Sensible Money, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 83 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 $59.4B, Dimensional ETF Tr U S Target with a value of $43.7B, Dimensional ETF Tr with a value of $21.9B, Dimensional ETF Tr Emerging Mk with a value of $17.2B, and Dimensional ETF Tr Emerging Mk with a value of $16.9B.

Examining the 13F form we can see an increase of $5.31B in the current position value, from $228B to 233B.

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 $233 Billion
ETFs: $196 Billion
Technology: $8.8 Billion
Basic Materials: $2.12 Billion
Communication Services: $1.3 Billion
Financial Services: $1.3 Billion
Consumer Cyclical: $674 Million
Consumer Defensive: $324 Million
Healthcare: $214 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $233 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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