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  Name: Sensible Money LLC
  City: SCOTTSDALE
  State: AZ
  Zip: 85251
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $233,410,000
  Total Value Change : $5,309,000
  Securities Held Change : 1
   
All Securities Held : 83
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 32
  Unchanged Positions : 34
  Decreased Positions : 16

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Holdings Found : 83     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $36.61 $59,447,000 1,801,981 25.47% -187,000 77,951 0.2    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 2 - $56.63 $43,665,000 848,025 18.71% -420,000 55,987 0.094    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 3 - $29.64 $21,894,000 835,632 9.38% 350,000 -31,001 0.093    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 4 - $0.00 $17,230,000 636,963 7.38% 1,571,000 39,528 0.708    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 5 - $0.00 $16,880,000 637,927 7.23% 1,715,000 58,897 0.062    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 6 - $0.00 $11,959,000 430,656 5.12% 3,361,000 97,999 0.048    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 7 - $0.00 $9,628,000 330,628 4.12% 768,000 -2,826 0.367    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 8 - $212.41 $7,125,000 32,076 3.05% -890,000 71 0    Personal Computers
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 9 - $26.23 $2,784,000 118,818 1.19% -274,000 547 0.008    Closed - End Fund - Debt
   (FNDE)1 Year Chart         FNDE Schwab Fundamental Emerging... 10 - $33.40 $2,745,000 89,134 1.18% 146,000 -325 0.01    N/A
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 11 - $47.21 $2,119,000 55,975 0.91% 294,000 8,044 0.004    Copper
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 12 - $625.82 $1,777,000 3,177 0.76% -326,000 -412 0    Closed - End Fund - E...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 13 - $84.22 $1,610,000 20,536 0.69% -187,000 -57 0.052    Closed - End Fund - E...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 14 - $67.97 $1,491,000 24,653 0.64% -87,000 -95 0.003    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 15 - $575.29 $1,444,000 2,810 0.62% 42,000 207 0    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 16 - $308.32 $1,330,000 4,839 0.57% -64,000 30 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 17 - $60.23 $1,186,000 21,970 0.51% 32,000 -124 0    N/A
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 18 - $356.25 $1,184,000 3,729 0.51% -62,000 0 0.008    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 19 - $628.85 $1,075,000 1,913 0.46% -54,000 -4 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 20 - $49.56 $1,060,000 20,849 0.45% 66,000 73 0.001    Closed - End Fund - F...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 21 - $501.48 $1,014,000 2,701 0.43% -46,000 186 0    Application Software
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 22 - $0.00 $828,000 8,839 0.35% 53,000 112 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 23 - $177.62 $791,000 5,118 0.34% -186,000 -44 0    Search Engines & Info...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 24 - $73.01 $781,000 10,453 0.33% 49,000 0 0.007    N/A
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 25 - $0.00 $770,000 16,329 0.33% 16,000 0 0.107    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 26 - $114.07 $765,000 7,313 0.33% -78,000 1 0.001    Closed - End Fund - E...
   (QTEC)1 Year Chart         QTEC First Trust NASDAQ-100-Tech... 27 - $214.90 $740,000 4,266 0.32% -63,000 0 0.017    Closed - End Fund - Debt
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 28 - $64.06 $718,000 12,046 0.31% -35,000 0 0.083    Closed - End Fund - Debt
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 29 - $222.26 $674,000 3,545 0.29% -100,000 19 0    Internet Software & S...
   (RYH)1 Year Chart         RYH Invesco S&P 500 Equal Wt Hl... 30 - $29.41 $649,000 21,825 0.28% 10,000 0 0.024    Closed - End Fund - E...
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 31 - $42.59 $635,000 17,546 0.27% 36,000 0 0.019    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 32 - $0.00 $606,000 10,064 0.26% 14,000 0 0.009    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 33 - $555.45 $568,000 1,211 0.24% -51,000 0 0    Closed - End Fund - Debt
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 34 - $20.71 $551,000 26,648 0.24% 1,000 31 0.008    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 35 - $288.19 $549,000 2,239 0.24% 17,000 19 0    Domestic Money Center...
   (BSCS)1 Year Chart         BSCS Invesco Bulletshares 2028 C... 36 - $0.00 $534,000 26,247 0.23% 15,000 458 0.029    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 37 - $178.70 $506,000 3,241 0.22% -133,000 -117 0    Search Engines & Info...
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 38 - $19.53 $458,000 23,517 0.2% 1,000 -16 0.008    N/A
   (PKW)1 Year Chart         PKW Invesco Buyback Achievers ETF 39 - $126.86 $453,000 4,019 0.19% -10,000 0 0.018    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 40 - $164.10 $450,000 4,152 0.19% -99,000 65 0    Semiconductor - Speci...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 41 - $175.72 $449,000 3,200 0.19% -61,000 0 0.022    Closed - End Fund - E...
