Sensible Money, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Sensible Money, Llc disclosed 101 stock positions valued at approximately $377.14M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 101
- Portfolio Value
- $377.14M
Holdings by Sector
Sensible Money, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 26.13% | 2,221,756 | +11,289 | +0.51% | $98,557,108 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 20.23% | 1,091,399 | +23,058 | +2.16% | $76,288,795 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 8.46% | 748,053 | -10,779 | -1.42% | $31,917,239 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 8.10% | 751,422 | -1,320 | -0.18% | $30,537,809 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 7.52% | 760,816 | +36,737 | +5.07% | $28,348,005 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 6.60% | 675,314 | -58,063 | -7.92% | $24,878,583 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.40% | 319,752 | +6,830 | +2.18% | $12,831,664 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.22% | 126,857 | -463 | -0.36% | $4,583,348 |
| APPLE INC | AAPL | Technology | 1.07% | 13,993 | -1,296 | -8.48% | $4,049,103 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.89% | 84,214 | -594 | -0.70% | $3,341,593 |
| VANGUARD INDEX FDS | VTI | Other | 0.79% | 8,088 | +1,623 | +25.10% | $2,992,972 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.65% | 29,709 | +1,901 | +6.84% | $2,434,345 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.64% | 38,368 | +68 | +0.18% | $2,412,969 |
| SPDR SERIES TRUST | SLYV | Other | 0.57% | 19,795 | -66 | -0.33% | $2,159,859 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.56% | 2,849 | +3 | +0.11% | $2,127,717 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.55% | 29,280 | +4,694 | +19.09% | $2,086,229 |
| ISHARES INC | IEMG | Other | 0.49% | 22,419 | -13 | -0.06% | $1,857,197 |
| ISHARES TR | IVV | Other | 0.48% | 2,417 | -102 | -4.05% | $1,810,209 |
| ALPHABET INC | GOOGL | Communication Services | 0.45% | 4,736 | -82 | -1.70% | $1,692,518 |
| ISHARES TR | IWV | Other | 0.42% | 3,729 | - | - | $1,590,046 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.38% | 4,266 | - | - | $1,427,788 |
| VANGUARD INDEX FDS | VOO | Other | 0.36% | 1,971 | +18 | +0.92% | $1,353,755 |
| ISHARES TR | IJR | Other | 0.29% | 7,483 | +191 | +2.62% | $1,109,746 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.28% | 16,341 | +2 | +0.01% | $1,071,962 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 2,935 | -306 | -9.44% | $1,036,848 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.26% | 10,048 | - | - | $969,578 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 1,848 | -189 | -9.28% | $924,721 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.24% | 44,526 | +2,307 | +5.46% | $906,776 |
| MICROSOFT CORP | MSFT | Technology | 0.24% | 2,419 | -133 | -5.21% | $902,428 |
| WISDOMTREE TR | EZM | Other | 0.24% | 11,866 | - | - | $899,249 |
Showing 30 of 101 holdings in the latest reporting period.