Sponsored

The Analysis of Sensible Money, LLC's Holdings & P&L

Currently, Sensible Money, LLC holds 86 types of securities in its portfolio with a total value $328.7M. In the most recent quarter, they have increased their positions in DFAC (+180.0K shares, valued at $7.0M), DFAT (+47.4K shares, valued at $3.0M), DFIC (+73.2K shares, valued at $2.6M); decreased their positions in AAPL (-15.0K shares, valued at $3.8M), DFAX (-34.8K shares, valued at $1.2M), SPY (-626 shares, valued at $407.1K); initiated new positions in N/A (+2.0K shares, valued at $976.1K), DFSV (+9.7K shares, valued at $340.1K), DFSE (+5.1K shares, valued at $214.1K).

1M P&L

+14.8M+4.26%

3M P&L

+15.1M+4.35%

HY P&L

+46.7M+14.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A312.3M

96.8%

2Consumer Electronics3.9M

1.2%

3Copper2.3M

0.7%

Top Industries by Stock Count

1N/A68 stocks

87.2%

2Drug Manufacturers - General1 stocks

1.3%

3Internet Retail1 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.2M shares8.86%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST1.1M shares4.65%2026-03-312026-04-21

DFEV DIMENSIONAL ETF TRUST758.8K shares3.82%2026-03-312026-04-21

DFEM DIMENSIONAL ETF TRUST752.7K shares3.96%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST724.1K shares11.24%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST733.4K shares-4.53%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST312.9K shares-1.27%2026-03-312026-04-21

AAPL APPLE INC15.3K shares-49.49%2026-03-312026-04-21

Sponsored

SCHA SCHWAB STRATEGIC TR127.3K shares-0.31%2026-03-312026-04-21

FNDE SCHWAB STRATEGIC TR84.8K shares-4.25%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC38.3K shares1.23%2026-03-312026-04-21

VTI VANGUARD INDEX FDS6.5K shares-7.50%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST27.8K shares3.60%2026-03-312026-04-21

SLYV SPDR SERIES TRUST19.9K shares-0.75%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-18.03%2026-03-312026-04-21

IVV ISHARES TR2.5K shares30.99%2026-03-312026-04-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS24.6K shares17.92%2026-03-312026-04-21

IEMG ISHARES INC22.4K shares2.78%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.8K shares-3.91%2026-03-312026-04-21

IWV ISHARES TR3.7K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares0.10%2026-03-312026-04-21

AVES AMERICAN CENTY ETF TR16.3K shares0.01%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K sharesnew addition2026-03-312026-04-21

MSFT MICROSOFT CORP2.6K shares-0.23%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC3.2K shares0.00%2026-03-312026-04-21

QTEC FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2026-03-312026-04-21

IJR ISHARES TR7.3K shares0.01%2026-03-312026-04-21

BSCS INVESCO EXCH TRD SLF IDX FD42.2K shares0.24%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR10.0K shares0.00%2026-03-312026-04-21

USMV ISHARES TR8.7K shares0.00%2026-03-312026-04-21

EZM WISDOMTREE TR11.9K shares0.00%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.5K shares0.00%2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC3.6K shares1.42%2026-03-312026-04-21

FNDC SCHWAB STRATEGIC TR14.9K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION3.9K shares-5.92%2026-03-312026-04-21

RSPH INVESCO EXCHANGE TRADED FD T21.8K shares0.00%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO2.2K shares-0.40%2026-03-312026-04-21

IYW ISHARES TR3.2K shares0.00%2026-03-312026-04-21

PDN INVESCO EXCH TRADED FD TR II12.3K shares0.21%2026-03-312026-04-21

BSCU INVESCO EXCH TRD SLF IDX FD31.7K shares18.43%2026-03-312026-04-21

Sponsored

PKW INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-04-21

DFLV DIMENSIONAL ETF TRUST14.8K shares2.26%2026-03-312026-04-21

BSCR INVESCO EXCH TRD SLF IDX FD26.8K shares0.39%2026-03-312026-04-21

IEFA ISHARES TR5.5K shares-2.53%2026-03-312026-04-21

DFAW DIMENSIONAL ETF TRUST6.7K shares138.16%2026-03-312026-04-21

BSCQ INVESCO EXCH TRD SLF IDX FD24.8K shares0.38%2026-03-312026-04-21

BSCT INVESCO EXCH TRD SLF IDX FD24.8K shares5.95%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS9.9K shares0.00%2026-03-312026-04-21

Sponsored

INVESCO QQQ TR INVESCO QQQ TR772 shares0.00%2026-03-312026-04-21

IJJ ISHARES TR3.3K shares0.00%2026-03-312026-04-21

ACWV ISHARES INC3.6K shares0.00%2026-03-312026-04-21

QUAL ISHARES TR2.2K shares0.00%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR13.8K shares-12.44%2026-03-312026-04-21

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-03-312026-04-21

ISCV ISHARES TR5.7K shares0.39%2026-03-312026-04-21

Sponsored

SLYG SPDR SERIES TRUST3.8K shares0.00%2026-03-312026-04-21

PRK PARK NATL CORP2.2K shares0.45%2026-03-312026-04-21

IJT ISHARES TR2.5K shares0.04%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-3.24%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST9.7K sharesnew addition2026-03-312026-04-21

