Sensible Money, LLC — Q1 2025 13F Holdings

Name: Sensible Money, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001965229

Total reported value

$328.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	25.47%	+0.46%	+4.52%
2	DFAT	Dimensional US Target Value	ETF-Other	18.71%	+0.89%	+7.07%
3	DFAX	Dimensional World Ex US Core	ETF-Other	9.38%	-0.45%	-3.58%
4	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	7.38%	+0.38%	+6.62%
5	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	7.23%	+0.26%	+10.17%
6	DFIC	Dimensional International Co	ETF-Other	5.12%	+0.67%	+29.46%
7	DISV	Dimensional International Sm	ETF-Other	4.12%	-0.10%	-0.85%
8	AAPL	Apple INC	Stock-Tech	3.05%	-1.45%	+0.22%
9	SCHA	Schwab US Small-cap ETF	ETF-Other	1.19%	-0.03%	+0.46%
10	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	1.18%	-0.03%	-0.36%
11	FCX	Freeport-mcmoran INC	Stock-Materials	0.91%	+0.07%	+16.78%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.76%	-0.20%	-11.48%
13	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.69%	-0.01%	-0.28%
14	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.64%	—	-0.38%
15	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.62%	-0.03%	+7.95%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.57%	-0.12%	+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%	-0.04%	—
19	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.46%	+0.08%	-0.21%
20	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.45%	+0.06%	+0.35%
21	MSFT	Microsoft CORP	Stock-Tech	0.43%	-0.11%	+7.40%
22	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.35%	—	+1.28%
23	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.34%	-0.08%	-0.85%
24	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	0.33%	—	—
25	AVES	Avantis Emerging Markets Val	ETF-Emerging Markets	0.33%	—	—
26	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.33%	—	+0.01%
27	QTEC	First Trust Nasdq 100 Tech I	ETF-Tech	0.32%	-0.03%	—
28	EZM	Wisdomtree US Midcap Fund	ETF-Other	0.31%	—	—
29	AMZN	Amazon.com INC	Stock-Consumer Disc	0.29%	-0.03%	+0.54%
30	RSPH	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.28%	-0.02%	—
31	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-Other	0.27%	—	—
32	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.26%	—	—
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%	-0.03%	+0.86%
36	BSCS	Invesco Bulletshares 2028 Cb	ETF-Other	0.23%	—	+1.78%
37	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.22%	-0.04%	-3.48%
38	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.20%	—	-0.07%
39	PKW	Invesco Buyback Achievers Et	ETF-Other	0.19%	—	—
40	NVDA	Nvidia CORP	Stock-Tech	0.19%	-0.04%	+1.59%
41	IYW	Ishares Ustechnology ETF	ETF-Tech	0.19%	-0.02%	—
42	BSCR	Invesco Bulletshares 2027 Cb	ETF-Other	0.19%	—	-0.24%
43	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.19%	—	—
44	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.19%	-0.03%	—
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%	—	—
47	PDN	Inv Rafi Dev Mkt US Sm-usdin	ETF-Other	0.18%	—	-2.26%
48	FDN	First Trust Dj Internet Ind	ETF-Other	0.17%	-0.02%	—
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%

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