Sensible Money, LLC
- SEC CIK
- 0001965229
- 最新申報
- 2026/7/30
2022 年第 4 季持倉
持倉截至 2022/12/31，2024/6/25 申報。只含多頭部位。
- 持股檔數
- 73
- 2022 年第 3 季沒有申報
- 總值
- $9,353 萬
- 2022 年第 3 季沒有申報
Sensible Money, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 499,814 | $2,197 萬 | 23.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 530,822 | $1,289 萬 | 13.8% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 398,443 | $860.6 萬 | 9.2% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 193,546 | $437.6 萬 | 4.7% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 184,062 | $408.8 萬 | 4.4% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 154,080 | $346.1 萬 | 3.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 66,950 | $271.2 萬 | 2.9% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 93,975 | $232.9 萬 | 2.5% | – | – | – |
| AAPLApple Inc. | Stock | 13,547 | $176.0 萬 | 1.9% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,527 | $174.6 萬 | 1.9% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 40,722 | $154.7 萬 | 1.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,752 | $120.7 萬 | 1.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,395 | $113.9 萬 | 1.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,229 | $113.4 萬 | 1.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,775 | $106.1 萬 | 1.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,158 | $105.6 萬 | 1.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 49,218 | $103.3 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,389 | $103.0 萬 | 1.1% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,041 | $89.2 萬 | 1.0% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 24,672 | $77.1 萬 | 0.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,053 | $77.0 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 15,473 | $75.2 萬 | 0.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 34,740 | $71.2 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 17,165 | $70.3 萬 | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 8,003 | $68.5 萬 | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 2,340 | $67.5 萬 | 0.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,606 | $62.0 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,488 | $59.7 萬 | 0.6% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 5,505 | $57.9 萬 | 0.6% | – | – | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 18,096 | $53.6 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 10,342 | $52.2 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,865 | $51.7 萬 | 0.6% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,609 | $42.4 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,063 | $40.8 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 16,963 | $37.9 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,260 | $37.8 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 5,747 | $37.2 萬 | 0.4% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,682 | $35.0 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V183 | S&P SML 600 EQ | 4,979 | $34.5 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 18,044 | $34.1 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 3,925 | $34.1 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,330 | $33.6 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 16,309 | $32.8 萬 | 0.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,265 | $32.5 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,429 | $32.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,589 | $31.9 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,270 | $30.4 萬 | 0.3% | – | – | 歷史 |
| PRKPark National Corp | COM | 2,159 | $30.4 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,449 | $29.0 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,427 | $28.1 萬 | 0.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 992 | $26.4 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 13,099 | $25.7 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,574 | $25.6 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,655 | $25.1 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 13,163 | $25.0 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,512 | $24.4 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V860 | DWA FINL MUMT | 5,973 | $24.3 萬 | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,097 | $23.9 萬 | 0.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,200 | $23.8 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,620 | $23.8 萬 | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,198 | $23.8 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,645 | $23.5 萬 | 0.3% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,863 | $22.9 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,275 | $22.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,183 | $21.7 萬 | 0.2% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 6,885 | $21.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 990 | $21.1 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,185 | $20.9 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,640 | $20.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,005 | $20.5 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 3,337 | $20.1 萬 | 0.2% | – | – | – |
| VNRXVolitionrx Ltd | COM | 10,000 | $2.43 萬 | <0.1% | – | – | 歷史 |
| Pacira BioSciences, Inc.695127AF7 | NOTE 0.750% 8/0 | 10,000 | $9,056 | <0.1% | – | – | – |