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Sensible Money, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sensible Money, LLC

报告期 2026-03-31 · CIK 0001965229

持仓数

86

前50大市值合计

$318.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$85.9M

2,210,467

27.0%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$66.7M

1,068,341

21.0%

DFEV DIMENSIONAL ETF TRUST

EMERGING MKTS VA

$27.2M

758,832

8.5%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$26.0M

752,742

8.2%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$25.7M

724,079

8.1%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$24.9M

733,377

7.8%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$12.3M

312,922

3.9%

AAPL APPLE INC

COM

$3.9M

15,289

1.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$3.7M

127,320

1.2%

FNDE SCHWAB STRATEGIC TR

FUNDAMENTAL EMER

$3.2M

84,808

1.0%

FCX FREEPORT MCMORAN INC

CL B

$2.3M

38,300

0.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.1M

6,465

0.7%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$2.0M

27,808

0.6%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$1.9M

19,861

0.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.9M

2,846

0.6%

IVV ISHARES TR

CORE S&P500 ETF

$1.6M

2,519

0.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.6M

24,586

0.5%

IEMG ISHARES INC

CORE MSCI EMKT

$1.6M

22,432

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$1.4M

4,818

0.4%

IWV ISHARES TR

RUSSELL 3000 ETF

$1.4M

3,729

0.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.2M

1,953

0.4%

AVES AMERICAN CENTY ETF TR

EMERGING MKT VAL

$980.0K

16,339

0.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$976.1K

2,037

0.3%

MSFT MICROSOFT CORP

COM

$944.7K

2,552

0.3%

GOOG ALPHABET INC

CAP STK CL C

$929.8K

3,241

0.3%

QTEC FIRST TR EXCHANGE-TRADED FD

SHS

$921.4K

4,266

0.3%

IJR ISHARES TR

CORE S&P SCP ETF

$906.4K

7,292

0.3%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$862.2K

42,219

0.3%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$809.6K

10,048

0.3%

USMV ISHARES TR

MSCI USA MIN VOL

$804.8K

8,678

0.3%

EZM WISDOMTREE TR

US MIDCAP FUND

$797.6K

11,866

0.3%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$764.5K

10,453

0.2%

AMZN AMAZON COM INC

COM

$743.9K

3,572

0.2%

FNDC SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$689.4K

14,870

0.2%

NVDA NVIDIA CORPORATION

COM

$684.9K

3,927

0.2%

RSPH INVESCO EXCHANGE TRADED FD T

S&P500 EQL HLT

$659.0K

21,825

0.2%

JPM JPMORGAN CHASE & CO

COM

$658.6K

2,239

0.2%

IYW ISHARES TR

U.S. TECH ETF

$580.5K

3,200

0.2%

PDN INVESCO EXCH TRADED FD TR II

RAFI DVLPD MRKTS

$535.6K

12,350

0.2%

BSCU INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP

$530.6K

31,735

0.2%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$527.5K

4,019

0.2%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$527.5K

14,770

0.2%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$526.8K

26,844

0.2%

IEFA ISHARES TR

CORE MSCI EAFE

$502.0K

5,545

0.2%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$491.8K

6,666

0.2%

BSCQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB

$484.4K

24,803

0.2%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$461.8K

24,750

0.1%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$450.5K

9,868

0.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$445.7K

772

0.1%

IJJ ISHARES TR

S&P MC 400VL ETF

$438.7K

3,311

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

81%前 6 大占比

DFAC27.0%DFAT21.0%DFEV8.5%DFEM8.2%DFIC8.1%DFAX7.8%