Sensible Money, LLC
CIK: 0001965229SEC EDGAR →
Portfolio Value
$313.1M
Holdings
86
As of
Q4 2025
New Positions
5
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,030,499 | $80.4M | 25.67% |
| 2 | DIMENSIONAL ETF TRUST | 1,020,908 | $60.8M | 19.41% |
| 3 | DIMENSIONAL ETF TRUST | 768,150 | $25.1M | 8.03% |
| 4 | DIMENSIONAL ETF TRUST | 730,900 | $24.7M | 7.88% |
| 5 | DIMENSIONAL ETF TRUST | 724,102 | $24.0M | 7.65% |
| 6 | DIMENSIONAL ETF TRUST | 650,921 | $22.4M | 7.16% |
| 7 | DIMENSIONAL ETF TRUST | 316,945 | $12.0M | 3.85% |
| 8 | APPLE INC | 30,271 | $8.2M | 2.63% |
| 9 | SCHWAB STRATEGIC TR | 127,722 | $3.6M | 1.16% |
| 10 | SCHWAB STRATEGIC TR | 88,571 | $3.2M | 1.02% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $295.1M | 94.3% |
| Technology | 5 | $10.5M | 3.4% |
| Communication Services | 2 | $2.6M | 0.8% |
| Basic Materials | 1 | $1.9M | 0.6% |
| Unknown | 3 | $1.2M | 0.4% |
| Consumer Cyclical | 1 | $812K | 0.3% |
| Healthcare | 2 | $426K | 0.1% |
| Consumer Defensive | 1 | $278K | 0.1% |
| Industrials | 1 | $240K | 0.1% |