13F Filings for Sensible Money, LLC (CIK: 1965229)
View the most recent portfolio holdings disclosed by Sensible Money, LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 1.89M | $67.69M | 25.66% | Increased | 86.70K (4.0%, $8.24M) |
DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 903.20K | $48.74M | 18.47% | Increased | 55.17K (6.0%, $5.07M) |
DFAX - DIMENSIONAL ETF TRUST(Class: WORLD EX US CORE) | 824.65K | $24.22M | 9.18% | Decreased | 10.98K (1.0%, $2.33M) |
DFEV - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS VA) | 688.61K | $20.65M | 7.83% | Increased | 51.65K (8.0%, $3.42M) |
DFEM - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS CO) | 666.45K | $19.78M | 7.50% | Increased | 28.52K (4.0%, $2.90M) |
N/A - DIMENSIONAL ETF TRUST(Class: INTL CORE EQUITY) | 490.76K | $15.26M | 5.78% | Increased | 60.10K (13.0%, $3.30M) |
N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP V) | 331.52K | $10.91M | 4.14% | Increased | 892 (0.0%, $1.28M) |
AAPL - APPLE INC(Class: COM) | 31.13K | $6.39M | 2.42% | Decreased | 944 (2.0%, $737.60K) |
SCHA - SCHWAB STRATEGIC TR(Class: US SML CAP ETF) | 118.91K | $3.01M | 1.14% | Increased | 94 (0.0%, $224.56K) |
FNDE - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL EMER) | 89.73K | $2.96M | 1.12% | Increased | 598 (0.0%, $216.73K) |
FCX - FREEPORT-MCMORAN INC(Class: CL B) | 46.58K | $2.02M | 0.77% | Decreased | 9.40K (16.0%, $100.15K) |
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 6.49K | $1.97M | 0.75% | Increased | 1.65K (34.0%, $642.55K) |
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 3.14K | $1.94M | 0.74% | Decreased | 37 (1.0%, $162.95K) |
DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 25.41K | $1.70M | 0.65% | Increased | 761 (3.0%, $212.27K) |
SLYV - SPDR SERIES TRUST(Class: SP 600 SMCP VAL) | 20.50K | $1.64M | 0.62% | Decreased | 32 (0.0%, $25.35K) |
MSFT - MICROSOFT CORP(Class: COM) | 2.70K | $1.34M | 0.51% | Unchanged | |
IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 21.99K | $1.32M | 0.50% | Increased | 17 (0.0%, $134.17K) |
IWV - ISHARES TR(Class: RUSSELL 3000 ETF) | 3.73K | $1.31M | 0.50% | Unchanged | |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 1.92K | $1.19M | 0.45% | Increased | 3 (0.0%, $114.78K) |
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 20.85K | $1.19M | 0.45% | Unchanged | |
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 1.95K | $1.11M | 0.42% | Decreased | 858 (30.0%, $335.30K) |
QTEC - FIRST TR EXCHANGE-TRADED FD(Class: SHS) | 4.27K | $907.93K | 0.34% | Unchanged | |
GOOGL - ALPHABET INC(Class: CAP STK CL A) | 5.12K | $902.12K | 0.34% | Increased | 1 (0.0%, $110.65K) |
AVES - AMERICAN CENTY ETF TR(Class: EMERGING MKT VAL) | 16.33K | $874.54K | 0.33% | Increased | 4 (0.0%, $104.48K) |
N/A - ISHARES TR(Class: MSCI USA MIN VOL) | 8.84K | $829.72K | 0.31% | Unchanged |