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CIK: 0001965229
Total reported value
$377.1M
$377.1M
82 檔
34.4%
According to the latest 13F quarterly dataset, Sensible Money, LLC managed an equity portfolio of $377.1M at the end of Q1 2024, spanning 82 distinct U.S. exchange-listed positions.
During Q1 2024, Sensible Money, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFAX) accounted for 34.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.28% | — | +7.85% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 19.61% | -0.07% | +4.41% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.63% | -0.98% | +7.78% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 6.57% | +0.20% | +13.32% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.66% | +0.19% | +9.84% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.26% | -0.35% | +4.40% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.63% | +0.09% | -3.29% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.11% | -3.27% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.36% | -0.10% | +0.11% | |
| 10 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.31% | -0.04% | +16.54% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.94% | — | -5.81% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | — | +1.56% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.65% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | — | -4.52% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | +0.01% | -0.30% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.16% | -3.99% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.05% | +4.80% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | +0.07% | -0.29% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +1.08% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.01% | -12.92% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.51% | — | — | |
| 22 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.31% | +104.27% | |
| 23 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.47% | — | +3.21% | |
| 24 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.44% | +0.10% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.03% | -9.62% | |
| 26 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.42% | -0.02% | — | |
| 27 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.01% | — | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.39% | -0.02% | — | |
| 29 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.38% | -0.07% | — | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.37% | -0.10% | — | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | +0.05% | +51.56% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | -5.33% | |
| 33 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.32% | -0.01% | — | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.31% | +0.01% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.01% | -5.28% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | — | +41.57% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.02% | — | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.24% | -0.03% | +9.58% | |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.23% | — | — | |
| 40 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.23% | -0.01% | — | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.23% | +0.03% | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.01% | — | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.21% | — | +3.48% | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.21% | -0.01% | — | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.21% | -0.02% | +5.31% | |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.20% | -0.02% | +4.68% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | -0.47% | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.20% | -0.01% | — | |
| 49 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.20% | — | +7.73% |
According to official SEC Form 13F filings, Sensible Money, LLC reported a total U.S. public equity portfolio value of $377.1M across 82 disclosed positions in Q1 2024.
During Q1 2024, Sensible Money, LLC's top holdings by market value included DFAC (25.3%)、DFAT (19.6%)、DFAX (12.6%). The largest single position, DFAC, represented 25.3% of total portfolio value.
In Q1 2024, Sensible Money, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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