| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 6 | Q1 2024 | 25.3% |
| DIMENSIONAL ETF TRUST | 6 | Q1 2024 | 23.5% |
| DIMENSIONAL ETF TRUST | 6 | Q1 2024 | 12.6% |
| DIMENSIONAL ETF TRUST | 6 | Q1 2024 | 6.6% |
| DIMENSIONAL ETF TRUST | 6 | Q1 2024 | 5.7% |
| DIMENSIONAL ETF TRUST | 6 | Q1 2024 | 4.6% |
| SCHWAB STRATEGIC TR | 6 | Q1 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 6 | Q1 2024 | 2.5% |
| APPLE INC | 6 | Q1 2024 | 2.0% |
| FREEPORT-MCMORAN INC | 6 | Q1 2024 | 1.8% |
View Sensible Money, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| 13F-HR | 2024-09-18 |
| 13F-HR | 2024-06-25 |
| 13F-HR | 2024-06-25 |
| 13F-HR | 2024-06-25 |
| 13F-HR | 2024-06-25 |
| 13F-HR | 2024-06-25 |
| 13F-HR | 2024-06-25 |
View Sensible Money, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.