Titelia

Holdings of Sensible Money, LLC

66 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 86.5 % of the equity sleeve

Sector breakdown

  • Funds 2.2 %
  • Technology 2.0 %
  • Communication 0.9 %
  • Materials 0.8 %
  • Financials 0.7 %
  • Consumer discretionary 0.3 %
  • Consumer staples 0.1 %
  • Health care 0.1 %
  • Unattributed 92.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US66269.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 2,210,46785.9M $
2Dimensional U S Targeted Value ETF 1,068,34166.7M $
3Dimensional Emerging Markets V 758,83227.2M $
4Dimensional International Core 724,07925.7M $
5Dimensional International Smal 312,92212.3M $
6Apple Inc 15,2893.9M $
7Schwab U.S. Small-Cap ETF 127,3203.7M $
8SCHWAB STRATEGIC TRUST 84,8083.2M $
9Freeport-McMoRan Inc 38,3002.3M $
10Vanguard Total Stock Market ETF 6,4652.1M $
11Dimensional ETF Trust 27,8082M $
12SPDR SERIES TRUST 19,8611.9M $
13State Street SPDR S&P 500 ETF Trust 2,8461.9M $
14iShares Core S&P 500 ETF 2,5191.6M $
15Vanguard FTSE Developed Markets ETF 24,5861.6M $
16iShares Core MSCI Emerging Markets ETF 22,4321.6M $
17Alphabet Inc 4,8181.4M $
18iShares Russell 3000 ETF 3,7291.4M $
19Vanguard S&P 500 ETF 1,9531.2M $
20Avantis Emerging Markets Value ETF 16,339980K $
21Berkshire Hathaway Inc 2,037976.1K $
22Microsoft Corp 2,552944.7K $
23Alphabet Inc 3,241929.8K $
24iShares Core S&P Small-Cap ETF 7,292906.4K $
25Avantis Emerging Markets Equity ETF 10,048809.6K $
26iShares MSCI USA Min Vol Factor ETF 8,678804.8K $
27WisdomTree Trust 11,866797.6K $
28Invesco S&P 500 Low Volatility 10,453764.5K $
29Amazon.com Inc 3,572743.9K $
30NVIDIA Corp 3,927684.9K $
31JPMorgan Chase & Co 2,239658.6K $
32iShares U.S. Technology ETF 3,200580.5K $
33Invesco BulletShares 2030 Corp 31,735530.6K $
34Dimensional ETF Trust 14,770527.5K $
35iShares Core MSCI EAFE ETF 5,545502K $
36State Street SPDR Portfolio Developed World ex-US ETF 9,868450.5K $
37Invesco QQQ Trust Series 1 772445.7K $
38iShares S&P Mid-Cap 400 Value ETF 3,311438.7K $
39iShares MSCI Global Min Vol Factor ETF 3,647435.9K $
40iShares Trust 2,232428.1K $
41Schwab US Dividend Equity ETF 13,821424K $
42Vanguard Index Funds 1,394421.3K $
43iShares Morningstar Small-Cap Value ETF 5,731398.4K $
44State Street SPDR S&P 600 Smal 3,796366.8K $
45Park National Corp 2,235365.3K $
46iShares S&P Small-Cap 600 Growth ETF 2,518364.4K $
47VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,614347.1K $
48iShares Core S&P Total U.S. Stock Market ETF 2,361336.3K $
49Costco Wholesale Corp 323322K $
50Vanguard Small-Cap ETF 1,159303.6K $
51Vanguard Mid-Cap ETF 1,055303K $
52American Century ETF Trust 2,465272.3K $
53iShares U.S. Financial Services ETF 3,213266.2K $
54iShares MSCI EAFE ETF 2,693261.6K $
55Schwab U.S. Large-Cap ETF 9,884253.4K $
56Visa Inc 834252.1K $
57VanEck Morningstar Wide Moat ETF 2,589250.4K $
58First Trust Rising Dividend Achievers ETF 3,665250.2K $
59Schwab International Small-Cap Equity ETF 5,031235.2K $
60Ishares Gold Trust 2,667235.1K $
61Pacer Funds Trust - Pacer Tren 3,000218.9K $
62iShares MSCI EAFE Min Vol Factor ETF 2,382217.6K $
63Schwab US Broad Market ETF 8,636216.8K $
64Vanguard Growth ETF 486212.3K $
65AbbVie Inc 940204.4K $
66Vanguard International Equity Index Funds 3,738202.1K $