Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 70.43% of Sensible Money's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$7.0M), DFAT, DFIC, DFEV, DFEM, BRK.B, IVV, DFSV, DFAW, VEA.
Started 4 new stock positions in DFSV, DFSE, VWO, BRK.B.
Reduced shares in these 10 stocks: AAPL, DFAX, SPY, IBM, VYM, LLY, VB, VTI, DISV, FNDE.
Sold out of its positions in GMGI, IBM, LLY, VYM.
Sensible Money was a net buyer of stock by $11M.
Sensible Money has $329M in assets under management (AUM), dropping by 4.98%.
Central Index Key (CIK): 0001965229

Tip: Access up to 7 years of quarterly data

Positions held by Sensible Money consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Sensible Money

Sensible Money holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	26.1	$86M	+8%	2.2M	38.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	20.3	$67M	+4%	1.1M	62.45	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	8.3	$27M	+3%	759k	35.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.9	$26M	+3%	753k	34.55	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.8	$26M	+11%	724k	35.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.6	$25M	-4%	733k	33.97	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.8	$12M		313k	39.44	View chart
Apple (AAPL)	1.2	$3.9M	-49%	15k	253.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$3.7M		127k	29.08	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.0	$3.2M	-4%	85k	38.26	View chart
Freeport Mcmoran CL B (FCX)	0.7	$2.3M		38k	58.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.1M	-7%	6.5k	320.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$2.0M	+3%	28k	70.91	View chart
Spdr Series Trust State Street Spd (SLYV)	0.6	$1.9M		20k	94.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.9M	-18%	2.8k	650.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M	+30%	2.5k	653.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.6M	+17%	25k	64.08	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.6M	+2%	22k	69.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	-3%	4.8k	287.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$1.4M		3.7k	370.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M		2.0k	597.59	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$980k		16k	59.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$976k	NEW	2.0k	479.20	View chart
Microsoft Corporation (MSFT)	0.3	$945k		2.6k	370.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$930k		3.2k	286.90	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$921k		4.3k	215.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$906k		7.3k	124.31	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$862k		42k	20.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$810k		10k	80.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$805k		8.7k	92.74	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$798k		12k	67.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$765k		11k	73.14	View chart
Amazon (AMZN)	0.2	$744k		3.6k	208.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$689k		15k	46.36	View chart
NVIDIA Corporation (NVDA)	0.2	$685k	-5%	3.9k	174.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$659k		22k	30.19	View chart
JPMorgan Chase & Co. (JPM)	0.2	$659k		2.2k	294.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$581k		3.2k	181.42	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.2	$536k		12k	43.37	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$531k	+18%	32k	16.72	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$528k		4.0k	131.25	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$527k	+2%	15k	35.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$527k		27k	19.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$502k	-2%	5.5k	90.53	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$492k	+138%	6.7k	73.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$484k		25k	19.53	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$462k	+5%	25k	18.66	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$451k		9.9k	45.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$446k		772.00	577.34	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$439k		3.3k	132.50	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$436k		3.6k	119.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$428k		2.2k	191.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$424k	-12%	14k	30.68	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$421k		1.4k	302.25	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$413k		1.8k	234.03	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$398k		5.7k	69.51	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$367k		3.8k	96.63	View chart
Park National Corporation (PRK)	0.1	$365k		2.2k	163.45	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$364k		2.5k	144.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$347k	-3%	1.6k	215.06	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$340k	NEW	9.7k	35.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$336k		2.4k	142.42	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$329k	-21%	3.9k	85.15	View chart
Costco Wholesale Corporation (COST)	0.1	$322k		323.00	996.99	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.1	$318k		6.0k	53.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$304k	-37%	1.2k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$303k	+36%	1.1k	287.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$272k	+4%	2.5k	110.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$269k		4.3k	62.97	View chart
Alps Etf Tr Barrons 400 Etf (BFOR)	0.1	$269k		3.2k	83.01	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$266k		3.2k	82.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$262k		2.7k	97.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$253k		9.9k	25.64	View chart
Visa Com Cl A (V)	0.1	$252k		834.00	302.24	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$250k		2.6k	96.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$250k		3.7k	68.28	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$235k		5.0k	46.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$235k		2.7k	88.16	View chart
Ftai Aviation SHS (FTAI)	0.1	$233k	-22%	951.00	245.00	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$219k		3.0k	72.96	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$218k		2.4k	91.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$217k	+3%	8.6k	25.10	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$214k	NEW	5.1k	42.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$212k		486.00	436.79	View chart
Abbvie (ABBV)	0.1	$204k	-2%	940.00	217.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$202k	NEW	3.7k	54.06	View chart

Past Filings by Sensible Money

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z