Sensible Money, LLC

CIK 0001965229 · Q2 2026

13F Equity AUM

$377.1M

+14.7% QoQ

Positions

101

+15 QoQ

AUM Rank

#5,789

Top 46%

Skill Alpha (FF)

+1.5%/yr^ns

No Clear Edge

Rank #1,602 · Top 19%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 70.4%Top 10: 83.6%Top 20: 89.2%

DFAC26.1%

DFAT20.2%

DFEV8.5%

DFEM8.1%

DFIC7.5%

DFAX6.6%

DISV3.4%

SCHA1.2%

AAPL1.1%

FNDE0.9%

Others (91)16.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.2%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 101Median: 0.13%Avg: 0.99%

0–0.5%

85(12.6%)

0.5–1%

7(4.7%)

1–3%

2(2.3%)

3–5%

1(3.4%)

5%+

6(77.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 101vs 20 funds

0%Low

101

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New18Increased39Decreased24Exited3

New Positions

SPYM0.2%

+10K

RWJ0.2%

+13K

QQQM0.2%

+2K

LQD0.1%

+5K

VTV0.1%

+2K

PANW0.1%

+1K

FPE0.1%

+19K

IBM0.1%

+951

IJH0.1%

+4K

INTC0.1%

+2K

Increased

DFIC7.5%

+37K(+5%)

DFAT20.2%

+23K(+2%)

DFAC26.1%

+11K(+1%)

DISV3.4%

+7K(+2%)

VEA0.6%

+5K(+19%)

VUG0.1%

+4K(+765%)

VO0.1%

+3K(+300%)

VWO0.1%

+2K(+66%)

BSCS0.2%

+2K(+5%)

DFAW0.2%

+2K(+29%)

Decreased

DFAX6.6%

-58,063(-8%)

DFEV8.5%

-10,779(-1%)

SPLV0.1%

-3,850(-37%)

FNDC0.1%

-3,774(-25%)

DFEM8.1%

-1,320(-0%)

AAPL1.1%

-1,296(-8%)

BSCQ0.1%

-1,105(-4%)

FNDE0.9%

-594(-1%)

SCHA1.2%

-463(-0%)

GOOG0.3%

-306(-9%)

Exited

VIG

-1,614

RDVY

-3,665

PTNQ

-3,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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