0001085146-24-002733.txt : 20240625 0001085146-24-002733.hdr.sgml : 20240625 20240625104014 ACCESSION NUMBER: 0001085146-24-002733 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20240625 DATE AS OF CHANGE: 20240625 EFFECTIVENESS DATE: 20240625 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sensible Money, LLC CENTRAL INDEX KEY: 0001965229 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24204 FILM NUMBER: 241066831 BUSINESS ADDRESS: STREET 1: 4200 N MARSHALL WAY SUITE 2 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 BUSINESS PHONE: (480) 719-7290 MAIL ADDRESS: STREET 1: 4200 N MARSHALL WAY SUITE 2 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965229 XXXXXXXX 12-31-2022 12-31-2022 false Sensible Money, LLC

4200 N MARSHALL WAY SUITE 2 SCOTTSDALE AZ 85251

13F HOLDINGS REPORT 028-24204 000158641 801-110039 N Dana Anspach 480-609-4336 /s/Dana Anspach Scottsdale AZ 06-25-2024 0 73 93531855 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 244420 1512 SH SOLE 0 0 1512 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 517469 5865 SH SOLE 0 0 5865 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 377990 4260 SH SOLE 0 0 4260 AMAZON COM INC COM 023135106 BBG001S5PQL7 289716 3449 SH SOLE 0 0 3449 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 521732 10342 SH SOLE 0 0 10342 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 703404 17165 SH SOLE 0 0 17165 APPLE INC COM 037833100 BBG001S5N8V8 1760181 13547 SH SOLE 0 0 13547 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 3460632 154080 SH SOLE 0 0 154080 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 4376073 193546 SH SOLE 0 0 193546 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 379124 16963 SH SOLE 0 0 16963 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 4088011 184062 SH SOLE 0 0 184062 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 12888363 530822 SH SOLE 0 0 530822 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 234889 5645 SH SOLE 0 0 5645 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 21966806 499814 SH SOLE 0 0 499814 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 8606363 398443 SH SOLE 0 0 398443 DISNEY WALT CO COM 254687106 BBG001S5QHF3 341004 3925 SH SOLE 0 0 3925 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 229429 1863 SH SOLE 0 0 1863 FIRST TR NASDAQ 100 TECH IND SHS 337345102 BBG001SQWVL2 579347 5505 SH SOLE 0 0 5505 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1547442 40722 SH SOLE 0 0 40722 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 BBG001SSH3K8 536004 18096 SH SOLE 0 0 18096 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 BBG00449DWF6 228670 4275 SH SOLE 0 0 4275 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 770187 12053 SH SOLE 0 0 12053 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 1032594 49218 SH SOLE 0 0 49218 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 711653 34740 SH SOLE 0 0 34740 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 328464 16309 SH SOLE 0 0 16309 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 341483 18044 SH SOLE 0 0 18044 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 250032 13163 SH SOLE 0 0 13163 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 256937 13099 SH SOLE 0 0 13099 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 BBG001SS5KV1 684737 8003 SH SOLE 0 0 8003 INVESCO EXCHANGE TRADED FD T DWA FINL MUMT 46137V860 BBG001SRNBL4 243341 5973 SH SOLE 0 0 5973 INVESCO EXCHANGE TRADED FD T S&P SML 600 EQ 46137V183 BBG00KJR2ZT4 344513 4979 SH SOLE 0 0 4979 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 BBG00KJR2QH7 675010 2340 SH SOLE 0 0 2340 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 264150 992 SH SOLE 0 0 992 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1139255 24395 SH SOLE 0 0 24395 ISHARES INC MSCI GBL MIN VOL 464286525 BBG0025X39Q6 349864 3682 SH SOLE 0 0 3682 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 324513 5265 SH SOLE 0 0 5265 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1206820 12752 SH SOLE 0 0 12752 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 408416 1063 SH SOLE 0 0 1063 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 237617 3620 SH SOLE 0 0 3620 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 281491 4427 SH SOLE 0 0 4427 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 620493 8606 SH SOLE 0 0 8606 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 238975 2097 SH SOLE 0 0 2097 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 891768 4041 SH SOLE 0 0 4041 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 335664 3330 SH SOLE 0 0 3330 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 237572 2198 SH SOLE 0 0 2198 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 238368 3200 SH SOLE 0 0 3200 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 209263 1185 SH SOLE 0 0 1185 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 304407 2270 SH SOLE 0 0 2270 MICROSOFT CORP COM 594918104 BBG001S5TD05 596673 2488 SH SOLE 0 0 2488 PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 695127AF7 9056 10000 SH SOLE 0 0 10000 PARK NATL CORP COM 700658107 BBG001S7X549 303893 2159 SH SOLE 0 0 2159 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 216682 6885 SH SOLE 0 0 6885 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 BBG0051QPC87 2328694 93975 SH SOLE 0 0 93975 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 771263 24672 SH SOLE 0 0 24672 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 207922 4640 SH SOLE 0 0 4640 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 423681 5609 SH SOLE 0 0 5609 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 2712146 66950 SH SOLE 0 0 66950 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1061303 2775 SH SOLE 0 0 2775 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 371946 5747 SH SOLE 0 0 5747 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 319936 4429 SH SOLE 0 0 4429 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1746196 23527 SH SOLE 0 0 23527 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 210979 990 SH SOLE 0 0 990 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 204830 1005 SH SOLE 0 0 1005 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1134451 3229 SH SOLE 0 0 3229 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 217128 1183 SH SOLE 0 0 1183 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 318659 1589 SH SOLE 0 0 1589 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1030310 5389 SH SOLE 0 0 5389 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 256255 6574 SH SOLE 0 0 6574 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 251312 1655 SH SOLE 0 0 1655 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1055864 25158 SH SOLE 0 0 25158 VOLITIONRX LTD COM 928661107 BBG001SDZ7B2 24300 10000 SH SOLE 0 0 10000 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 752298 15473 SH SOLE 0 0 15473 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 201422 3337 SH SOLE 0 0 3337