ITOT ISHARES TR2.4K shares0.81%2026-03-312026-04-21

MDYV SPDR SERIES TRUST3.9K shares-21.65%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION323 shares0.00%2026-03-312026-04-21

Sponsored

PFI INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.2K shares-37.65%2026-03-312026-04-21

VO VANGUARD INDEX FDS1.1K shares36.30%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR2.5K shares4.40%2026-03-312026-04-21

XMLV INVESCO EXCH TRADED FD TR II4.3K shares0.00%2026-03-312026-04-21

BFOR ALPS ETF TR3.2K shares0.00%2026-03-312026-04-21

IYG ISHARES TR3.2K shares0.00%2026-03-312026-04-21

EFA ISHARES TR2.7K shares0.00%2026-03-312026-04-21

Sponsored

SCHX SCHWAB STRATEGIC TR9.9K shares0.00%2026-03-312026-04-21

V VISA INC834 shares-0.71%2026-03-312026-04-21

MOAT VANECK ETF TRUST2.6K shares0.00%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2026-03-312026-04-21

SCHC SCHWAB STRATEGIC TR5.0K shares0.00%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR2.7K shares0.00%2026-03-312026-04-21

FTAI AVIATION LTD FTAI AVIATION LTD951 shares-22.11%2026-03-312026-04-21

PTNQ PACER FDS TR3.0K shares0.00%2026-03-312026-04-21

Sponsored

EFAV ISHARES TR2.4K shares0.00%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR8.6K shares3.67%2026-03-312026-04-21

DFSE DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-03-312026-04-21

VUG VANGUARD INDEX FDS486 shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC940 shares-2.79%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2026-03-312026-04-21

DFAC

DIMENSIONAL ETF TRUST

8.86%

Shares2.2M

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL ETF TRUST

4.65%

Shares1.1M

Event2026-03-31

Filed2026-04-21

DFEV

DIMENSIONAL ETF TRUST

3.82%

Shares758.8K

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

3.96%

Shares752.7K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

11.24%

Shares724.1K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

-4.53%

Shares733.4K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-1.27%

Shares312.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-49.49%

Shares15.3K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-0.31%

Shares127.3K

Event2026-03-31

Filed2026-04-21

FNDE

SCHWAB STRATEGIC TR

-4.25%

Shares84.8K

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC

1.23%

Shares38.3K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-7.50%

Shares6.5K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

3.60%

Shares27.8K

Event2026-03-31

Filed2026-04-21

SLYV

SPDR SERIES TRUST

-0.75%

Shares19.9K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-18.03%

Shares2.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

30.99%

Shares2.5K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

17.92%

Shares24.6K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

2.78%

Shares22.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-3.91%

Shares4.8K

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-21

AVES

AMERICAN CENTY ETF TR

0.01%

Shares16.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-0.23%

Shares2.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

0.01%

Shares7.3K

Event2026-03-31

Filed2026-04-21

BSCS

INVESCO EXCH TRD SLF IDX FD

0.24%

Shares42.2K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-21

EZM

WISDOMTREE TR

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

1.42%

Shares3.6K

Event2026-03-31

Filed2026-04-21

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-5.92%

Shares3.9K

Event2026-03-31

Filed2026-04-21

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.40%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

PDN

INVESCO EXCH TRADED FD TR II

0.21%

Shares12.3K

Event2026-03-31

Filed2026-04-21

BSCU

INVESCO EXCH TRD SLF IDX FD

18.43%

Shares31.7K

Event2026-03-31

Filed2026-04-21

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

DFLV

DIMENSIONAL ETF TRUST

2.26%

Shares14.8K

Event2026-03-31

Filed2026-04-21

BSCR

INVESCO EXCH TRD SLF IDX FD

0.39%

Shares26.8K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

-2.53%

Shares5.5K

Event2026-03-31

Filed2026-04-21

DFAW

DIMENSIONAL ETF TRUST

138.16%

Shares6.7K

Event2026-03-31

Filed2026-04-21

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.38%

Shares24.8K

Event2026-03-31

Filed2026-04-21

BSCT

INVESCO EXCH TRD SLF IDX FD

5.95%

Shares24.8K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares772

Event2026-03-31

Filed2026-04-21

IJJ

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

ACWV

ISHARES INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-12.44%

Shares13.8K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

ISCV

ISHARES TR

0.39%

Shares5.7K

Event2026-03-31

Filed2026-04-21

SLYG

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

PRK

PARK NATL CORP

0.45%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IJT

ISHARES TR

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-3.24%

Shares1.6K

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

New

Shares9.7K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

0.81%

Shares2.4K

Event2026-03-31

Filed2026-04-21

MDYV

SPDR SERIES TRUST

-21.65%

Shares3.9K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares323

Event2026-03-31

Filed2026-04-21

PFI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-37.65%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

36.30%

Shares1.1K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

4.40%

Shares2.5K

Event2026-03-31

Filed2026-04-21

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

BFOR

ALPS ETF TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

IYG

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-21

VISA INC

-0.71%

Shares834

Event2026-03-31

Filed2026-04-21

MOAT

VANECK ETF TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

FTAI AVIATION LTD

-22.11%

Shares951

Event2026-03-31

Filed2026-04-21

PTNQ

PACER FDS TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

EFAV

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

3.67%

Shares8.6K

Event2026-03-31

Filed2026-04-21

DFSE

DIMENSIONAL ETF TRUST

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

0.00%

Shares486

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-2.79%

Shares940

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.7K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available