StockDriftsStockDriftsTop 50 Sensible Money, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 26.13% | 2.21M | $85.9M | +8.86%(+179.97K) | $28.71(+50.52%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 20.3% | 1.07M | $66.7M | +4.65%(+47.43K) | $47.63(+38.24%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 8.26% | 758.8K | $27.2M | +3.82%(+27.93K) | $25.21(+66.77%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.91% | 752.7K | $26.0M | +3.96%(+28.64K) | $25.29(+59.78%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.83% | 724.1K | $25.7M | +11.24%(+73.16K) | $29.04(+31.14%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.58% | 733.4K | $24.9M | -4.53%(-34.77K) | $21.88(+71.48%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.75% | 312.9K | $12.3M | -1.27%(-4.02K) | $22.44(+88.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.18% | 15.3K | $3.9M | -49.49%(-14.98K) | $178.81(+67.14%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 1.13% | 127.3K | $3.7M | -0.31%(-402) | $20.30(+62.98%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 0.99% | 84.8K | $3.2M | -4.25%(-3.76K) | $24.17(+71.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.03% | +48.26% |
| Top 20 Holdings Unweighted | +13.91% | +47.81% |
Sign up free to track Sensible Money, LLC, compare funds side by side, and get alerts the moment positions change.