0001085146-24-002736.txt : 20240625 0001085146-24-002736.hdr.sgml : 20240625 20240625104239 ACCESSION NUMBER: 0001085146-24-002736 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 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: 241066839 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 09-30-2023 09-30-2023 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 72 141762696 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 218373 1465 SH SOLE 0 0 1465 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 765662 5851 SH SOLE 0 0 5851 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 504722 3828 SH SOLE 0 0 3828 AMAZON COM INC COM 023135106 BBG001S5PQL7 478911 3767 SH SOLE 0 0 3767 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 543062 10287 SH SOLE 0 0 10287 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 722260 16627 SH SOLE 0 0 16627 APPLE INC COM 037833100 BBG001S5N8V8 2274490 13285 SH SOLE 0 0 13285 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 229167 406 SH SOLE 0 0 406 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 7820694 335508 SH SOLE 0 0 335508 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 9100681 384482 SH SOLE 0 0 384482 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 396087 16963 SH SOLE 0 0 16963 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 6452260 271331 SH SOLE 0 0 271331 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 33054036 1261604 SH SOLE 0 0 1261604 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 462568 9937 SH SOLE 0 0 9937 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 28341479 620299 SH SOLE 0 0 620299 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 17739748 787733 SH SOLE 0 0 787733 DISNEY WALT CO COM 254687106 BBG001S5QHF3 326637 4030 SH SOLE 0 0 4030 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 287298 1800 SH SOLE 0 0 1800 FIRST TR NASDAQ 100 TECH IND SHS 337345102 BBG001SQWVL2 619722 4266 SH SOLE 0 0 4266 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1661324 44551 SH SOLE 0 0 44551 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 BBG001SSH3K8 534556 18096 SH SOLE 0 0 18096 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 BBG00449DWF6 210202 4275 SH SOLE 0 0 4275 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 614532 10453 SH SOLE 0 0 10453 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 1043922 49172 SH SOLE 0 0 49172 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 825891 39956 SH SOLE 0 0 39956 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 330247 16422 SH SOLE 0 0 16422 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 386903 20596 SH SOLE 0 0 20596 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 349127 18635 SH SOLE 0 0 18635 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 BBG00X3HYBX8 173531 11138 SH SOLE 0 0 11138 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 341483 17634 SH SOLE 0 0 17634 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 BBG001SS5KV1 361590 4019 SH SOLE 0 0 4019 INVESCO EXCHANGE TRADED FD T DORSEY WRGT FINL 46137V860 BBG001SRNBL4 247283 5973 SH SOLE 0 0 5973 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 BBG00KJR2QH7 641160 23400 SH SOLE 0 0 23400 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 346448 967 SH SOLE 0 0 967 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1088266 22868 SH SOLE 0 0 22868 ISHARES INC MSCI GBL MIN VOL 464286525 BBG0025X39Q6 347997 3647 SH SOLE 0 0 3647 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 328219 5101 SH SOLE 0 0 5101 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1270393 13468 SH SOLE 0 0 13468 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 579477 1349 SH SOLE 0 0 1349 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 202581 4100 SH SOLE 0 0 4100 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 248595 3607 SH SOLE 0 0 3607 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 622903 8606 SH SOLE 0 0 8606 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 276364 2097 SH SOLE 0 0 2097 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 1013079 4134 SH SOLE 0 0 4134 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 336097 3330 SH SOLE 0 0 3330 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 249480 2275 SH SOLE 0 0 2275 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 335744 3200 SH SOLE 0 0 3200 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 322525 2224 SH SOLE 0 0 2224 MICROSOFT CORP COM 594918104 BBG001S5TD05 791600 2507 SH SOLE 0 0 2507 PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 695127AF7 9024 10000 SH SOLE 0 0 10000 PARK NATL CORP COM 700658107 BBG001S7X549 205539 2175 SH SOLE 0 0 2175 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 222275 6892 SH SOLE 0 0 6892 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 BBG0051QPC87 2390071 91154 SH SOLE 0 0 91154 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 639894 19910 SH SOLE 0 0 19910 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 204828 4109 SH SOLE 0 0 4109 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 233869 3305 SH SOLE 0 0 3305 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 2648535 63943 SH SOLE 0 0 63943 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1028093 2405 SH SOLE 0 0 2405 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 372751 5747 SH SOLE 0 0 5747 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 295630 4035 SH SOLE 0 0 4035 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1614324 22307 SH SOLE 0 0 22307 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 269587 990 SH SOLE 0 0 990 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 214279 1029 SH SOLE 0 0 1029 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1253145 3191 SH SOLE 0 0 3191 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 200604 1061 SH SOLE 0 0 1061 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 305850 1428 SH SOLE 0 0 1428 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 939363 4422 SH SOLE 0 0 4422 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 247832 1595 SH SOLE 0 0 1595 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1043969 23879 SH SOLE 0 0 23879 VOLITIONRX LTD COM 928661107 BBG001SDZ7B2 6890 10000 SH SOLE 0 0 10000 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 785101 15473 SH SOLE 0 0 15473 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 211867 3337 SH SOLE 0 0 3337