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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
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.12%
$273,931
14,563 shares@ $18.82 avg price
DVYIshares Tr
Recent Activity
New Position
0.11%
$241,371
1,787 shares@ $135.08 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.1%
$213,756
9,765 shares@ $21.9 avg price
UNHUnitedhealth Group Inc
Recent Activity
New Position
0.1%
$209,901
359 shares@ $584.69 avg price
VVisa Inc
Recent Activity
New Position
0.1%
$208,413
758 shares@ $274.96 avg price