13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965229
Total reported value
$377.1M
$377.1M
83 檔
42.2%
During the Q1 2025 filing period, Sensible Money, LLC (CIK: 0001965229) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $377.1M across 83 reported positions.
During Q1 2025, Sensible Money, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.47% | — | +4.52% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 18.71% | -0.07% | +7.07% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 9.38% | -0.98% | -3.58% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 7.38% | +0.20% | +6.62% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.23% | +0.19% | +10.17% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.12% | -0.31% | +29.46% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 4.12% | -0.35% | -0.85% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.05% | -0.11% | +0.22% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.19% | +0.09% | +0.46% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.18% | -0.10% | -0.36% | |
| 11 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.91% | -0.04% | +16.78% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | — | -11.48% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.69% | — | -0.28% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.64% | +0.05% | -0.38% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | — | +7.95% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.16% | +0.62% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.01% | -0.56% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.51% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | -0.21% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.07% | +0.35% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.05% | +7.40% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.35% | -0.02% | +1.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | -0.85% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.33% | -0.10% | — | |
| 25 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.33% | -0.02% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | +0.01% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.32% | +0.10% | — | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.31% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.01% | +0.54% | |
| 30 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.01% | — | |
| 31 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.27% | -0.07% | — | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.26% | +0.01% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.01% | — | |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.24% | — | +0.12% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.02% | +0.86% | |
| 36 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.23% | -0.02% | +1.78% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.01% | -3.48% | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.20% | -0.03% | -0.07% | |
| 39 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.19% | -0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | +1.59% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.19% | +0.03% | — | |
| 42 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.19% | -0.02% | -0.24% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | — | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.19% | — | — | |
| 45 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.19% | — | -0.10% | |
| 46 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.18% | -0.01% | — | |
| 47 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.18% | -0.01% | -2.26% | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.17% | -0.01% | — | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | — | — | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.16% | — | +4.66% |
According to official SEC Form 13F filings, Sensible Money, LLC reported a total U.S. public equity portfolio value of $377.1M across 83 disclosed positions in Q1 2025.
During Q1 2025, Sensible Money, LLC's top holdings by market value included DFAC (25.5%)、DFAT (18.7%)、DFAX (9.4%). The largest single position, DFAC, represented 25.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFAX) accounted for 42.2% of total reported equity market value during Q1 2025.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.