Investor
Sensible Money, LLC
CIK 0001965229 · filed 2026-04-21 · SEC filing
13F book
$328.7M
Positions
86
4 new · 4 sold
Largest name
26.1%
Dimensional Etf Trust
Est. mark
$5.34M
Price effect on 82 names still held. Flow $10.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 2.21M | $85.9M | 26.1% | −$1.48M | Added$5.51M |
| Dimensional Etf Trust | — | 1.07M | $66.7M | 20.3% | $2.97M | Added$5.93M |
| Dimensional Etf Trust | — | 758.8K | $27.2M | 8.3% | $1.49M | Added$2.49M |
| Dimensional Etf Trust | — | 752.7K | $26M | 7.9% | $1.06M | Added$2.05M |
| Dimensional Etf Trust | — | 724.1K | $25.7M | 7.8% | $696.5K | Added$3.3M |
| Dimensional Etf Trust | — | 733.4K | $24.9M | 7.6% | $909.4K | Cut−$228.7K |
| Dimensional Etf Trust | — | 312.9K | $12.3M | 3.8% | $450.6K | Cut$297.7K |
| Apple Inc. | AAPL | 15.3K | $3.88M | 1.2% | −$276.4K | Cut−$4.35M |
| Schwab Strategic Tr | — | 127.3K | $3.7M | 1.1% | $76.4K | Cut$64.9K |
| Schwab Strategic Tr | — | 84.8K | $3.24M | 1.0% | $186.6K | Cut$50.9K |
| Freeport-Mcmoran Inc | FCX | 38.3K | $2.25M | 0.7% | $302.3K | Added$329.6K |
| Vanguard Index Fds | — | 6.46K | $2.07M | 0.6% | −$93.5K | Cut−$269.2K |
| Dimensional Etf Trust | — | 27.8K | $1.97M | 0.6% | −$87.5K | Added−$18.9K |
| Spdr Series Trust | — | 19.9K | $1.88M | 0.6% | $71.8K | Cut$58.1K |
| Spdr S&P 500 Etf Tr | — | 2.85K | $1.85M | 0.6% | −$90.1K | Cut−$517K |
| Ishares Tr | — | 2.52K | $1.65M | 0.5% | −$61.1K | Added$328.1K |
| Vanguard Tax-Managed Fds | — | 24.6K | $1.58M | 0.5% | $33.5K | Added$273K |
| Ishares Inc | — | 22.4K | $1.56M | 0.5% | $55.2K | Added$97.6K |
| Alphabet Inc | — | 4.82K | $1.39M | 0.4% | −$122.7K | Cut−$184.1K |
| Ishares Tr | — | 3.73K | $1.38M | 0.4% | −$60.3K | Held |
| Vanguard Index Fds | — | 1.95K | $1.17M | 0.4% | −$57.6K | Added−$56.4K |
| American Centy Etf Tr | — | 16.3K | $980K | 0.3% | $27.2K | Added$27.3K |
| Berkshire Hathaway Inc Del | — | 2.04K | $976.1K | 0.3% | — | New |
| Microsoft Corp | MSFT | 2.55K | $944.7K | 0.3% | −$289.5K | Cut−$292.4K |
| Alphabet Inc | — | 3.24K | $929.8K | 0.3% | −$87.3K | Held |
| First Tr Exchange-Traded Fd | — | 4.27K | $921.4K | 0.3% | −$60.7K | Held |
| Ishares Tr | — | 7.29K | $906.4K | 0.3% | $30K | Added$30.2K |
| Invesco Exch Trd Slf Idx Fd | — | 42.2K | $862.2K | 0.3% | −$7.45K | Added−$5.34K |
| American Centy Etf Tr | — | 10K | $809.6K | 0.2% | $35.8K | Held |
| Ishares Tr | — | 8.68K | $804.8K | 0.2% | −$12.3K | Held |
| Wisdomtree Tr | — | 11.9K | $797.6K | 0.2% | $4.98K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 10.5K | $764.5K | 0.2% | $18K | Held |
| Amazon Com Inc | AMZN | 3.57K | $743.9K | 0.2% | −$79.4K | Added−$69K |
| Schwab Strategic Tr | — | 14.9K | $689.4K | 0.2% | $26.9K | Held |
| Nvidia Corp | NVDA | 3.93K | $684.9K | 0.2% | −$47.5K | Cut−$93.5K |
| Invesco Exchange Traded Fd T | — | 21.8K | $659K | 0.2% | −$36.2K | Held |
| Jpmorgan Chase & Co. | — | 2.24K | $658.6K | 0.2% | −$62.8K | Cut−$65.7K |
| Ishares Tr | — | 3.2K | $580.5K | 0.2% | −$58.4K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 12.3K | $535.6K | 0.2% | $14.6K | Added$15.7K |
| Invesco Exch Trd Slf Idx Fd | — | 31.7K | $530.6K | 0.2% | −$5.38K | Added$77.2K |
