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☆Sensible Money, LLC

CIK 0001965229 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.852
AUM ($M)
377
Positions
101
Turnover
0.03
Top-10 wt
84%
Herfindahl
0.135
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 104 positions · portfolio value $377M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 26.1% +0.0% 98.6 2,221,756 +11,289 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 20.2% -0.1% 76.3 1,091,399 +23,058 5 —
☆DFEV funds › DIMENSIONAL ETF TRUST TRIM — 8.5% +0.2% 31.9 748,053 -10,779 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 8.1% +0.2% 30.5 751,422 -1,320 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 7.5% -0.3% 28.3 760,816 +36,737 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 6.6% -1.0% 24.9 675,314 -58,063 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 3.4% -0.4% 12.8 319,752 +6,830 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 1.2% +0.1% 4.6 126,857 -463 5 —
☆AAPL funds › APPLE INC TRIM — 1.1% -0.1% 4.0 13,993 -1,296 5 —
☆FNDE funds › SCHWAB STRATEGIC TR TRIM — 0.9% -0.1% 3.3 84,214 -594 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.8% +0.2% 3.0 8,088 +1,623 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.0% 2.4 29,709 +1,901 5 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.6% -0.0% 2.4 38,368 +68 5 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.6% +0.0% 2.2 19,795 -66 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.6% +0.0% 2.1 2,849 +3 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.6% +0.1% 2.1 29,280 +4,694 5 —
☆IEMG funds › ISHARES INC TRIM — 0.5% +0.0% 1.9 22,419 -13 5 —
☆IVV funds › ISHARES TR TRIM — 0.5% -0.0% 1.8 2,417 -102 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.4% +0.0% 1.7 4,736 -82 5 —
☆IWV funds › ISHARES TR HOLD — 0.4% +0.0% 1.6 3,729 +0 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.4% +0.1% 1.4 4,266 +0 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 1.4 1,971 +18 5 —
☆IJR funds › ISHARES TR ADD — 0.3% +0.0% 1.1 7,483 +191 5 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.0% 1.1 16,341 +2 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.3% -0.0% 1.0 2,935 -306 5 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.3% +0.0% 1.0 10,048 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.1% 0.9 1,848 -189 2 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.2% -0.0% 0.9 44,526 +2,307 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.2% -0.0% 0.9 2,419 -133 5 —
☆EZM funds › WISDOMTREE TR HOLD — 0.2% -0.0% 0.9 11,866 +0 5 —
☆SPYM funds › SPDR SERIES TRUST NEW — 0.2% +0.2% 0.8 9,513 +9,513 1 —
☆USMV funds › ISHARES TR TRIM — 0.2% -0.0% 0.8 8,653 -25 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.2% -0.0% 0.8 3,420 -152 5 —
☆IYW funds › ISHARES TR HOLD — 0.2% +0.0% 0.8 3,200 +0 5 —
☆RWJ funds › INVESCO EXCH TRADED FD TR II NEW — 0.2% +0.2% 0.8 13,487 +13,487 1 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.2% +0.0% 0.8 3,928 +1 5 —
☆RSPH funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% -0.0% 0.7 21,825 +0 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 0.7 8,625 +1,959 3 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% -0.0% 0.7 2,041 -198 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 0.2% +0.2% 0.6 2,070 +2,070 1 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 0.6 14,818 +48 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.2% +0.0% 0.6 793 +21 5 —
☆PKW funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 0.6 3,982 -37 5 —
☆PDN funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% -0.0% 0.6 12,387 +37 5 —
☆FNDC funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.1% 0.5 11,096 -3,774 5 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.5 27,273 +429 5 —
☆IEFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 5,532 -13 5 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.5 31,757 +22 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.5 1,407 +13 5 —
☆LQD funds › ISHARES TR NEW — 0.1% +0.1% 0.5 4,637 +4,637 1 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 0.5 10,011 +143 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.1% 0.5 6,603 -3,850 5 —
