The Analysis of Sensible Money, LLC's Holdings
Currently, Sensible Money, LLC holds 88 types of securities in its portfolio with a total value $294.2M. In the most recent quarter, they have increased their positions in DFAT (+62.4K shares, valued at $3.6M), DFAC (+86.2K shares, valued at $3.3M), DFIC (+71.9K shares, valued at $2.4M); decreased their positions in DFAX (-20.5K shares, valued at $643.6K), DISV (-5.9K shares, valued at $209.5K), FCX (-5.0K shares, valued at $195.9K); initiated new positions in ABBV (+1.0K shares, valued at $236.2K), VWO (+4.0K shares, valued at $218.9K), SCHB (+8.3K shares, valued at $214.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.0M shares4.56%2025-09-302025-11-13
DFAT DIMENSIONAL ETF TRUST965.6K shares6.91%2025-09-302025-11-13
DFAX DIMENSIONAL ETF TRUST804.1K shares-2.49%2025-09-302025-11-13
DFEM DIMENSIONAL ETF TRUST708.3K shares6.27%2025-09-302025-11-13
DFEV DIMENSIONAL ETF TRUST711.6K shares3.33%2025-09-302025-11-13
DFIC DIMENSIONAL ETF TRUST562.7K shares14.65%2025-09-302025-11-13
DISV DIMENSIONAL ETF TRUST325.7K shares-1.77%2025-09-302025-11-13
AAPL APPLE INC30.7K shares-1.39%2025-09-302025-11-13
SCHA SCHWAB STRATEGIC TR117.3K shares-1.33%2025-09-302025-11-13
FNDE SCHWAB STRATEGIC TR89.0K shares-0.82%2025-09-302025-11-13
VTI VANGUARD INDEX FDS6.5K shares0.00%2025-09-302025-11-13
SPY SPDR S&P 500 ETF TR3.1K shares-1.53%2025-09-302025-11-13
DFUS DIMENSIONAL ETF TRUST27.1K shares6.66%2025-09-302025-11-13
SLYV SPDR SERIES TRUST20.5K shares-0.09%2025-09-302025-11-13
FCX FREEPORT-MCMORAN INC41.6K shares-10.72%2025-09-302025-11-13
IEMG ISHARES INC21.9K shares-0.42%2025-09-302025-11-13
IWV ISHARES TR3.7K shares0.00%2025-09-302025-11-13
MSFT MICROSOFT CORP2.6K shares-3.41%2025-09-302025-11-13
IVV ISHARES TR1.9K shares0.16%2025-09-302025-11-13
VEA VANGUARD TAX-MANAGED FDS20.8K shares0.00%2025-09-302025-11-13
GOOGL ALPHABET INC5.1K shares0.02%2025-09-302025-11-13
VOO VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-13
QTEC FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2025-09-302025-11-13
AVES AMERICAN CENTY ETF TR16.3K shares0.00%2025-09-302025-11-13
IJR ISHARES TR7.3K shares-0.33%2025-09-302025-11-13
USMV ISHARES TR8.8K shares0.00%2025-09-302025-11-13
GOOG ALPHABET INC3.2K shares0.00%2025-09-302025-11-13
EZM WISDOMTREE TR11.9K shares0.00%2025-09-302025-11-13
AMZN AMAZON COM INC3.5K shares-0.65%2025-09-302025-11-13
SPLV INVESCO EXCH TRADED FD TR II10.5K shares0.00%2025-09-302025-11-13
AVEM AMERICAN CENTY ETF TR10.1K shares-0.11%2025-09-302025-11-13
NVDA NVIDIA CORPORATION3.9K shares-7.18%2025-09-302025-11-13
JPM JPMORGAN CHASE & CO.2.2K shares0.00%2025-09-302025-11-13
FNDC SCHWAB STRATEGIC TR15.0K shares-0.41%2025-09-302025-11-13
RSPH INVESCO EXCHANGE TRADED FD T21.8K shares0.00%2025-09-302025-11-13
IYW ISHARES TR3.2K shares0.00%2025-09-302025-11-13
BSCP INVESCO EXCH TRD SLF IDX FD26.6K shares-0.13%2025-09-302025-11-13
BSCS INVESCO EXCH TRD SLF IDX FD26.6K shares1.12%2025-09-302025-11-13
PKW INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-09-302025-11-13
