Filed: 4/21/2026ACC: 0001965229-26-000002
📋 What this filing means
SENSIBLE MONEY, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $328.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$328.72M
Total AUM (reported)
7.41M
Total Shares
Allocation by class
US CORE EQUITY 2$85.90M26.1%
US TARGETED VLU$66.72M20.3%
EMERGING MKTS VA$27.15M8.3%
EMERGING MKTS CO$26.01M7.9%
INTL CORE EQUITY$25.73M7.8%
WORLD EX US CORE$24.91M7.6%
INTL SMALL CAP V$12.34M3.8%
Portfolio Concentration
Top 3$179.77M54.7%
4–10$99.82M30.4%
11–25$22.58M6.9%
Rest$26.56M8.1%
Top 3 weight
54.7%
Top 10 weight
85.1%
Voting Authority Distribution
Total shares with voting rights: 7.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.21M
TypeSH
Market value$85.90M
26.13%
Sole
0.00
Shared
0.00
None
2.21M
DIMENSIONAL ETF TRUST
SOLEShares1.07M
TypeSH
Market value$66.72M
20.30%
Sole
0.00
Shared
0.00
None
1.07M
DIMENSIONAL ETF TRUST
SOLEShares758.83K
TypeSH
Market value$27.15M
8.26%
Sole
0.00
Shared
0.00
None
758.83K
DIMENSIONAL ETF TRUST
SOLEShares752.74K
TypeSH
Market value$26.01M
7.91%
Sole
0.00
Shared
0.00
None
752.74K
DIMENSIONAL ETF TRUST
SOLEShares724.08K
TypeSH
Market value$25.73M
7.83%
Sole
0.00
Shared
0.00
None
724.08K
DIMENSIONAL ETF TRUST
SOLEShares733.38K
TypeSH
Market value$24.91M
7.58%
Sole
0.00
Shared
0.00
None
733.38K
DIMENSIONAL ETF TRUST
SOLEShares312.92K
TypeSH
Market value$12.34M
3.75%
Sole
0.00
Shared
0.00
None
312.92K
APPLE INC
SOLEShares15.29K
TypeSH
Market value$3.88M
1.18%
Sole
0.00
Shared
0.00
None
15.29K
SCHWAB STRATEGIC TR
SOLEShares127.32K
TypeSH
Market value$3.70M
1.13%
Sole
0.00
Shared
0.00
None
127.32K
SCHWAB STRATEGIC TR
SOLEShares84.81K
TypeSH
Market value$3.24M
0.99%
Sole
0.00
Shared
0.00
None
84.81K
FREEPORT MCMORAN INC
SOLEShares38.30K
TypeSH
Market value$2.25M
0.68%
Sole
0.00
Shared
0.00
None
38.30K
VANGUARD INDEX FDS
SOLEShares6.46K
TypeSH
Market value$2.07M
0.63%
Sole
0.00
Shared
0.00
None
6.46K
DIMENSIONAL ETF TRUST
SOLEShares27.81K
TypeSH
Market value$1.97M
0.60%
Sole
0.00
Shared
0.00
None
27.81K
SPDR SERIES TRUST
SOLEShares19.86K
TypeSH
Market value$1.88M
0.57%
Sole
0.00
Shared
0.00
None
19.86K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.85K
TypeSH
Market value$1.85M
0.56%
Sole
0.00
Shared
0.00
None
2.85K
ISHARES TR
SOLEShares2.52K
TypeSH
Market value$1.65M
0.50%
Sole
0.00
Shared
0.00
None
2.52K
VANGUARD TAX-MANAGED FDS
SOLEShares24.59K
TypeSH
Market value$1.58M
0.48%
Sole
0.00
Shared
0.00
None
24.59K
ISHARES INC
SOLEShares22.43K
TypeSH
Market value$1.56M
0.48%
Sole
0.00
Shared
0.00
None
22.43K
ALPHABET INC
SOLEShares4.82K
TypeSH
Market value$1.39M
0.42%
Sole
0.00
Shared
0.00
None
4.82K
ISHARES TR
SOLEShares3.73K
TypeSH
Market value$1.38M
0.42%
Sole
0.00
Shared
0.00
None
3.73K
VANGUARD INDEX FDS
SOLEShares1.95K
TypeSH
Market value$1.17M
0.36%
Sole
0.00
Shared
0.00
None
1.95K
AMERICAN CENTY ETF TR
SOLEShares16.34K
TypeSH
Market value$980.0K
0.30%
Sole
0.00
Shared
0.00
None
16.34K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$976.1K
0.30%
Sole
0.00
Shared
0.00
None
2.04K
MICROSOFT CORP
SOLEShares2.55K
TypeSH
Market value$944.7K
0.29%
Sole
0.00
Shared
0.00
None
2.55K
ALPHABET INC
SOLEShares3.24K
TypeSH
Market value$929.8K
0.28%
Sole
0.00
Shared
0.00
None
3.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.21M | SH | $85.90M 26.13% | 0.00 | 0.00 | 2.21M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 1.07M | SH | $66.72M 20.30% | 0.00 | 0.00 | 1.07M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 758.83K | SH | $27.15M 8.26% | 0.00 | 0.00 | 758.83K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 752.74K | SH | $26.01M 7.91% | 0.00 | 0.00 | 752.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 724.08K | SH | $25.73M 7.83% | 0.00 | 0.00 | 724.08K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 733.38K | SH | $24.91M 7.58% | 0.00 | 0.00 | 733.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 312.92K | SH | $12.34M 3.75% | 0.00 | 0.00 | 312.92K |
APPLE INCSOLE | COM | 15.29K | SH | $3.88M 1.18% | 0.00 | 0.00 | 15.29K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 127.32K | SH | $3.70M 1.13% | 0.00 | 0.00 | 127.32K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 84.81K | SH | $3.24M 0.99% | 0.00 | 0.00 | 84.81K |
FREEPORT MCMORAN INCSOLE | CL B | 38.30K | SH | $2.25M 0.68% | 0.00 | 0.00 | 38.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.46K | SH | $2.07M 0.63% | 0.00 | 0.00 | 6.46K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 27.81K | SH | $1.97M 0.60% | 0.00 | 0.00 | 27.81K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 19.86K | SH | $1.88M 0.57% | 0.00 | 0.00 | 19.86K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.85K | SH | $1.85M 0.56% | 0.00 | 0.00 | 2.85K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.52K | SH | $1.65M 0.50% | 0.00 | 0.00 | 2.52K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 24.59K | SH | $1.58M 0.48% | 0.00 | 0.00 | 24.59K |
ISHARES INCSOLE | CORE MSCI EMKT | 22.43K | SH | $1.56M 0.48% | 0.00 | 0.00 | 22.43K |
ALPHABET INCSOLE | CAP STK CL A | 4.82K | SH | $1.39M 0.42% | 0.00 | 0.00 | 4.82K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 3.73K | SH | $1.38M 0.42% | 0.00 | 0.00 | 3.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.95K | SH | $1.17M 0.36% | 0.00 | 0.00 | 1.95K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 16.34K | SH | $980.0K 0.30% | 0.00 | 0.00 | 16.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.04K | SH | $976.1K 0.30% | 0.00 | 0.00 | 2.04K |
MICROSOFT CORPSOLE | COM | 2.55K | SH | $944.7K 0.29% | 0.00 | 0.00 | 2.55K |
ALPHABET INCSOLE | CAP STK CL C | 3.24K | SH | $929.8K 0.28% | 0.00 | 0.00 | 3.24K |
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