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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
MSFTMicrosoft Corp
Recent Activity
Increased 0.44%
0.48%
$1.087M
2,525 shares@ $430.34 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
0.39%
$887,294
42,012 shares@ $21.13 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.57%
0.38%
$856,044
5,162 shares@ $165.84 avg price
AVESAmerican Centy Etf Tr
Recent Activity
0.38%
$850,941
16,320 shares@ $52.15 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
0.36%
$816,129
4,266 shares@ $191.32 avg price
USMVIshares Tr
Recent Activity
Increased 1.41%
0.35%
$796,863
8,727 shares@ $91.32 avg price
IJRIshares Tr
Recent Activity
Decreased -27.6%
0.35%
$782,524
6,691 shares@ $116.96 avg price
EZMWisdomtree Tr
Recent Activity
0.33%
$750,948
12,046 shares@ $62.35 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
0.33%
$749,794
10,453 shares@ $71.74 avg price
FNDCSchwab Strategic Tr
Recent Activity
Decreased -0.17%
0.33%
$747,970
19,606 shares@ $38.16 avg price