Sensible Money, LLC

Est. AUM

$328.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$85.9M	2210467	26.17%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$66.7M	1068341	20.33%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$27.2M	758832	8.27%	SOLE
4	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$26.0M	752742	7.92%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$25.7M	724079	7.84%	SOLE
6	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$24.9M	733377	7.59%	SOLE
7	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$12.3M	312922	3.76%	SOLE
8	APPLE INC	COM	$3.9M	15289	1.18%	SOLE
9	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.7M	127320	1.13%	SOLE
10	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$3.2M	84808	0.99%	SOLE
11	FREEPORT MCMORAN INC	CL B	$2.3M	38300	0.69%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6465	0.63%	SOLE
13	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.0M	27808	0.60%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	19861	0.57%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2846	0.56%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$1.6M	2519	0.50%	SOLE
17	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	24586	0.48%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$1.6M	22432	0.48%	SOLE
19	ALPHABET INC	CAP STK CL A	$1.4M	4818	0.42%	SOLE
20	ISHARES TR	RUSSELL 3000 ETF	$1.4M	3729	0.42%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	1953	0.36%	SOLE
22	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$980K	16339	0.30%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$976K	2037	0.30%	SOLE
24	MICROSOFT CORP	COM	$945K	2552	0.29%	SOLE
25	ALPHABET INC	CAP STK CL C	$930K	3241	0.28%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	SHS	$921K	4266	0.28%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$906K	7292	0.28%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$862K	42219	0.26%	SOLE
29	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$810K	10048	0.25%	SOLE
30	ISHARES TR	MSCI USA MIN VOL	$805K	8678	0.25%	SOLE
31	WISDOMTREE TR	US MIDCAP FUND	$798K	11866	0.24%	SOLE
32	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$765K	10453	0.23%	SOLE
33	AMAZON COM INC	COM	$744K	3572	0.23%	SOLE
34	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$689K	14870	0.21%	SOLE
35	NVIDIA CORPORATION	COM	$685K	3927	0.21%	SOLE
36	JPMORGAN CHASE & CO	COM	$659K	2239	0.20%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$659K	21825	0.20%	SOLE
38	ISHARES TR	U.S. TECH ETF	$581K	3200	0.18%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$531K	31735	0.16%	SOLE
40	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$527K	14770	0.16%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$527K	26844	0.16%	SOLE
42	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$527K	4019	0.16%	SOLE
43	ISHARES TR	CORE MSCI EAFE	$502K	5545	0.15%	SOLE
44	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$492K	6666	0.15%	SOLE
45	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$484K	24803	0.15%	SOLE
46	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$462K	24750	0.14%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$450K	9868	0.14%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$446K	772	0.14%	SOLE
49	ISHARES TR	S&P MC 400VL ETF	$439K	3311	0.13%	SOLE
50	ISHARES INC	MSCI GBL MIN VOL	$436K	3647	0.13%	SOLE

1–50 of 85

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.