Sensible Money

Sensible Money as of March 31, 2026

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