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CIK: 0001965229
Total reported value
$377.1M
$377.1M
82 檔
41.4%
At the close of Q4 2024, Sensible Money, LLC disclosed equity holdings valued at approximately $377.1M, spread across 82 reported holdings.
During Q4 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 41.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.14% | — | +1.71% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 19.33% | -0.07% | +5.76% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 9.45% | -0.98% | -1.65% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 6.86% | +0.20% | +2.57% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.65% | +0.19% | +7.20% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 3.88% | -0.35% | +8.22% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.77% | -0.31% | +18.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.51% | -0.11% | -0.66% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.34% | +0.09% | +98.92% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.14% | -0.10% | -0.19% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | — | +1.59% | |
| 12 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.80% | -0.04% | -4.00% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.79% | — | -0.79% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | +0.05% | -2.32% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | -5.99% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.16% | — | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.55% | — | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.01% | -0.10% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | +1.21% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.05% | -0.40% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | +0.07% | -0.65% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.03% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.01% | +9.28% | |
| 24 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.35% | +0.10% | — | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.02% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | -2.87% | |
| 27 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.33% | -0.02% | +0.06% | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.33% | — | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.32% | -0.10% | — | |
| 30 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.01% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | -0.01% | -0.59% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.01% | +16.89% | |
| 33 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.26% | -0.07% | -10.51% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.26% | +0.01% | +0.02% | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.24% | — | +20.68% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | — | -8.14% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.02% | — | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.23% | -0.02% | +2.84% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.22% | +0.03% | — | |
| 40 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.20% | -0.01% | — | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.20% | — | -0.78% | |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.20% | -0.03% | -9.53% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.20% | -0.02% | +2.70% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.19% | -0.01% | — | |
| 45 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.19% | — | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | +0.37% | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.18% | — | -3.27% | |
| 48 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.17% | -0.01% | — | |
| 49 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.17% | -0.01% | — | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.17% | +0.01% | — |
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 Q4 2024.
During Q4 2024, Sensible Money, LLC's top holdings by market value included DFAC (26.1%)、DFAT (19.3%)、DFAX (9.4%). The largest single position, DFAC, represented 26.1% of total portfolio value.
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In Q4 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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