11%	27k	19.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$515k	+3%	2.3k	222.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$509k		1.8k	288.45	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$503k		10k	50.21	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$475k		1.4k	337.83	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$473k		6.7k	70.51	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$471k	NEW	8.6k	55.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$467k	+2%	3.4k	137.71	View chart
Amkor Technology (AMKR)	0.1	$467k	NEW	8.9k	52.38	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$452k	-18%	9.1k	49.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$449k	+68%	3.8k	117.77	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$448k		3.6k	122.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$438k		2.6k	166.27	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$433k		5.8k	74.80	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$425k	-50%	5.9k	71.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$408k		2.5k	160.36	View chart
Park National Corporation (PRK)	0.1	$400k		2.2k	178.68	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	0.1	$365k	NEW	9.7k	37.47	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.1	$345k		6.0k	57.72	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$344k		3.9k	88.50	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$339k	-16%	3.2k	106.98	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$331k		4.2k	78.42	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$330k	-17%	1.2k	284.49	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$328k		19k	17.05	View chart
Abbvie (ABBV)	0.1	$308k	+24%	1.2k	261.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$302k		10k	30.00	View chart
Visa Com Cl A (V)	0.1	$300k	-2%	834.00	359.33	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$289k		3.2k	89.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$284k		2.7k	103.88	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$273k	NEW	5.9k	45.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$269k		4.3k	62.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$267k	NEW	4.8k	55.86	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$265k	NEW	2.3k	116.96	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$263k	-30%	2.9k	90.11	View chart
Johnson & Johnson (JNJ)	0.1	$262k	+14%	988.00	264.87	View chart
Dell Technologies CL C (DELL)	0.1	$259k	-5%	481.00	537.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$254k		3.5k	71.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$254k		8.6k	29.31	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$250k		5.0k	49.74	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$250k	NEW	1.5k	162.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$246k	NEW	16k	15.77	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$244k		5.1k	48.35	View chart
Costco Wholesale Corporation (COST)	0.1	$243k	-4%	267.00	911.57	View chart
International Business Machines (IBM)	0.1	$240k	+14%	1.1k	220.00	View chart
Intel Corporation (INTC)	0.1	$223k	-2%	1.9k	120.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$222k	-39%	3.7k	59.30	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$217k		2.4k	91.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$216k	NEW	9.7k	22.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$212k		2.7k	78.10	View chart
Eli Lilly & Co. (LLY)	0.1	$211k	-9%	182.00	1157.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$210k	NEW	9.2k	22.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$205k	NEW	8.8k	23.26	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$204k		3.2k	64.58	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$184k	-14%	10k	18.35	View chart
Prospect Capital Corporation (PSEC)	0.0	$39k	NEW	19k	2.08	View chart

Past Filings by Sensible Money

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

Sensible Money 2026 Q3 filed Oct. 20, 2026
Sensible Money 2026 Q2 filed July 30, 2026
Sensible Money 2026 Q1 filed April 21, 2026
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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