0001085146-24-002737.txt : 20240625 0001085146-24-002737.hdr.sgml : 20240625 20240625104256 ACCESSION NUMBER: 0001085146-24-002737 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 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: 241066840 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 12-31-2023 12-31-2023 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 76 166487894 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 225947 1458 SH SOLE 0 0 1458 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 814673 5832 SH SOLE 0 0 5832 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 533843 3788 SH SOLE 0 0 3788 ALPS ETF TR BARRONS 400 ETF 00162Q726 BBG004N1S5G4 201271 3236 SH SOLE 0 0 3236 AMAZON COM INC COM 023135106 BBG001S5PQL7 558439 3675 SH SOLE 0 0 3675 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 567356 10061 SH SOLE 0 0 10061 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 750125 16318 SH SOLE 0 0 16318 APPLE INC COM 037833100 BBG001S5N8V8 3378387 17547 SH SOLE 0 0 17547 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 325868 494 SH SOLE 0 0 494 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 9377210 375689 SH SOLE 0 0 375689 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 10469048 415438 SH SOLE 0 0 415438 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 433066 16963 SH SOLE 0 0 16963 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 7190969 278882 SH SOLE 0 0 278882 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 39880587 1364372 SH SOLE 0 0 1364372 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 386082 7449 SH SOLE 0 0 7449 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 33585264 641798 SH SOLE 0 0 641798 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 20926206 856929 SH SOLE 0 0 856929 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1211156 13414 SH SOLE 0 0 13414 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 335790 1800 SH SOLE 0 0 1800 FIRST TR NASDAQ 100 TECH IND SHS 337345102 BBG001SQWVL2 748556 4266 SH SOLE 0 0 4266 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1896433 44549 SH SOLE 0 0 44549 INTEL CORP COM 458140100 BBG001S5SF65 215876 4296 SH SOLE 0 0 4296 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 BBG001SSH3K8 587759 18096 SH SOLE 0 0 18096 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 BBG00449DWF6 227345 4275 SH SOLE 0 0 4275 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 654985 10453 SH SOLE 0 0 10453 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 838617 40154 SH SOLE 0 0 40154 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 340269 16635 SH SOLE 0 0 16635 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 402077 20833 SH SOLE 0 0 20833 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 367350 18882 SH SOLE 0 0 18882 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 BBG00X3HYBX8 197125 11850 SH SOLE 0 0 11850 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 365892 18042 SH SOLE 0 0 18042 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 BBG001SS5KV1 397962 4019 SH SOLE 0 0 4019 INVESCO EXCHANGE TRADED FD T DORSEY WRGT FINL 46137V860 BBG001SRNBL4 268606 5973 SH SOLE 0 0 5973 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 BBG00KJR2QH7 696852 23400 SH SOLE 0 0 23400 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 396006 967 SH SOLE 0 0 967 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1144498 22627 SH SOLE 0 0 22627 ISHARES INC MSCI GBL MIN VOL 464286525 BBG0025X39Q6 365977 3647 SH SOLE 0 0 3647 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 355911 5059 SH SOLE 0 0 5059 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1156603 10685 SH SOLE 0 0 10685 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 928708 1944 SH SOLE 0 0 1944 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 218079 4100 SH SOLE 0 0 4100 ISHARES TR MRNING SM CP ETF 464288703 BBG001SBRKG1 274044 4628 SH SOLE 0 0 4628 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 271788 3607 SH SOLE 0 0 3607 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 671527 8606 SH SOLE 0 0 8606 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 308553 2097 SH SOLE 0 0 2097 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 1106184 4041 SH SOLE 0 0 4041 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 366981 3218 SH SOLE 0 0 3218 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 288933 2309 SH SOLE 0 0 2309 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 392800 3200 SH SOLE 0 0 3200 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 375921 2210 SH SOLE 0 0 2210 MICROSOFT CORP COM 594918104 BBG001S5TD05 916460 2437 SH SOLE 0 0 2437 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 208273 421 SH SOLE 0 0 421 PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 695127AF7 9293 10000 SH SOLE 0 0 10000 PARK NATL CORP COM 700658107 BBG001S7X549 289515 2179 SH SOLE 0 0 2179 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 209148 5994 SH SOLE 0 0 5994 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 BBG0051QPC87 2476209 91238 SH SOLE 0 0 91238 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 688745 19757 SH SOLE 0 0 19757 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 228929 4112 SH SOLE 0 0 4112 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 251789 3307 SH SOLE 0 0 3307 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 3014767 63818 SH SOLE 0 0 63818 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 262845 7728 SH SOLE 0 0 7728 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1135652 2389 SH SOLE 0 0 2389 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 421715 5747 SH SOLE 0 0 5747 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 331599 3965 SH SOLE 0 0 3965 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1858957 22314 SH SOLE 0 0 22314 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 219729 2589 SH SOLE 0 0 2589 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 307772 990 SH SOLE 0 0 990 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 233804 1005 SH SOLE 0 0 1005 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1399628 3204 SH SOLE 0 0 3204 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 226344 1061 SH SOLE 0 0 1061 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 345248 1428 SH SOLE 0 0 1428 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1069679 4509 SH SOLE 0 0 4509 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 271788 1595 SH SOLE 0 0 1595 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1007981 21043 SH SOLE 0 0 21043 WISDOMTREE TR US MIDCAP FUND 97717W570 BBG001SSZB66 887996 15473 SH SOLE 0 0 15473 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 234525 3337 SH SOLE 0 0 3337