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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001965229

Sensible Money, LLC

SCOTTSDALE, AZ · File #028-24204

Latest AUM
$313.1M
Positions
86
Top-10 Concentration
87.3%
Filings
13

Sector Allocation

Technology
3.3%$10.2M
Financials
2.5%$7.7M
Materials
0.6%$1.9M
Healthcare
0.1%$427,289

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7082,030,499$80.4M26.54%
2DIMENSIONAL ETF TRUST25434V6091,020,908$60.8M20.07%
3DIMENSIONAL ETF TRUST25434V880768,150$25.1M8.30%
4DIMENSIONAL ETF TRUST25434V740730,900$24.7M8.14%
5DIMENSIONAL ETF TRUST25434V732724,102$24.0M7.91%
6DIMENSIONAL ETF TRUST25434V799650,921$22.4M7.41%
7DIMENSIONAL ETF TRUST25434V781316,945$12.0M3.98%
8APPLE INCAAPL30,271$8.2M2.72%
9SCHWAB STRATEGIC TR808524607127,722$3.6M1.20%
10SCHWAB STRATEGIC TR80852473088,571$3.2M1.05%
11SPDR S&P 500 ETF TRSPY3,472$2.4M0.78%
12VANGUARD INDEX FDS9229087696,989$2.3M0.77%
13DIMENSIONAL ETF TRUST25434V40126,841$2.0M0.66%
14FREEPORT-MCMORAN INCFCX37,835$1.9M0.63%
15SPDR SERIES TRUST78464A30020,011$1.8M0.60%
16ALPHABET INCGOOG5,014$1.6M0.52%
17ISHARES INC46434G10321,825$1.5M0.48%
18ISHARES TR4642876893,729$1.4M0.48%
19ISHARES TR4642872001,923$1.3M0.43%
20VANGUARD TAX-MANAGED FDS92194385820,849$1.3M0.43%