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CIK: 0001965229
Total reported value
$377.1M
$377.1M
86 檔
61.4%
At the close of Q1 2026, Sensible Money, LLC disclosed equity holdings valued at approximately $377.1M, spread across 86 reported holdings.
In Q1 2026, Sensible Money, LLC displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFEV) accounted for 61.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.13% | — | +8.86% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 20.30% | -0.07% | +4.65% | |
| 3 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 8.26% | +0.20% | +3.82% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 7.91% | +0.19% | +3.96% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 7.83% | -0.31% | +11.24% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.58% | -0.98% | -4.53% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.75% | -0.35% | -1.27% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.11% | -49.49% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.13% | +0.09% | -0.31% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.99% | -0.10% | -4.25% | |
| 11 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.68% | -0.04% | +1.23% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.16% | -7.50% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.60% | +0.05% | +3.60% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.57% | — | -0.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | -18.03% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +30.99% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.07% | +17.92% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.01% | +2.78% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.03% | -3.91% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | +0.10% | |
| 22 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.30% | -0.02% | +0.01% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.05% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.05% | -0.23% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | -0.01% | — | |
| 26 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.28% | +0.10% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | +0.01% | +0.01% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.26% | -0.02% | +0.24% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.25% | +0.01% | — | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.02% | — | |
| 31 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.24% | — | — | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.23% | -0.10% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | +1.42% | |
| 34 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.21% | -0.07% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | — | -5.92% | |
| 36 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.20% | -0.01% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.02% | -0.40% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.18% | +0.03% | — | |
| 39 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.16% | -0.01% | +0.21% | |
| 40 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.16% | -0.02% | +18.43% | |
| 41 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.16% | -0.01% | — | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.16% | — | +2.26% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.16% | -0.02% | +0.39% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.01% | -2.53% | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.15% | +0.04% | +138.16% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.15% | -0.03% | +0.38% | |
| 47 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.14% | -0.01% | +5.95% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.14% | -0.01% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.01% | — | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.13% | — | — |
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 Q1 2026.
During Q1 2026, Sensible Money, LLC's top holdings by market value included DFAC (26.1%)、DFAT (20.3%)、DFEV (8.3%). The largest single position, DFAC, represented 26.1% of total portfolio value.
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Top New Position Initiated
BRK-B
市值: $976.1K
Top Position Liquidated / Trimmed
IBM
前期市值: $257.4K
In Q1 2026, Sensible Money, LLC made 57 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 20 holdings, and fully liquidating 4 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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