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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$8.01 Billion 3.51% of portfolio
32,005
Q4 2024 Reduced 0.66%
$3.09T
$1.06 Billion 0.46% of portfolio
2,515
Q4 2024 Reduced 0.4%
$1.22T
$977 Million 0.43% of portfolio
5,162
Q3 2024 Added 0.56%
$2.42T
$774 Million 0.34% of portfolio
3,526
Q4 2024 Reduced 2.87%
$1.25T
$639 Million 0.28% of portfolio
3,358
Q4 2024 Reduced 0.59%
$299B
$549 Million 0.24% of portfolio
4,087
Q4 2024 Reduced 8.14%
$784B
$532 Million 0.23% of portfolio
2,220
Q3 2024 Added 0.45%
$434B
$314 Million 0.14% of portfolio
342
Q1 2024 Reduced 30.77%
$559B
$240 Million 0.11% of portfolio
758
Q3 2024 New

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
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