☆QUAL funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 2,232 +0 5 —
☆IJJ funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 3,311 +0 5 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.5 25,571 +821 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% -0.0% 0.5 1,765 +0 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 0.5 23,698 -1,105 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.5 14,304 +483 5 —
☆IJT funds › ISHARES TR ADD — 0.1% +0.0% 0.5 2,537 +19 5 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 0.5 3,797 +1 5 —
☆ISCV funds › ISHARES TR ADD — 0.1% -0.0% 0.5 5,757 +26 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,672 +311 5 —
☆ACWV funds › ISHARES INC HOLD — 0.1% -0.0% 0.4 3,647 +0 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.4 1,411 +252 5 —
☆PRK funds › PARK NATL CORP TRIM — 0.1% -0.0% 0.4 2,233 -2 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.4 9,718 +13 2 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.4 1,091 +1,091 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.4 6,190 +2,452 2 —
☆MDYV funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.4 3,864 +0 5 —
☆VTV funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.4 1,671 +1,671 1 —
☆PFI funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% -0.0% 0.4 5,973 +0 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.4 4,203 +3,717 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 4,220 +3,165 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III NEW — 0.1% +0.1% 0.3 18,870 +18,870 1 —
☆BFOR funds › ALPS ETF TR HOLD ETP 0.1% +0.0% 0.3 3,236 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.3 10,067 +183 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.3 852 +18 5 —
☆IYG funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 3,213 +0 5 —
☆XMLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% -0.0% 0.3 4,275 +0 5 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.1% -0.0% 0.3 2,262 -203 5 —
☆EFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,693 +0 5 —
☆IJH funds › ISHARES TR NEW — 0.1% +0.1% 0.3 3,530 +3,530 1 —
☆MOAT funds › VANECK ETF TRUST HOLD — 0.1% -0.0% 0.3 2,589 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.1% +0.1% 0.3 951 +951 1 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.3 1,908 +1,908 1 —
☆SCHP funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.3 9,897 +9,897 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 0.3 279 -44 5 —
☆FTAI funds › FTAI AVIATION LTD ADD — 0.1% -0.0% 0.3 953 +2 4 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.3 8,641 +5 4 —
☆DFSE funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 0.2 5,054 +0 2 —
☆SCHC funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.2 5,035 +4 5 —
☆LLY funds › ELI LILLY & CO NEW — 0.1% +0.1% 0.2 200 +200 1 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.2 945 +5 4 —
☆PREF funds › PRINCIPAL EXCHANGE TRADED FD NEW — 0.1% +0.1% 0.2 11,689 +11,689 1 —
☆VNQ funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 2,304 +2,304 1 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.2 507 +507 1 —
☆JNJ funds › JOHNSON & JOHNSON NEW — 0.1% +0.1% 0.2 861 +861 1 —
☆EES funds › WISDOMTREE TR NEW — 0.1% +0.1% 0.2 3,162 +3,162 1 —
☆EFAV funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,382 +0 5 —
☆BND funds › VANGUARD BD INDEX FDS NEW — 0.1% +0.1% 0.2 2,799 +2,799 1 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.1% -0.0% 0.2 2,667 +0 3 —
☆PTNQ funds › PACER FDS TR EXIT — 0.0% -0.1% 0.0 0 -3,000 0 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD EXIT — 0.0% -0.1% 0.0 0 -3,665 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS EXIT — 0.0% -0.1% 0.0 0 -1,614 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 377 101 0.03 84% 0.135 0.851 — in
2026Q1 329 86 0.04 85% 0.137 0.842 — in
2025Q4 313 86 0.02 84% 0.130 0.825 — in
2025Q3 294 88 0.02 84% 0.130 0.819 — in
2025Q2 264 87 0.03 83% 0.127 0.825 — entered
2025Q1 233 83 0.00 83% 0.126 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status