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CIK: 0001965229
Total reported value
$377.1M
$377.1M
88 檔
53.8%
The Q3 2025 SEC filing reveals that Sensible Money, LLC held a total portfolio value of $377.1M, covering 88 public equity positions.
Sensible Money, LLC executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 5 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFAX) accounted for 53.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
META
市值: $240.9K
Top Position Liquidated / Trimmed
DGRW
前期市值: $266.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.89% | — | +4.56% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 19.10% | -0.07% | +6.91% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.58% | -0.98% | -2.49% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.72% | +0.19% | +6.27% | |
| 5 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 7.71% | +0.20% | +3.33% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 6.27% | -0.31% | +14.65% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.95% | -0.35% | -1.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.11% | -1.39% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.11% | +0.09% | -1.33% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.09% | -0.10% | -0.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | +0.16% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | — | -1.53% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.67% | +0.05% | +6.66% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.62% | — | -0.09% | |
| 15 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.55% | -0.04% | -10.72% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.01% | -0.42% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.48% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.05% | -3.41% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | +0.16% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.07% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.03% | +0.02% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | — | |
| 23 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.33% | +0.10% | — | |
| 24 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.32% | -0.02% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.01% | -0.33% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.29% | -0.02% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.01% | — | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.27% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.01% | -0.65% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.10% | — | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.26% | +0.01% | -0.11% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | — | -7.18% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.02% | — | |
| 34 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.23% | -0.07% | -0.41% | |
| 35 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.21% | +0.03% | — | |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.19% | — | -0.14% | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.19% | -0.02% | +1.12% | |
| 39 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.18% | -0.01% | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | -0.01% | -0.58% | |
| 41 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.17% | -0.01% | +0.21% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.17% | -0.01% | — | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.16% | — | — | |
| 44 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.16% | — | +0.40% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.01% | +1.68% | |
| 46 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.16% | -0.02% | +1.96% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.16% | -0.03% | -0.13% | |
| 48 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.15% | -0.01% | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.15% | — | — | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Sensible Money, LLC reported a total U.S. public equity portfolio value of $377.1M across 88 disclosed positions in Q3 2025.
During Q3 2025, Sensible Money, LLC's top holdings by market value included DFAC (25.9%)、DFAT (19.1%)、DFAX (8.6%). The largest single position, DFAC, represented 25.9% of total portfolio value.
In Q3 2025, Sensible Money, LLC made 64 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 27 holdings, and fully liquidating 5 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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