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 42 - $0.00 $449,000 22,908 0.19% 2,000 -54 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 43 - $0.00 $446,000 5,892 0.19% 32,000 0 0    N/A
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 44 - $82.63 $439,000 5,702 0.19% -18,000 0 0.003    Closed - End Fund - E...
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 45 - $0.00 $436,000 14,275 0.19% 7,000 -15 0.016    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 46 - $0.00 $424,000 3,647 0.18% 26,000 0 0.006    N/A
   (PDN)1 Year Chart         PDN Invesco Ftse Rafi Developed... 47 - $39.32 $409,000 12,217 0.18% 14,000 -282 0.011    Closed - End Fund - Debt
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... 48 - $266.00 $397,000 1,788 0.17% -38,000 0 0.003    Closed - End Fund - E...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 49 - $128.43 $396,000 3,311 0.17% -18,000 0 0.005    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 50 - $0.00 $383,000 2,244 0.16% 1,000 100 0    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 51 - $283.33 $351,000 1,394 0.15% -39,000 0 0.003    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 52 - $40.73 $347,000 9,537 0.15% 22,000 0 0.001    Closed - End Fund - E...
   (PRK)1 Year Chart         PRK Park National Corp 53 - $177.92 $335,000 2,214 0.14% 46,000 526 0.014    Domestic Regional Banks
   (JKL)1 Year Chart         JKL IShares Trust Small Value I... 54 - $64.67 $333,000 5,611 0.14% -21,000 24 0.024    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 56 - $207.25 $324,000 1,668 0.14% 11,000 72 0    Closed - End Fund - Debt
   (COST)1 Year Chart         COST Costco Wholesale Corp 55 - $970.17 $324,000 342 0.14% 10,000 0 0.001    Discount, Variety Stores
   (PFI)1 Year Chart         PFI Invesco Dwa Financial Momen... 57 - $47.20 $319,000 5,973 0.14% -22,000 0 0.568    Domestic Regional Banks
   (BSCU)1 Year Chart         BSCU Invesco Bulletshares 2030 C... 58 - $0.00 $319,000 19,236 0.14% 12,000 460 0    N/A
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 59 - $91.50 $315,000 3,794 0.13% -28,000 1 0.015    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 60 - $137.32 $313,000 2,511 0.13% -24,000 21 0.005    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 61 - $355.88 $292,000 834 0.13% 52,000 76 0    Business Services
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 62 - $137.00 $286,000 2,342 0.12% 50,000 504 0.001    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 63 - $284.11 $281,000 1,086 0.12% -6,000 0 0.001    Closed - End Fund - E...
   (BSCT)1 Year Chart         BSCT Invesco Bulletshares 2029 C... 64 - $0.00 $274,000 14,773 0.12% 3,000 12 0.007    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 65 - $137.14 $272,000 2,022 0.12% 8,000 15 0.001    Closed - End Fund - E...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 66 - $85.57 $266,000 3,337 0.11% -4,000 0 0.003    N/A
   (XMLV)1 Year Chart         XMLV Invesco S&P MidCap Low Vola... 67 - $62.17 $264,000 4,275 0.11% 4,000 0 0.011    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 68 - $244.80 $262,000 1,183 0.11% 7,000 122 0.001    Closed - End Fund - E...
   (IYG)1 Year Chart         IYG iShares Dow Jones US Financ... 69 - $86.95 $252,000 3,213 0.11% 2,000 0 0.004    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 70 - $27.51 $239,000 8,539 0.1% 6,000 0 0.003    N/A
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 71 - $61.41 $236,000 4,100 0.1% 1,000 0 0.014    Closed - End Fund - Debt
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 72 - $53.88 $228,000 2,589 0.1% -12,000 0 0    N/A
   (BFOR)1 Year Chart         BFOR Barrons 400 73 - $78.66 $225,000 3,236 0.1% -10,000 0 0.127    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 74 - $179.40 $222,000 1,288 0.1% -44,000 -282 0    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 75 - $89.81 $221,000 2,702 0.09% 17,000 0 0    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 76 - $24.78 $218,000 9,884 0.09% -11,000 0 0    Closed - End Fund - Debt
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 77 - $63.76 $215,000 3,665 0.09% -2,000 0 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 78 New $287.43 $215,000 865 0.09% 215,000 865 0    Diversified Computer ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 79 - $195.00 $214,000 1,020 0.09% 214,000 1,020 0    Drug Manufacturers - ...
   (PTNQ)1 Year Chart         PTNQ Pacer Trendpilot 100 Etf 80 - $0.00 $213,000 3,000 0.09% -9,000 0 0.019    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 81 - $442.38 $204,000 550 0.09% -72,000 -122 0    Closed - End Fund - E...
   (ETW)1 Year Chart         ETW Eaton Vance Tax-Managed Glo... 82 - $8.72 $120,000 14,586 0.05% -3,000 0 0.014    Closed - End Fund - E...
   (FTAI)1 Year Chart         FTAI Fortress Transportation & I... 83 Closed $112.68 $0 0 0% -216,000 -1,498 0    N/A

      83 Records Found
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