The Analysis of Sensible Money, LLC's Holdings
Currently, Sensible Money, LLC holds 86 types of securities in its portfolio with a total value $313.1M. In the most recent quarter, they have increased their positions in DFAT (+55.3K shares, valued at $3.3M), DFIC (+88.3K shares, valued at $3.0M), DFAC (+55.6K shares, valued at $2.2M); decreased their positions in DFAX (-36.0K shares, valued at $1.2M), DISV (-8.7K shares, valued at $330.8K), FCX (-3.7K shares, valued at $190.2K); initiated new positions in N/A (+2.7K shares, valued at $216.5K), VYM (+1.5K shares, valued at $213.8K), DFAW (+2.8K shares, valued at $207.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.0M shares2.82%2025-12-312026-02-09
DFAT DIMENSIONAL ETF TRUST1.0M shares5.73%2025-12-312026-02-09 DFAX DIMENSIONAL ETF TRUST768.1K shares-4.48%2025-12-312026-02-09 DFEV DIMENSIONAL ETF TRUST730.9K shares2.72%2025-12-312026-02-09 DFEM DIMENSIONAL ETF TRUST724.1K shares2.24%2025-12-312026-02-09 DFIC DIMENSIONAL ETF TRUST650.9K shares15.69%2025-12-312026-02-09 DISV DIMENSIONAL ETF TRUST316.9K shares-2.67%2025-12-312026-02-09 AAPL APPLE INC30.3K shares-1.39%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR127.7K shares8.85%2025-12-312026-02-09 FNDE SCHWAB STRATEGIC TR88.6K shares-0.48%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR3.5K shares12.29%2025-12-312026-02-09 VTI VANGUARD INDEX FDS7.0K shares7.69%2025-12-312026-02-09 DFUS DIMENSIONAL ETF TRUST26.8K shares-0.98%2025-12-312026-02-09 FCX FREEPORT-MCMORAN INC37.8K shares-9.01%2025-12-312026-02-09 SLYV SPDR SERIES TRUST20.0K shares-2.32%2025-12-312026-02-09 ALPHABET INC ALPHABET INC5.0K shares-2.07%2025-12-312026-02-09 IEMG ISHARES INC21.8K shares-0.32%2025-12-312026-02-09 IWV ISHARES TR3.7K shares0.00%2025-12-312026-02-09 IVV ISHARES TR1.9K shares0.21%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS20.8K shares0.00%2025-12-312026-02-09 MSFT MICROSOFT CORP2.6K shares-1.95%2025-12-312026-02-09 ALPHABET INC ALPHABET INC3.2K shares0.00%2025-12-312026-02-09 QTEC FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2025-12-312026-02-09 AVES AMERICAN CENTY ETF TR16.3K shares0.03%2025-12-312026-02-09 IJR ISHARES TR7.3K shares0.01%2025-12-312026-02-09 BSCS INVESCO EXCH TRD SLF IDX FD42.1K shares58.59%2025-12-312026-02-09 USMV ISHARES TR8.7K shares-1.82%2025-12-312026-02-09 AMZN AMAZON COM INC3.5K shares0.00%2025-12-312026-02-09 EZM WISDOMTREE TR11.9K shares0.00%2025-12-312026-02-09 NVDA NVIDIA CORPORATION4.2K shares6.53%2025-12-312026-02-09 AVEM AMERICAN CENTY ETF TR10.0K shares-0.07%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.2.2K shares0.40%2025-12-312026-02-09 RSPH INVESCO EXCHANGE TRADED FD T21.8K shares0.00%2025-12-312026-02-09 FNDC SCHWAB STRATEGIC TR14.9K shares-0.68%2025-12-312026-02-09 IYW ISHARES TR3.2K shares0.00%2025-12-312026-02-09 PKW INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-12-312026-02-09 BSCR INVESCO EXCH TRD SLF IDX FD26.7K shares14.40%2025-12-312026-02-09 PDN INVESCO EXCH TRADED FD TR II12.3K shares0.37%2025-12-312026-02-09 IEFA ISHARES TR5.7K shares-2.97%2025-12-312026-02-09 DFLV DIMENSIONAL ETF TRUST14.4K shares0.35%2025-12-312026-02-09 BSCQ INVESCO EXCH TRD SLF IDX FD24.7K shares5.14%2025-12-312026-02-09 VB VANGUARD INDEX FDS1.9K shares60.40%2025-12-312026-02-09 FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2025-12-312026-02-09 BSCU INVESCO EXCH TRD SLF IDX FD26.8K shares36.35%2025-12-312026-02-09 QUAL ISHARES TR2.2K shares-0.53%2025-12-312026-02-09 BSCT INVESCO EXCH TRD SLF IDX FD23.4K shares54.44%2025-12-312026-02-09 SPDW SPDR INDEX SHS FDS9.9K shares1.77%2025-12-312026-02-09 IJJ ISHARES TR3.3K shares0.00%2025-12-312026-02-09 ACWV ISHARES INC3.6K shares0.00%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR15.8K shares84.73%2025-12-312026-02-09 VBK VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-09 MDYV SPDR SERIES TRUST4.9K shares-13.50%2025-12-312026-02-09 ISCV ISHARES TR5.7K shares0.71%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2025-12-312026-02-09 SLYG SPDR SERIES TRUST3.8K shares-1.58%2025-12-312026-02-09 IJT ISHARES TR2.5K shares0.92%2025-12-312026-02-09 ITOT ISHARES TR2.3K shares0.00%2025-12-312026-02-09 PFI INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2025-12-312026-02-09 PRK PARK NATL CORP2.2K shares0.18%2025-12-312026-02-09 IYG ISHARES TR3.2K shares0.00%2025-12-312026-02-09 V VISA INC840 shares0.72%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW323 shares-5.83%2025-12-312026-02-09 MOAT VANECK ETF TRUST2.6K shares0.00%2025-12-312026-02-09 XMLV INVESCO EXCH TRADED FD TR II4.3K shares0.00%2025-12-312026-02-09 BFOR ALPS ETF TR3.2K shares0.00%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR9.9K shares0.00%2025-12-312026-02-09 EFA ISHARES TR2.7K shares0.00%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS869 shares0.46%2025-12-312026-02-09 RDVY FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2025-12-312026-02-09 AVUV AMERICAN CENTY ETF TR2.4K shares-1.21%2025-12-312026-02-09 VUG VANGUARD INDEX FDS486 shares-11.64%2025-12-312026-02-09 PTNQ PACER FDS TR3.0K shares0.00%2025-12-312026-02-09 SCHC SCHWAB STRATEGIC TR5.0K shares1.04%2025-12-312026-02-09 VO VANGUARD INDEX FDS774 shares0.00%2025-12-312026-02-09 ABBV ABBVIE INC967 shares-5.20%2025-12-312026-02-09 SCHB SCHWAB STRATEGIC TR8.3K shares0.08%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-12-312026-02-09 DFAW DIMENSIONAL ETF TRUST2.8K sharesnew addition2025-12-312026-02-09 LLY ELI LILLY & CO192 sharesnew addition2025-12-312026-02-09 EFAV ISHARES TR2.4K shares0.00%2025-12-312026-02-09 GMGI GOLDEN MATRIX GROUP INC10.0K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available