Sensible Money, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$229M
Signature - Title
Dana Anspach - CEO
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Sensible Money, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sensible Money, LLC reported 86 stock holdings with total value $229M as of Q3 2024. Top holdings included DFAC, DFAT, DFAX, DFEV, and DFEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 86 $229M +$13.3M -$2.19M +$11.1M DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 10/16/2024, 05:07 PM
Q2 2024 82 $205M +$21.3M -$2.86M +$18.4M DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 9/18/2024, 10:42 AM
Q1 2024 82 $186M +$12.8M -$2.32M +$10.5M DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 6/25/2024, 10:43 AM
Q4 2023 76 $166M +$11.3M -$1.81M +$9.45M DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 6/25/2024, 10:42 AM
Q3 2023 72 $142M +$11.1M -$2.11M +$8.99M DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 6/25/2024, 10:42 AM
Q2 2023 75 $137M +$17.5M -$724K +$16.7M DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 6/25/2024, 10:42 AM
Q1 2023 71 $116M +$19.1M -$1.29M +$17.8M DFAT, DFAC, DFAX, DFEV, DISV 13F-HR 6/25/2024, 10:41 AM
Q4 2022 73 $93.5M $0 $0 DFAT, DFAC, DFAX, DFEV, DISV 13F-HR 6/25/2024, 10:40 AM