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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
FCXFreeport-mcmoran Inc
Recent Activity
Increased 0.02%
1.09%
$2.492M
49,927 shares@ $49.92 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 48.2%
0.89%
$2.027M
3,533 shares@ $573.83 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 2.19%
0.79%
$1.802M
20,758 shares@ $86.83 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 27.97%
0.69%
$1.576M
25,336 shares@ $62.2 avg price
VOOVanguard Index Fds
Recent Activity
Increased 16.4%
0.64%
$1.461M
2,769 shares@ $527.61 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
VEAVanguard Tax-managed Fds
Recent Activity
0.49%
$1.104M
20,911 shares@ $52.82 avg price
IVVIshares Tr
Recent Activity
Decreased -3.76%
0.48%
$1.093M
1,894 shares@ $576.95 avg price