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Dana Anspach

@Sensible Money, Llc

Latest period2024 - Q3ReportedManaged Assets$228.884MTotal holdings86
Assets growth rate11.63%Assets growth rate (2-Q avg)10.94%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Sensible Money, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Sensible Money, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 228.884M in assets, with a quarterly growth rate of 11.63% and a 2-quarter average growth rate of 10.94%. The portfolio is managed by Dana Anspach, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Increased 1.8%
25.4%
$58.126M
1.695M shares@ $34.3 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 3.25%
18.21%
$41.66M
748,877 shares@ $55.64 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -1.01%
10.4%
$23.801M
881,193 shares@ $27.01 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 5.15%
7.25%
$16.578M
582,486 shares@ $28.46 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 8.26%
6.65%
$15.205M
540,129 shares@ $28.16 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 2.09%
3.92%
$8.954M
308,122 shares@ $29.07 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 41.83%
3.45%
$7.882M
280,092 shares@ $28.14 avg price
AAPLApple Inc
Recent Activity
Increased 92.43%
3.28%
$7.507M
32,217 shares@ $233.01 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -0.03%
1.34%
$3.062M
59,456 shares@ $51.5 avg price
FNDESchwab Strategic Tr
Recent Activity
Decreased -0.33%
1.27%
$2.892M
89,632 shares@ $32.28 avg price