Sensible Money, LLC Portfolio Holdings

Sensible Money, LLC

  • $229 Billion
  • Q3 2024

Sensible Money, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Billion distributed in 86 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 $58.1B, Dimensional ETF Tr U S Target with a value of $41.7B, Dimensional ETF Tr with a value of $23.8B, Dimensional ETF Tr Emerging Mk with a value of $16.6B, and Dimensional ETF Tr Emerging Mk with a value of $15.2B.

Examining the 13F form we can see an increase of $23.8B in the current position value, from $205B to 229B.

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 $229 Billion
ETFs: $189 Billion
Technology: $9.13 Billion
Basic Materials: $2.49 Billion
Communication Services: $1.42 Billion
Financial Services: $1.09 Billion
Consumer Cyclical: $676 Million
Healthcare: $411 Million
Consumer Defensive: $303 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.51 Billion 3.28% of portfolio
32,217
Q3 2024 Added 92.42%
$3.11T
$1.09 Billion 0.47% of portfolio
2,525
Q3 2024 Added 0.44%
$984B
$856 Million 0.37% of portfolio
5,162
Q3 2024 Added 0.56%
$2.01T
$676 Million 0.3% of portfolio
3,630
Q3 2024 Added 1.11%
$1.01T
$565 Million 0.25% of portfolio
3,378
Q2 2024 Reduced 5.85%
$354B
$540 Million 0.24% of portfolio
4,449
Q3 2024 Added 0.95%
$729B
$468 Million 0.2% of portfolio
2,220
Q3 2024 Added 0.45%
$427B
$303 Million 0.13% of portfolio
342
Q1 2024 Reduced 30.77%
$553B
$210 Million 0.09% of portfolio
359
Q3 2024 New
$507B
$208 Million 0.09% of portfolio
758
Q3 2024 New
$313B
$201 Million 0.09% of portfolio
1,020
Q3 2024 Reduced 23.19%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $229 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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