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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
PDNInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -26.62%
0.2%
$439,340
12,499 shares@ $35.16 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -1.21%
0.16%
$356,482
3,829 shares@ $93.11 avg price
PRKPark Natl Corp
Recent Activity
Decreased -22.85%
0.13%
$283,555
1,688 shares@ $167.99 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -17.06%
0.12%
$274,054
1,570 shares@ $174.56 avg price
EFAIshares Tr
Recent Activity
Decreased -15.61%
0.1%
$225,969
2,702 shares@ $83.64 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -11.99%
0.09%
$205,869
5,343 shares@ $38.54 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -23.19%
0.09%
$201,430
1,020 shares@ $197.49 avg price