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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, DFEV, DFEM, DFIC, and represent 70.44% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: DFAT, DFIC, SPYM, RWJ, QQQM, VTI, LQD, DFAC, PANW, VTV.
Started 18 new stock positions in QQQM, PREF, IBM, BND, LQD, FPE, VNQ, INTC, RWJ, PANW. EES, SCHP, LLY, DELL, IJH, VTV, JNJ, SPYM.
Reduced shares in these 10 stocks: DFAX, DFEV, AAPL, VIG, SPLV, RDVY, PTNQ, FNDC, GOOG, BRK.B.
Sold out of its positions in RDVY, PTNQ, VIG.
Sensible Money was a net buyer of stock by $7.6M.
Sensible Money has $377M in assets under management (AUM), dropping by 14.73%.
Central Index Key (CIK): 0001965229

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Portfolio Holdings for Sensible Money

Sensible Money holds 101 positions in its portfolio as reported in the June 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 (DFAC)	26.1	$99M		2.2M	44.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	20.2	$76M	+2%	1.1M	69.90	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	8.5	$32M		748k	42.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	8.1	$31M		751k	40.64	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.5	$28M	+5%	761k	37.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.6	$25M	-7%	675k	36.84	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$13M	+2%	320k	40.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$4.6M		127k	36.13	View chart
Apple (AAPL)	1.1	$4.0M	-8%	14k	289.37	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.9	$3.3M		84k	39.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$3.0M	+25%	8.1k	370.05	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.6	$2.4M	+6%	30k	81.94	View chart
Freeport Mcmoran CL B (FCX)	0.6	$2.4M		38k	62.89	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.6	$2.2M		20k	109.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.1M		2.8k	746.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.1M	+19%	29k	71.25	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.9M		22k	82.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.8M	-4%	2.4k	748.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.7M		4.7k	357.37	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$1.6M		3.7k	426.40	View chart
First Tr Exchange-traded SHS (QTEC)	0.4	$1.4M		4.3k	334.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.4M		2.0k	686.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.1M	+2%	7.5k	148.30	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$1.1M		16k	65.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M	-9%	2.9k	353.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$970k		10k	96.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$925k	-9%	1.8k	500.39	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$907k	+5%	45k	20.37	View chart
Microsoft Corporation (MSFT)	0.2	$902k	-5%	2.4k	373.06	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$899k		12k	75.78	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$836k	NEW	9.5k	87.88	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$835k		8.7k	96.46	View chart
Amazon (AMZN)	0.2	$815k	-4%	3.4k	238.33	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$807k		3.2k	252.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$803k	NEW	14k	59.50	View chart
NVIDIA Corporation (NVDA)	0.2	$786k		3.9k	200.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$724k		22k	33.19	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$714k	+29%	8.6k	82.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$668k	-8%	2.0k	327.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$627k	NEW	2.1k	302.99	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$586k		15k	39.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$584k	+2%	793.00	736.59	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$564k		4.0k	141.66	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.1	$557k		12k	44.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$539k	-25%	11k	48.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$535k		27k	19.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$534k		5.5k	96.58	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$529k		32k	16.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$515k		1.4k	365.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$506k	NEW	4.6k	109.07	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$504k		10k	50.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$495k	-36%	6.6k	74.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$490k		2.2k	219.43	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$489k		3.3k	147.73	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$475k	+3%	26k	18.57	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$467k		1.8k	264.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$463k	-4%	24k	19.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$454k	+3%	14k	31.71	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$453k		2.5k	178.63	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$452k		3.8k	119.13	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$451k		5.8k	78.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$439k	+13%	2.7k	164.26	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$439k		3.6k	120.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$428k	+21%	1.4k	303.12	View chart
Park National Corporation (PRK)	0.1	$409k		2.2k	182.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$377k		9.7k	38.79	View chart
Palo Alto Networks (PANW)	0.1	$372k	NEW	1.1k	341.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$370k	+65%	6.2k	59.69	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$367k		3.9k	94.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$364k	NEW	1.7k	217.91	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.1	$364k		6.0k	60.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$362k	+764%	4.2k	86.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$340k	+300%	4.2k	80.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$337k	NEW	19k	17.88	View chart
Alps Etf Tr Barrons 400 Etf (BFOR)	0.1	$309k		3.2k	95.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$296k		10k	29.43	View chart
Visa Com Cl A (V)	0.1	$292k	+2%	852.00	343.09	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$291k		3.2k	90.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$284k		4.3k	66.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$282k	-8%	2.3k	124.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$280k		2.7k	103.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$272k	NEW	3.5k	77.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$269k		2.6k	103.96	View chart
International Business Machines (IBM)	0.1	$268k	NEW	951.00	281.30	View chart
Intel Corporation (INTC)	0.1	$266k	NEW	1.9k	139.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$262k	NEW	9.9k	26.50	View chart
Costco Wholesale Corporation (COST)	0.1	$261k	-13%	279.00	936.67	View chart
Ftai Aviation SHS (FTAI)	0.1	$258k		953.00	270.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$250k		8.6k	28.96	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$247k		5.1k	48.88	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$242k		5.0k	48.12	View chart
Eli Lilly & Co. (LLY)	0.1	$240k	NEW	200.00	1199.43	View chart
Abbvie (ABBV)	0.1	$238k		945.00	251.54	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$223k	NEW	12k	19.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$222k	NEW	2.3k	96.43	View chart
Dell Technologies CL C (DELL)	0.1	$219k	NEW	507.00	431.46	View chart
Johnson & Johnson (JNJ)	0.1	$219k	NEW	861.00	253.87	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$214k	NEW	3.2k	67.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$209k		2.4k	87.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$206k	NEW	2.8k	73.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$201k		2.7k	75.51	View chart

Past Filings by Sensible Money

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

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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