Sensible Money

Sensible Money as of March 31, 2025

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