AI Portfolio Summary
In 2026 Q1, Sensible Money, LLC maintained a portfolio of 90 distinct positions. The most significant new addition to the portfolio was BERKSHIRE HATHAWAY I, which now represents 0.30% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 8.9%. The fund also reduced its exposure to APPLE INC by 49.5%.
Total Positions
90
Quarter
2026 Q1
Top Holding
DFAC (26.1%)
Top 10 Concentration
85.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 90
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 26.13% | 25.67% |
#1
Prev: #1
|
8.0 | 179,968 | 8.9% |
P
S
|
2,210,467 | $85,898,732 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 20.30% | 19.41% |
#2
Prev: #2
|
6.0 | 47,433 | 4.6% |
P
S
|
1,068,341 | $66,717,927 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 8.26% | 7.88% |
#3
1
Prev: #4
|
4.8 | 27,932 | 3.8% |
P
S
|
758,832 | $27,150,996 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 7.91% | 7.65% |
#4
1
Prev: #5
|
4.2 | 28,640 | 4.0% |
P
S
|
752,742 | $26,007,242 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 7.83% | 7.16% |
#5
1
Prev: #6
|
5.6 | 73,158 | 11.2% |
P
S
|
724,079 | $25,726,526 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 7.58% | 8.03% |
#6
3
Prev: #3
|
3.5 | -34,773 | -4.5% |
P
S
|
733,377 | $24,912,817 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 3.75% | 3.85% |
#7
Prev: #7
|
2.0 | -4,023 | -1.3% |
P
S
|
312,922 | $12,341,643 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 1.18% | 2.63% |
#8
Prev: #8
|
0.5 | -14,982 | -49.5% |
P
S
|
15,289 | $3,880,171 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.13% | 1.16% |
#9
Prev: #9
|
1.0 | -402 | -0.3% |
P
S
|
127,320 | $3,702,462 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 0.99% | 1.02% |
#10
Prev: #10
|
0.9 | -3,763 | -4.2% |
P
S
|
84,808 | $3,244,742 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 0.68% | 0.61% |
#11
3
Prev: #14
|
0.8 | 465 | 1.2% |
P
S
|
38,300 | $2,251,260 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.63% | 0.75% |
#12
Prev: #12
|
0.8 | -524 | -7.5% |
P
S
|
6,465 | $2,074,037 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.60% | 0.64% |
#13
Prev: #13
|
0.7 | 967 | 3.6% |
P
S
|
27,808 | $1,971,845 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.57% | 0.58% |
#14
1
Prev: #15
|
0.7 | -150 | -0.7% |
P
S
|
19,861 | $1,878,492 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.56% | 0.76% |
#15
4
Prev: #11
|
0.7 | -626 | -18.0% |
P
S
|
2,846 | $1,850,720 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES TR
|
ETF | 0.50% | 0.42% |
#16
3
Prev: #19
|
2.7 | 596 | 31.0% |
P
S
|
2,519 | $1,645,130 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.48% | 0.42% |
#17
3
Prev: #20
|
2.2 | 3,737 | 17.9% |
P
S
|
24,586 | $1,575,444 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEMG
ISHARES INC
|
ETF | 0.48% | 0.47% |
#18
1
Prev: #17
|
0.7 | 607 | 2.8% |
P
S
|
22,432 | $1,564,611 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.42% | 0.50% |
#19
3
Prev: #16
|
0.7 | -196 | -3.9% |
P
S
|
4,818 | $1,385,348 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWV
ISHARES TR
|
ETF | 0.42% | 0.46% |
#20
2
Prev: #18
|
1.2 | no change | no change |
P
S
|
3,729 | $1,382,266 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.36% | 0.39% |
#21
1
Prev: #22
|
0.6 | 2 | 0.1% |
P
S
|
1,953 | $1,167,087 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.30% | 0.30% |
#22
3
Prev: #25
|
0.6 | 1 | 0.0% |
P
S
|
16,339 | $980,003 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.30% | — |
#23
Prev: #—
|
3.6 | 2,037 | no change |
NEW
|
2,037 | $976,131 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.29% | 0.40% |
#24
3
Prev: #21
|
0.6 | -6 | -0.2% |
P
S
|
2,552 | $944,715 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.28% | 0.32% |
#25
2
Prev: #23
|
1.1 | no change | no change |
P
S
|
3,241 | $929,828 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QTEC
FIRST TR EXCHAN...
