Portfolio (Quarterly) Guide ↗

Sensible Money, LLC

· CIK 0001965229

13F Portfolio $377M AUM 101 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 18 New 26 Added 17 Reduced 3 Exited

Page 1 of 2 · 26 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	DFAC	DIMENSIONAL ETF TRUST	—	2,221,756.0	$98.6M	26.13%	+11K	+0.5%	$44.36	+3.2%
2	DFAT	DIMENSIONAL ETF TRUST	—	1,091,399.0	$76.3M	20.23%	+23K	+2.2%	$69.90	+2.1%
3	DFIC	DIMENSIONAL ETF TRUST	—	760,816.0	$28.3M	7.52%	+37K	+5.1%	$37.26	+5.8%
4	DISV	DIMENSIONAL ETF TRUST	—	319,752.0	$12.8M	3.40%	+7K	+2.2%	$40.13	+11.7%
5	VTI	VANGUARD INDEX FDS	—	8,088.0	$3.0M	0.79%	+2K	+25.1%	$370.05	+2.9%
6	DFUS	DIMENSIONAL ETF TRUST	—	29,709.0	$2.4M	0.65%	+2K	+6.8%	$81.94	+2.8%
7	VEA	VANGUARD TAX-MANAGED FDS	—	29,280.0	$2.1M	0.55%	+5K	+19.1%	$71.25	+3.0%
8	VOO	VANGUARD INDEX FDS	—	1,971.0	$1.4M	0.36%	+18.0	+0.9%	$686.84	+3.2%
9	IJR	ISHARES TR	—	7,483.0	$1.1M	0.29%	+191.0	+2.6%	$148.30	-1.0%
10	BSCS	INVESCO EXCH TRD SLF IDX FD	—	44,526.0	$907K	0.24%	+2K	+5.5%	$20.37	-0.1%
11	DFAW	DIMENSIONAL ETF TRUST	—	8,625.0	$714K	0.19%	+2K	+29.4%	$82.79	+3.4%
12	QQQ	INVESCO QQQ TR	Financial Services	793.0	$584K	0.15%	+21.0	+2.7%	$736.59	-2.1%
13	BSCR	INVESCO EXCH TRD SLF IDX FD	—	27,273.0	$535K	0.14%	+429.0	+1.6%	$19.61	+0.0%
14	VBK	VANGUARD INDEX FDS	—	1,407.0	$515K	0.14%	+13.0	+0.9%	$365.70	-1.8%
15	SPDW	SPDR INDEX SHS FDS	—	10,011.0	$504K	0.13%	+143.0	+1.4%	$50.39	+3.3%
16	BSCT	INVESCO EXCH TRD SLF IDX FD	—	25,571.0	$475K	0.13%	+821.0	+3.3%	$18.57	-0.3%
17	SCHD	SCHWAB STRATEGIC TR	—	14,304.0	$454K	0.12%	+483.0	+3.5%	$31.71	+9.8%
18	IJT	ISHARES TR	—	2,537.0	$453K	0.12%	+19.0	+0.8%	$178.63	-3.1%
19	ITOT	ISHARES TR	—	2,672.0	$439K	0.12%	+311.0	+13.2%	$164.26	+2.9%
20	VB	VANGUARD INDEX FDS	—	1,411.0	$428K	0.11%	+252.0	+21.7%	$303.12	+0.4%

Page 1 of 2 · 26 positions

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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 40.3%

Financial Services 25.2%

Basic Materials 14.2%

Communication Services 9.9%

Consumer Cyclical 4.8%

Healthcare 4.1%

Consumer Defensive 1.5%