Sensible Money, LLC
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$328.7M
Holdings
86
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.03M shares)
26.1%
02
$DFAT
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.02M shares)
20.3%
03
$DFEV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 730.9k shares)
8.3%
04
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 724.1k shares)
7.9%
05
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 650.9k shares)
7.8%
06
$DFAX
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 768.2k shares)
7.6%
07
$DISV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 316.9k shares)
3.8%
08
$AAPL
APPLE INC
Q1 2026: Exited (was 30.3k shares)
1.2%
09
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 127.7k shares)
1.1%
10
$FNDE
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 88.6k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.