Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sensible Money, LLC (CIK 1965229) reported $328.7M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($85.9M, 26.13%), DFAT ($66.7M, 20.30%), DFEV ($27.2M, 8.26%), DFEM ($26.0M, 7.91%), DFIC ($25.7M, 7.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $85.9M | 26.13% | 2.2M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $66.7M | 20.30% | 1.1M | Added |
| 3 | DFEV | DIMENSIONAL ETF TRUST | $27.2M | 8.26% | 758,832 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $26.0M | 7.91% | 752,742 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $25.7M | 7.83% | 724,079 | Added |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $24.9M | 7.58% | 733,377 | Trimmed |
| 7 | DISV | DIMENSIONAL ETF TRUST | $12.3M | 3.75% | 312,922 | Trimmed |
| 8 | AAPL | APPLE INC | $3.9M | 1.18% | 15,289 | Trimmed |
| 9 | SCHA | SCHWAB STRATEGIC TR | $3.7M | 1.13% | 127,320 | Trimmed |
| 10 | FNDE | SCHWAB STRATEGIC TR | $3.2M | 0.99% | 84,808 | Trimmed |
| 11 | FCX | FREEPORT MCMORAN INC | $2.3M | 0.68% | 38,300 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $2.1M | 0.63% | 6,465 | Trimmed |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $2.0M | 0.60% | 27,808 | Added |
| 14 | SLYV | SPDR SERIES TRUST | $1.9M | 0.57% | 19,861 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 0.56% | 2,846 | Trimmed |
| 16 | IVV | ISHARES TR | $1.6M | 0.50% | 2,519 | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $1.6M | 0.48% | 24,586 | Added |
| 18 | IEMG | ISHARES INC | $1.6M | 0.48% | 22,432 | Added |
| 19 | GOOGL | ALPHABET INC | $1.4M | 0.42% | 4,818 | Trimmed |
| 20 | IWV | ISHARES TR | $1.4M | 0.42% | 3,729 | Hold |
| 21 | VOO | VANGUARD INDEX FDS | $1.2M | 0.36% | 1,953 | Added |
| 22 | AVES | AMERICAN CENTY ETF TR | $980,003 | 0.30% | 16,339 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $976,131 | 0.30% | 2,037 | New |
| 24 | MSFT | MICROSOFT CORP | $944,715 | 0.29% | 2,552 | Trimmed |
| 25 | QTEC | FIRST TR EXCHANGE-TRADED FD | $921,371 | 0.28% | 4,266 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31