Sensible Money, LLC - Portfolio overview
Sensible Money, LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-04-21.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- DFAC - DIMENSIONAL ETF TRUST, 25.99%
- DFAT - DIMENSIONAL ETF TRUST, 20.19%
- DFEV - DIMENSIONAL ETF TRUST, 8.22%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.