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CIK: 0001965229
Total reported value
$377.1M
$377.1M
86 檔
57.0%
During the Q4 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 86 reported positions.
Sensible Money, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 6 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.67% | — | +2.82% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 19.41% | -0.07% | +5.73% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.03% | -0.98% | -4.48% | |
| 4 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 7.88% | +0.20% | +2.72% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.65% | +0.19% | +2.24% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 7.16% | -0.31% | +15.69% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.85% | -0.35% | -2.67% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.11% | -1.39% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.16% | +0.09% | +8.85% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.02% | -0.10% | -0.48% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | — | +12.29% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.16% | +7.69% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.64% | +0.05% | -0.98% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.61% | -0.04% | -9.01% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.58% | — | -2.32% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.03% | -2.07% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.01% | -0.32% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.46% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +0.21% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.07% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.05% | -1.95% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | -0.05% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.01% | — | |
| 24 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.31% | +0.10% | — | |
| 25 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.30% | -0.02% | +0.03% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | +0.01% | +0.01% | |
| 27 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.28% | -0.02% | +58.59% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.26% | -0.02% | -1.82% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.01% | — | |
| 30 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.25% | — | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | — | +6.53% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.25% | +0.01% | -0.07% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.24% | -0.10% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.02% | +0.40% | |
| 35 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.21% | -0.07% | -0.68% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.20% | +0.03% | — | |
| 38 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.17% | -0.01% | — | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.17% | -0.02% | +14.40% | |
| 40 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.17% | -0.01% | +0.37% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -2.97% | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.16% | — | +0.35% | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.15% | -0.03% | +5.14% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | +0.02% | +60.40% | |
| 45 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.15% | -0.01% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.01% | -1.78% | |
| 47 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.14% | -0.02% | +36.35% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.14% | — | -0.53% | |
| 49 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.14% | -0.01% | +54.44% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.14% | -0.01% | +1.77% |
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 Q4 2025.
During Q4 2025, Sensible Money, LLC's top holdings by market value included DFAC (25.7%)、DFAT (19.4%)、DFAX (8.0%). The largest single position, DFAC, represented 25.7% 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 57.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IAU
市值: $216.5K
Top Position Liquidated / Trimmed
BSCP
前期市值: $551.0K
In Q4 2025, Sensible Money, LLC made 63 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 23 holdings, and fully liquidating 6 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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