Sensible Money, LLC Portfolio Holdings

Sensible Money, LLC

  • $228 Billion
  • Q4 2024

Sensible Money, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $59.6B, Dimensional ETF Tr U S Target with a value of $44.1B, Dimensional ETF Tr with a value of $21.5B, Dimensional ETF Tr Emerging Mk with a value of $15.7B, and Dimensional ETF Tr Emerging Mk with a value of $15.2B.

Examining the 13F form we can see an decrease of $784M in the current position value, from $229B to 228B.

Sensible Money, LLC is based out at Scottsdale, AZ

Below you can find more details about Sensible Money, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $190 Billion
Technology: $9.62 Billion
Basic Materials: $1.83 Billion
Communication Services: $1.62 Billion
Financial Services: $1.18 Billion
Consumer Cyclical: $774 Million
Consumer Defensive: $314 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.6 Billion 26.14% of portfolio
1,724,030
Q4 2024 Added 1.71%
$0
$44.1 Billion 19.33% of portfolio
792,038
Q4 2024 Added 5.76%
$0
$21.5 Billion 9.45% of portfolio
866,633
Q4 2024 Reduced 1.65%
$0
$15.7 Billion 6.86% of portfolio
597,435
Q4 2024 Added 2.57%
$0
$15.2 Billion 6.65% of portfolio
579,030
Q4 2024 Added 7.2%
$0
$8.86 Billion 3.88% of portfolio
333,454
Q4 2024 Added 8.22%
$0
$8.6 Billion 3.77% of portfolio
332,657
Q4 2024 Added 18.77%
$3.95T
$8.01 Billion 3.51% of portfolio
32,005
Q4 2024 Reduced 0.66%
$0
$3.06 Billion 1.34% of portfolio
118,271
Q4 2024 Added 98.92%
$0
$2.6 Billion 1.14% of portfolio
89,459
Q4 2024 Reduced 0.19%
$0
$2.1 Billion 0.92% of portfolio
3,589
Q4 2024 Added 1.59%
$52.9B
$1.83 Billion 0.8% of portfolio
47,931
Q4 2024 Reduced 4.0%
$0
$1.8 Billion 0.79% of portfolio
20,593
Q4 2024 Reduced 0.79%
$0
$1.58 Billion 0.69% of portfolio
24,748
Q4 2024 Reduced 2.32%
$0
$1.4 Billion 0.61% of portfolio
2,603
Q4 2024 Reduced 5.99%
$0
$1.39 Billion 0.61% of portfolio
4,809
Q3 2024 Reduced 29.15%
$0
$1.15 Billion 0.51% of portfolio
22,094
Q4 2024 Reduced 0.09%
$0
$1.13 Billion 0.49% of portfolio
1,917
Q4 2024 Added 1.21%
$3.04T
$1.06 Billion 0.46% of portfolio
2,515
Q4 2024 Reduced 0.4%
$0
$994 Million 0.44% of portfolio
20,776
Q4 2024 Reduced 0.65%
$1.1T
$977 Million 0.43% of portfolio
5,162
Q3 2024 Added 0.56%
$0
$843 Million 0.37% of portfolio
7,312
Q4 2024 Added 9.28%
$0
$803 Million 0.35% of portfolio
4,266
Q3 2023 Reduced 22.51%
$2.21T
$774 Million 0.34% of portfolio
3,526
Q4 2024 Reduced 2.87%
$0
$775 Million 0.34% of portfolio
8,727
Q3 2024 Added 1.41%
$0
$753 Million 0.33% of portfolio
12,046
Q2 2024 Reduced 22.15%
$0
$754 Million 0.33% of portfolio
16,329
Q4 2024 Added 0.06%
$0
$732 Million 0.32% of portfolio
10,453
Q3 2023 Reduced 13.27%
$0
$639 Million 0.28% of portfolio
21,825
Q3 2024 Reduced 6.73%
$1.11T
$639 Million 0.28% of portfolio
3,358
Q4 2024 Reduced 0.59%
$0
$619 Million 0.27% of portfolio
1,211
Q4 2024 Added 16.89%
$0
$592 Million 0.26% of portfolio
10,064
Q4 2024 Added 0.02%
$0
$599 Million 0.26% of portfolio
17,546
Q4 2024 Reduced 10.51%
$0
$550 Million 0.24% of portfolio
26,617
Q4 2024 Added 20.68%
$335B
$549 Million 0.24% of portfolio
4,087
Q4 2024 Reduced 8.14%
$775B
$532 Million 0.23% of portfolio
2,220
Q3 2024 Added 0.45%
$0
$519 Million 0.23% of portfolio
25,789
Q4 2024 Added 2.84%
$0
$510 Million 0.22% of portfolio
3,200
Q4 2022 New
$0
$457 Million 0.2% of portfolio
5,702
Q4 2024 Reduced 0.78%
$0
$457 Million 0.2% of portfolio
23,533
Q4 2024 Reduced 9.53%
$0
$463 Million 0.2% of portfolio
4,019
Q3 2023 Reduced 49.78%
$0
$447 Million 0.2% of portfolio
22,962
Q4 2024 Added 2.7%
Dimensional ETF Trust
-
$429 Million 0.19% of portfolio
-
Q3 2024 Added 15.16%
$0
$435 Million 0.19% of portfolio
1,788
Q2 2024 Reduced 0.67%
$0
$414 Million 0.18% of portfolio
3,311
Q4 2024 Reduced 3.27%
$0
$414 Million 0.18% of portfolio
5,892
Q4 2024 Added 0.37%
$0
$395 Million 0.17% of portfolio
12,499
Q3 2024 Reduced 26.63%
$0
$390 Million 0.17% of portfolio
1,394
Q1 2024 Reduced 2.38%
$0
$398 Million 0.17% of portfolio
3,647
Q3 2023 Reduced 0.68%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $228 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Sensible Money, LLC Portfolio

Follow Sensible Money, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sensible Money, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sensible Money, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email