IEFA ISHARES TR5.9K shares-0.58%2025-09-302025-11-13
PDN INVESCO EXCH TRADED FD TR II12.3K shares0.21%2025-09-302025-11-13
FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2025-09-302025-11-13
MDYV SPDR SERIES TRUST5.7K shares0.00%2025-09-302025-11-13
DFLV DIMENSIONAL ETF TRUST14.4K shares0.40%2025-09-302025-11-13
QQQ INVESCO QQQ TR786 shares1.68%2025-09-302025-11-13
BSCR INVESCO EXCH TRD SLF IDX FD23.4K shares1.96%2025-09-302025-11-13
BSCQ INVESCO EXCH TRD SLF IDX FD23.5K shares-0.13%2025-09-302025-11-13
ACWV ISHARES INC3.6K shares0.00%2025-09-302025-11-13
QUAL ISHARES TR2.2K shares0.00%2025-09-302025-11-13
IJJ ISHARES TR3.3K shares0.00%2025-09-302025-11-13
VBK VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-13
SPDW SPDR INDEX SHS FDS9.7K shares0.00%2025-09-302025-11-13
ISCV ISHARES TR5.7K shares0.53%2025-09-302025-11-13
SLYG SPDR SERIES TRUST3.9K shares0.00%2025-09-302025-11-13
PRK PARK NATL CORP2.2K shares0.18%2025-09-302025-11-13
VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2025-09-302025-11-13
IJT ISHARES TR2.5K shares-0.28%2025-09-302025-11-13
PFI INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2025-09-302025-11-13
ITOT ISHARES TR2.3K shares0.00%2025-09-302025-11-13
BSCU INVESCO EXCH TRD SLF IDX FD19.7K shares2.07%2025-09-302025-11-13
COST COSTCO WHSL CORP NEW343 shares0.00%2025-09-302025-11-13
VB VANGUARD INDEX FDS1.2K shares-2.03%2025-09-302025-11-13
IYG ISHARES TR3.2K shares0.00%2025-09-302025-11-13
V VISA INC834 shares0.00%2025-09-302025-11-13
BSCT INVESCO EXCH TRD SLF IDX FD15.1K shares2.30%2025-09-302025-11-13
DVY ISHARES TR1.9K shares-4.71%2025-09-302025-11-13
XMLV INVESCO EXCH TRADED FD TR II4.3K shares0.00%2025-09-302025-11-13
VUG VANGUARD INDEX FDS550 shares0.00%2025-09-302025-11-13
BFOR ALPS ETF TR3.2K shares0.00%2025-09-302025-11-13
SCHX SCHWAB STRATEGIC TR9.9K shares0.00%2025-09-302025-11-13
MOAT VANECK ETF TRUST2.6K shares0.00%2025-09-302025-11-13
EFA ISHARES TR2.7K shares-1.36%2025-09-302025-11-13
RDVY FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2025-09-302025-11-13
IBM INTERNATIONAL BUSINESS MACHS865 shares0.00%2025-09-302025-11-13
META META PLATFORMS INC328 shares0.00%2025-09-302025-11-13
AVUV AMERICAN CENTY ETF TR2.4K shares-12.68%2025-09-302025-11-13
ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-11-13
SCHD SCHWAB STRATEGIC TR8.5K shares0.01%2025-09-302025-11-13
PTNQ PACER FDS TR3.0K shares0.00%2025-09-302025-11-13
VO VANGUARD INDEX FDS774 shares-28.73%2025-09-302025-11-13
SCHC SCHWAB STRATEGIC TR5.0K shares-6.32%2025-09-302025-11-13
NSC NORFOLK SOUTHN CORP738 shares-10.76%2025-09-302025-11-13
PANW PALO ALTO NETWORKS INC1.1K shares0.00%2025-09-302025-11-13
VWO VANGUARD INTL EQUITY INDEX F4.0K sharesnew addition2025-09-302025-11-13
SCHB SCHWAB STRATEGIC TR8.3K sharesnew addition2025-09-302025-11-13
FTAI FTAI AVIATION LTD1.2K sharesnew addition2025-09-302025-11-13
EFAV ISHARES TR2.4K shares0.00%2025-09-302025-11-13
GMGI GOLDEN MATRIX GROUP INC10.0K sharesnew addition2025-09-302025-11-13
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available