Portfolio (Quarterly) Guide ↗

Sensible Money, LLC

· CIK 0001965229

13F Portfolio $329M AUM 86 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 19 Added 17 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	DFAC	DIMENSIONAL ETF TRUST	—	2,210,467.0	$85.9M	26.13%	+180K	+8.9%	$38.86	+12.7%
2	DFAT	DIMENSIONAL ETF TRUST	—	1,068,341.0	$66.7M	20.30%	+47K	+4.7%	$62.45	+11.9%
3	DFEV	DIMENSIONAL ETF TRUST	—	758,832.0	$27.2M	8.26%	+28K	+3.8%	$35.78	+17.1%
4	DFEM	DIMENSIONAL ETF TRUST	—	752,742.0	$26.0M	7.91%	+29K	+4.0%	$34.55	+15.3%
5	DFIC	DIMENSIONAL ETF TRUST	—	724,079.0	$25.7M	7.83%	+73K	+11.2%	$35.53	+4.2%
6	FCX	FREEPORT MCMORAN INC	Basic Materials	38,300.0	$2.3M	0.69%	+465.0	+1.2%	$58.78	+6.0%
7	DFUS	DIMENSIONAL ETF TRUST	—	27,808.0	$2.0M	0.60%	+967.0	+3.6%	$70.91	+12.9%
8	IVV	ISHARES TR	—	2,519.0	$1.6M	0.50%	+596.0	+31.0%	$653.09	+12.2%
9	VEA	VANGUARD TAX-MANAGED FDS	—	24,586.0	$1.6M	0.48%	+4K	+17.9%	$64.08	+10.1%
10	IEMG	ISHARES INC	—	22,432.0	$1.6M	0.48%	+607.0	+2.8%	$69.75	+16.5%
11	AMZN	AMAZON COM INC	Consumer Cyclical	3,572.0	$744K	0.23%	+50.0	+1.4%	$208.27	+11.7%
12	BSCU	INVESCO EXCH TRD SLF IDX FD	—	31,735.0	$531K	0.16%	+5K	+18.4%	$16.72	-0.3%
13	DFLV	DIMENSIONAL ETF TRUST	—	14,770.0	$527K	0.16%	+327.0	+2.3%	$35.71	+11.1%
14	DFAW	DIMENSIONAL ETF TRUST	—	6,666.0	$492K	0.15%	+4K	+138.2%	$73.78	+11.4%
15	BSCT	INVESCO EXCH TRD SLF IDX FD	—	24,750.0	$462K	0.14%	+1K	+6.0%	$18.66	-0.4%
16	ITOT	ISHARES TR	—	2,361.0	$336K	0.10%	+19.0	+0.8%	$142.42	+12.9%
17	VO	VANGUARD INDEX FDS	—	1,055.0	$303K	0.09%	+281.0	+36.3%	$287.18	-72.1%
18	AVUV	AMERICAN CENTY ETF TR	—	2,465.0	$272K	0.08%	+104.0	+4.4%	$110.48	+13.1%
19	SCHB	SCHWAB STRATEGIC TR	—	8,636.0	$217K	0.07%	+306.0	+3.7%	$25.10	+12.9%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 36.4%

Financial Services 25.1%

Communication Services 15.3%

Basic Materials 14.9%

Consumer Cyclical 4.9%

Consumer Defensive 2.1%

Healthcare 1.3%