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CIK: 0001965229
Total reported value
$377.1M
$377.1M
86 檔
41.2%
As reported in its official Q3 2024 Form 13F filing, Sensible Money, LLC's tracked investment portfolio stood at $377.1M with 86 total positions.
During Q3 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 41.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.40% | — | +1.79% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 18.20% | -0.07% | +3.25% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 10.40% | -0.98% | -1.01% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 7.24% | +0.20% | +5.14% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.64% | +0.19% | +8.26% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 3.91% | -0.35% | +2.09% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.44% | -0.31% | +41.82% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.11% | +92.42% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.34% | +0.09% | -0.03% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.26% | -0.10% | -0.33% | |
| 11 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.09% | -0.04% | +0.01% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | +48.20% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.79% | — | +2.18% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | +0.05% | +27.97% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | — | +16.39% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.16% | -29.15% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.01% | -1.33% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.53% | — | -7.72% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.07% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | -3.76% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.05% | +0.44% | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.39% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.03% | +0.56% | |
| 24 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.37% | -0.02% | — | |
| 25 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.36% | +0.10% | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.35% | -0.02% | +1.41% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | +0.01% | -27.60% | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.33% | — | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.33% | -0.10% | — | |
| 30 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.33% | -0.07% | -0.18% | |
| 31 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | -0.01% | -6.73% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -0.01% | +1.11% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.28% | +0.01% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | -0.01% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | — | +0.95% | |
| 36 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.23% | -0.02% | +17.73% | |
| 37 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.22% | -0.03% | +10.91% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.01% | +7.14% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.21% | +0.03% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.02% | +0.45% | |
| 41 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.20% | -0.01% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | +2.18% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.20% | — | — | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.20% | — | +4.61% | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.19% | -0.02% | +4.78% | |
| 46 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.19% | — | +15.16% | |
| 47 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.19% | -0.01% | -26.63% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.18% | — | +2.79% | |
| 49 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.18% | -0.01% | — | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.17% | — | +2.10% |
According to official SEC Form 13F filings, Sensible Money, LLC reported a total U.S. public equity portfolio value of $377.1M across 86 disclosed positions in Q3 2024.
During Q3 2024, Sensible Money, LLC's top holdings by market value included DFAC (25.4%)、DFAT (18.2%)、DFAX (10.4%). The largest single position, DFAC, represented 25.4% of total portfolio value.
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In Q3 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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