Sensible Money, LLC
86 holdingsFiling period: 2026-03-31Current AUM: $368.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.21M | $85.9M | $98.3M | 26.72% | +180.0K | 2026-03-31 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 1.07M | $66.7M | $75.6M | 20.53% | +47.4K | 2026-03-31 |
| 3 | DFEV | DIMENSIONAL ETF TRUST | 758.8K | $27.1M | $30.1M | 8.19% | +27.9K | 2026-03-31 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 752.7K | $26.0M | $28.4M | 7.71% | +28.6K | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 724.1K | $25.7M | $27.6M | 7.49% | +73.2K | 2026-03-31 |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 733.4K | $24.9M | $26.8M | 7.28% | -34,773 | 2026-03-31 |
| 7 | DISV | DIMENSIONAL ETF TRUST | 312.9K | $12.3M | $13.2M | 3.60% | -4,023 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 15.3K | $3.9M | $4.7M | 1.28% | -14,982 | 2026-03-31 |
| 9 | SCHA | SCHWAB STRATEGIC TR | 127.3K | $3.7M | $4.3M | 1.16% | -402 | 2026-03-31 |
| 10 | FNDE | SCHWAB STRATEGIC TR | 84.8K | $3.2M | $3.5M | 0.95% | -3,763 | 2026-03-31 |
| 11 | FCX | FREEPORT MCMORAN INC | 38.3K | $2.3M | $2.4M | 0.65% | +465 | 2026-03-31 |
| 12 | VTI | VANGUARD INDEX FDS | 6.5K | $2.1M | $2.4M | 0.65% | -524 | 2026-03-31 |
| 13 | DFUS | DIMENSIONAL ETF TRUST | 27.8K | $2.0M | $2.3M | 0.62% | +967 | 2026-03-31 |
| 14 | SLYV | SPDR SERIES TRUST | 19.9K | $1.9M | $2.2M | 0.59% | -150 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 2.8K | $1.9M | $2.1M | 0.58% | -626 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 2.5K | $1.6M | $1.9M | 0.51% | +596 | 2026-03-31 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | 24.6K | $1.6M | $1.7M | 0.47% | +3.7K | 2026-03-31 |
| 18 | IEMG | ISHARES INC | 22.4K | $1.6M | $1.7M | 0.47% | +607 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 4.8K | $1.4M | $1.7M | 0.47% | -196 | 2026-03-31 |
| 20 | IWV | ISHARES TR | 3.7K | $1.4M | $1.6M | 0.43% | -- | 2026-03-31 |
| 21 | VOO | VANGUARD INDEX FDS | 2.0K | $1.2M | $1.3M | 0.36% | +2 | 2026-03-31 |
| 22 | AVES | AMERICAN CENTY ETF TR | 16.3K | $980K | $1.0M | 0.28% | +1 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.0K | $976K | $976K | 0.27% | -- | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.6K | $944K | $1.2M | 0.32% | -6 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 3.2K | $929K | $1.2M | 0.31% | -- | 2026-03-31 |
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