| Invesco Exchange Traded Fd T | — | 4.02K | $527.5K | 0.2% | −$12.3K | Held |
| Dimensional Etf Trust | — | 14.8K | $527.5K | 0.2% | $21.7K | Added$33.3K |
| Invesco Exch Trd Slf Idx Fd | — | 26.8K | $526.8K | 0.2% | −$3.08K | Added−$1.05K |
| Ishares Tr | — | 5.54K | $502K | 0.2% | $5.93K | Cut−$6.95K |
| Dimensional World Equity | — | 6.67K | $491.8K | 0.1% | −$571 | Added$284.7K |
| Invesco Exch Trd Slf Idx Fd | — | 24.8K | $484.4K | 0.1% | −$1.11K | Added$721 |
| Invesco Exch Trd Slf Idx Fd | — | 24.8K | $461.8K | 0.1% | −$4.09K | Added$21.8K |
| Spdr Index Shs Fds | — | 9.87K | $450.5K | 0.1% | $12.2K | Held |
| Invesco Qqq Tr | — | 772 | $445.7K | 0.1% | −$28.7K | Held |
| Ishares Tr | — | 3.31K | $438.7K | 0.1% | $3.01K | Held |
| Ishares Inc | — | 3.65K | $435.9K | 0.1% | $2.77K | Held |
| Ishares Tr | — | 2.23K | $428.1K | 0.1% | −$15.2K | Held |
| Schwab Strategic Tr | — | 13.8K | $424K | 0.1% | $44.9K | Cut−$8.96K |
| Vanguard Index Fds | — | 1.39K | $421.3K | 0.1% | $195 | Held |
| First Tr Exchange-Traded Fd | — | 1.76K | $413.1K | 0.1% | −$62K | Held |
| Ishares Tr | — | 5.73K | $398.4K | 0.1% | $5.82K | Added$7.35K |
| Spdr Series Trust | — | 3.8K | $366.8K | 0.1% | $9.28K | Held |
| Park Natl Corp | — | 2.23K | $365.3K | 0.1% | $25.1K | Added$26.7K |
| Ishares Tr | — | 2.52K | $364.4K | 0.1% | $9.01K | Added$9.15K |
| Vanguard Specialized Funds | — | 1.61K | $347.1K | 0.1% | −$7.62K | Cut−$19.5K |
| Dimensional Etf Trust | — | 9.71K | $340.1K | 0.1% | — | New |
| Ishares Tr | — | 2.36K | $336.3K | 0.1% | −$14.7K | Added−$12K |
| Spdr Series Trust | — | 3.86K | $329K | 0.1% | $1.93K | Cut−$88.5K |
| Costco Whsl Corp New | — | 323 | $322K | 0.1% | $43.5K | Held |
| Invesco Exchange Traded Fd T | — | 5.97K | $318.1K | 0.1% | −$26.8K | Held |
| Vanguard Index Fds | — | 1.16K | $303.6K | 0.1% | $4.6K | Cut−$176K |
| Vanguard Index Fds | — | 1.05K | $303K | 0.1% | −$2.35K | Added$78.3K |
| American Centy Etf Tr | — | 2.46K | $272.3K | 0.1% | $20.1K | Added$31.5K |
| Invesco Exch Traded Fd Tr Ii | — | 4.28K | $269.2K | 0.1% | $2.57K | Held |
| Alps Etf Tr | — | 3.24K | $268.6K | 0.1% | $2.12K | Held |
| Ishares Tr | — | 3.21K | $266.2K | 0.1% | −$30.2K | Held |
| Ishares Tr | — | 2.69K | $261.6K | 0.1% | $2.96K | Held |
| Schwab Strategic Tr | — | 9.88K | $253.4K | 0.1% | −$12.6K | Held |
| Visa Inc. | V | 834 | $252.1K | 0.1% | −$40.4K | Cut−$42.5K |
| Vaneck Etf Trust | — | 2.59K | $250.4K | 0.1% | −$17.8K | Held |
| First Tr Exchange Traded Fd | — | 3.67K | $250.2K | 0.1% | −$4.36K | Held |
| Schwab Strategic Tr | — | 5.03K | $235.2K | 0.1% | $6.09K | Held |
| Ishares Gold Tr | — | 2.67K | $235.1K | 0.1% | $18.6K | Held |
| Ftai Aviation Ltd | — | 951 | $233K | 0.1% | $45.8K | Cut−$7.36K |
| Pacer Fds Tr | — | 3K | $218.9K | 0.1% | −$17.1K | Held |
| Ishares Tr | — | 2.38K | $217.6K | 0.1% | $12.2K | Held |
| Schwab Strategic Tr | — | 8.64K | $216.8K | 0.1% | −$9.41K | Added−$1.73K |
| Dimensional Etf Trust | — | 5.05K | $214.1K | 0.1% | — | New |
| Vanguard Growth Etf | — | 486 | $212.3K | 0.1% | −$24.8K | Held |
| AbbVie Inc. | ABBV | 940 | $204.4K | 0.1% | −$10.3K | Cut−$16.5K |
| Vanguard Intl Equity Index F | — | 3.74K | $202.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.