|
Unknown | 0.28% | 0.31% |
#26
2
Prev: #24
|
1.1 | no change | no change |
P
S
|
4,266 | $921,371 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJR
ISHARES TR
|
ETF | 0.28% | 0.28% |
#27
1
Prev: #26
|
0.6 | 1 | 0.0% |
P
S
|
7,292 | $906,440 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 0.26% | 0.28% |
#28
1
Prev: #27
|
0.6 | 103 | 0.2% |
P
S
|
42,219 | $862,245 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.25% | 0.25% |
#29
3
Prev: #32
|
1.1 | no change | no change |
P
S
|
10,048 | $809,642 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
USMV
ISHARES TR
|
ETF | 0.24% | 0.26% |
#30
2
Prev: #28
|
1.1 | no change | no change |
P
S
|
8,678 | $804,798 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EZM
WISDOMTREE TR
|
ETF | 0.24% | 0.25% |
#31
1
Prev: #30
|
1.1 | no change | no change |
P
S
|
11,866 | $797,633 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPLV
INVESCO EXCH TR...
|
Unknown | 0.23% | 0.24% |
#32
1
Prev: #33
|
1.1 | no change | no change |
P
S
|
10,453 | $764,533 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.26% |
#33
4
Prev: #29
|
0.6 | 50 | 1.4% |
P
S
|
3,572 | $743,941 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.21% | 0.21% |
#34
2
Prev: #36
|
1.1 | no change | no change |
P
S
|
14,870 | $689,376 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.21% | 0.25% |
#35
4
Prev: #31
|
0.6 | -247 | -5.9% |
P
S
|
3,927 | $684,933 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSPH
INVESCO EXCHANG...
|
Unknown | 0.20% | 0.22% |
#36
1
Prev: #35
|
1.1 | no change | no change |
P
S
|
21,825 | $658,976 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.20% | 0.23% |
#37
3
Prev: #34
|
0.6 | -9 | -0.4% |
P
S
|
2,239 | $658,625 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IYW
ISHARES TR
|
ETF | 0.18% | 0.20% |
#38
1
Prev: #37
|
1.1 | no change | no change |
P
S
|
3,200 | $580,544 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PDN
INVESCO EXCH TR...
|
ETF | 0.16% | 0.17% |
#39
1
Prev: #40
|
0.6 | 26 | 0.2% |
P
S
|
12,350 | $535,619 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCU
INVESCO EXCH TR...
|
ETF | 0.16% | 0.14% |
#40
7
Prev: #47
|
2.1 | 4,939 | 18.4% |
P
S
|
31,735 | $530,573 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PKW
INVESCO EXCHANG...
|
ETF | 0.16% | 0.17% |
#41
3
Prev: #38
|
1.1 | no change | no change |
P
S
|
4,019 | $527,491 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.16% |
#42
Prev: #42
|
0.6 | 327 | 2.3% |
P
S
|
14,770 | $527,450 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 0.16% | 0.17% |
#43
4
Prev: #39
|
0.6 | 103 | 0.4% |
P
S
|
26,844 | $526,816 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEFA
ISHARES TR
|
ETF | 0.15% | 0.16% |
#44
3
Prev: #41
|
0.6 | -144 | -2.5% |
P
S
|
5,545 | $502,016 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.15% | 0.07% |
#45
38
Prev: #83
|
3.1 | 3,867 | 138.2% |
P
S
|
6,666 | $491,837 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCQ
INVESCO EXCH TR...
|
ETF | 0.15% | 0.15% |
#46
3
Prev: #43
|
0.6 | 94 | 0.4% |
P
S
|
24,803 | $484,400 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 0.14% | 0.14% |
#47
2
Prev: #49
|
2.1 | 1,389 | 5.9% |
P
S
|
24,750 | $461,839 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.14% | 0.14% |
#48
2
Prev: #50
|
1.1 | no change | no change |
P
S
|
9,868 | $450,491 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.14% | 0.15% |
#49
3
Prev: #46
|
1.1 | no change | no change |
P
S
|
772 | $445,710 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJJ
ISHARES TR
|
ETF | 0.13% | 0.14% |
#50
1
Prev: #51
|
1.1 | no change | no change |
P
S
|
3,311 | $438,708 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 90 holdings