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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
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
MSFTMicrosoft Corp
Recent Activity
Increased 0.44%
0.48%
$1.087M
2,525 shares@ $430.34 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.57%
0.38%
$856,044
5,162 shares@ $165.84 avg price
USMVIshares Tr
Recent Activity
Increased 1.41%
0.35%
$796,863
8,727 shares@ $91.32 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.12%
0.3%
$676,467
3,630 shares@ $186.36 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.96%
0.24%
$540,317
4,449 shares@ $121.45 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 17.73%
0.23%
$515,584
25,077 shares@ $20.57 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 10.92%
0.23%
$508,795
26,012 shares@ $19.57 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 7.14%
0.23%
$505,641
1,036 shares@ $488.08 avg price