Sensible Money, LLC Portfolio Holdings

Sensible Money, LLC

$294 Billion
Q3 2025

Sensible Money, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $76.2B, Dimensional ETF Tr U S Target with a value of $56.2B, Dimensional ETF Tr with a value of $25.2B, Dimensional ETF Tr Emerging Mk with a value of $22.7B, and Dimensional ETF Tr Emerging Mk with a value of $22.7B.

Examining the 13F form we can see an increase of $30.4B in the current position value, from $264B to 294B.

Sensible Money, LLC is based out at Scottsdale, AZ

Below you can find more details about Sensible Money, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion

ETFs: $251 Billion

Technology: $10.4 Billion

Communication Services: $2.29 Billion

Basic Materials: $1.63 Billion

Financial Services: $1.35 Billion

Consumer Cyclical: $773 Million

Consumer Defensive: $317 Million

Healthcare: $236 Million

Other: $222 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$76.2 Billion 25.89% of portfolio	1,974,877	Q3 2025 Added 4.56%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$56.2 Billion 19.1% of portfolio	965,599	Q3 2025 Added 6.91%
DFAX Dimensional ETF Tr	$0	$25.2 Billion 8.58% of portfolio	804,146	Q3 2025 Reduced 2.49%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$22.7 Billion 7.72% of portfolio	708,263	Q3 2025 Added 6.27%
DFEV Dimensional ETF Tr Emerging Mk ETFs	$0	$22.7 Billion 7.71% of portfolio	711,552	Q3 2025 Added 3.33%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$18.4 Billion 6.27% of portfolio	562,653	Q3 2025 Added 14.65%
DISV Dimensional ETF Tr Dimensional ETFs	$0	$11.6 Billion 3.95% of portfolio	325,651	Q3 2025 Reduced 1.77%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$3.27 Billion 1.11% of portfolio	117,335	Q3 2025 Reduced 1.33%
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$3.22 Billion 1.09% of portfolio	88,997	Q3 2025 Reduced 0.82%

VTI Vanguard Total Stock Market Et ETFs	$0	$2.13 Billion 0.72% of portfolio	6,490	Q2 2025 Added 34.12%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.06 Billion 0.7% of portfolio	3,092	Q3 2025 Reduced 1.53%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$1.96 Billion 0.67% of portfolio	27,106	Q3 2025 Added 6.66%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$1.82 Billion 0.62% of portfolio	20,486	Q3 2025 Reduced 0.09%
IEMG Ishares Inc ETFs	$0	$1.44 Billion 0.49% of portfolio	21,895	Q3 2025 Reduced 0.42%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.41 Billion 0.48% of portfolio	3,729	Q3 2024 Reduced 7.72%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.28 Billion 0.44% of portfolio	1,919	Q3 2025 Added 0.16%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.25 Billion 0.42% of portfolio	20,849	Q1 2025 Added 0.35%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.2 Billion 0.41% of portfolio	1,952	Q2 2025 Reduced 30.53%

QTEC First Trust Nasdaq 100 Technol ETFs	$0	$980 Million 0.33% of portfolio	4,266	Q3 2023 Reduced 22.51%
AVES American Centy ETF Tr Avantis ETFs	$0	$937 Million 0.32% of portfolio	16,333	Q2 2025 Added 0.02%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$866 Million 0.29% of portfolio	7,290	Q3 2025 Reduced 0.33%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$841 Million 0.29% of portfolio	8,839	Q1 2025 Added 1.28%
EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$782 Million 0.27% of portfolio	11,866	Q2 2025 Reduced 1.49%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$768 Million 0.26% of portfolio	10,453	Q3 2023 Reduced 13.27%
AVEM American Centy ETF Tr Avantis ETFs	$0	$755 Million 0.26% of portfolio	10,055	Q3 2025 Reduced 0.11%
FNDC Schwab Fundamental Intl Small ETFs	$0	$666 Million 0.23% of portfolio	14,972	Q3 2025 Reduced 0.41%
RYH Invesco S&P 500 Equal Weight H ETFs	$0	$641 Million 0.22% of portfolio	21,825	Q3 2024 Reduced 6.73%
IYW Ishares Dj Us Tech ETF ETFs	$0	$627 Million 0.21% of portfolio	3,200	Q4 2022 New
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$546 Million 0.19% of portfolio	26,556	Q3 2025 Added 1.12%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$551 Million 0.19% of portfolio	26,632	Q3 2025 Reduced 0.13%
PKW Invesco Exchange Traded Fd Tr ETFs	$0	$532 Million 0.18% of portfolio	4,019	Q3 2023 Reduced 49.78%
PDN Invesco Fd Tr ETFs	$0	$505 Million 0.17% of portfolio	12,278	Q3 2025 Added 0.21%
FDN First Tr Fd Dow Jones ETFs	$0	$494 Million 0.17% of portfolio	1,765	Q2 2025 Reduced 1.29%
IEFA Ishares Tr ETFs	$0	$512 Million 0.17% of portfolio	5,863	Q3 2025 Reduced 0.58%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$476 Million 0.16% of portfolio	5,702	Q4 2024 Reduced 0.78%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$460 Million 0.16% of portfolio	23,502	Q3 2025 Reduced 0.13%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$461 Million 0.16% of portfolio	23,375	Q3 2025 Added 1.96%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$472 Million 0.16% of portfolio	786	Q3 2025 Added 1.68%
ACWV Ishares Msci Global Min Vol Fa ETFs	$0	$437 Million 0.15% of portfolio	3,647	Q3 2023 Reduced 0.68%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$436 Million 0.15% of portfolio	2,244	Q1 2025 Added 4.66%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$430 Million 0.15% of portfolio	3,311	Q4 2024 Reduced 3.27%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$415 Million 0.14% of portfolio	9,696	Q2 2025 Added 1.67%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$415 Million 0.14% of portfolio	1,394	Q1 2024 Reduced 2.38%
ISCV Ishares Morningstar Small Cap ETFs	$0	$378 Million 0.13% of portfolio	5,669	Q3 2025 Added 0.53%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$353 Million 0.12% of portfolio	2,494	Q3 2025 Reduced 0.28%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$341 Million 0.12% of portfolio	2,342	Q1 2025 Added 27.42%
PFI Invesco Exchange Traded Fd Tr ETFs	$0	$346 Million 0.12% of portfolio	5,973	Q4 2022 New
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$364 Million 0.12% of portfolio	3,857	Q2 2025 Added 1.66%
VIG Vanguard Dividend Appreciation ETFs	$0	$360 Million 0.12% of portfolio	1,668	Q1 2025 Added 4.51%
BSCU Invesco Exc Self Ind Tr ETFs	$0	$332 Million 0.11% of portfolio	19,652	Q3 2025 Added 2.07%

Summary

Portfolio
No. of Stocks 88
Current Value $294 Billion
Prior Value $264 Billion
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 5 stocks
Additional Purchases 18 stocks
Sold out of 0 stocks
Reduced holdings in 26 stocks

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Sensible Money, LLC Portfolio Holdings