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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
DFAXDimensional Etf Trust
Recent Activity
Decreased -1.01%
10.4%
$23.801M
881,193 shares@ $27.01 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
VTIVanguard Index Fds
Recent Activity
Decreased -29.15%
0.6%
$1.362M
4,809 shares@ $283.17 avg price
IEMGIshares Inc
Recent Activity
Decreased -1.33%
0.56%
$1.27M
22,115 shares@ $57.42 avg price
IWVIshares Tr
Recent Activity
Decreased -7.72%
0.54%
$1.218M
3,729 shares@ $326.74 avg price
IVVIshares Tr
Recent Activity
Decreased -3.76%
0.48%
$1.093M
1,894 shares@ $576.95 avg price
IJRIshares Tr
Recent Activity
Decreased -27.6%
0.35%
$782,524
6,691 shares@ $116.96 avg price
FNDCSchwab Strategic Tr
Recent Activity
Decreased -0.17%
0.33%
$747,970
19,606 shares@ $38.16 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.73%
0.31%
$703,420
21,825 shares@ $32.24 avg price