Sensible-Money

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  null,
  null,
  "AVEM",
  null,
  null,
  "FCX",
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "PRK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "IJR",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "IEFA",
  null,
  "SCHX",
  "SPDW",
  null,
  "IBM",
  "VO",
  null,
  "ACWV",
  "IWV",
  null,
  null,
  "VIG",
  null,
  "AMZN",
  null,
  "VUG",
  "VEA",
  "VBK",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  "SCHD",
  "DVY",
  null,
  "SCHA",
  null,
  null,
  "COST",
  null,
  "DFAX",
  "DFAC",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "QQQ",
  "GOOG",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 83
Total Value: 233412477
Accession Number: 0001085146-25-003050
Form Type: 13F-HR
CIK: sensible-money
Manager Name: Sensible-Money

Data Enrichment

54% identified

45 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $233.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V708

DFAC|25434V708

Shares:1.8M

Value:$59.4M

% of Portfolio:25.5% ($59.4M/$233.4M)

25434V609

Shares:848.0K

Value:$43.7M

% of Portfolio:18.7% ($43.7M/$233.4M)

25434V880

DFAX|25434V880

Shares:835.6K

Value:$21.9M

% of Portfolio:9.4% ($21.9M/$233.4M)

25434V740

Shares:637.0K

Value:$17.2M

% of Portfolio:7.4% ($17.2M/$233.4M)

25434V732

Shares:637.9K

Value:$16.9M

% of Portfolio:7.2% ($16.9M/$233.4M)

25434V799

Shares:430.7K

Value:$12.0M

% of Portfolio:5.1% ($12.0M/$233.4M)

25434V781

Shares:330.6K

Value:$9.6M

% of Portfolio:4.1% ($9.6M/$233.4M)

Apple Inc.

AAPL|037833100

Shares:32.1K

Value:$7.1M

% of Portfolio:3.1% ($7.1M/$233.4M)

808524607

SCHA|808524607

Shares:118.8K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$233.4M)

808524730

Shares:89.1K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$233.4M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:56.0K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$233.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.2K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$233.4M)

78464A300

Shares:20.5K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$233.4M)

25434V401

Shares:24.7K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$233.4M)

922908363

VOO|922908363

Shares:2.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$233.4M)

922908769

VTI|922908769

Shares:4.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$233.4M)

46434G103

IEMG|46434G103

Shares:22.0K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$233.4M)

464287689

IWV|464287689

Shares:3.7K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$233.4M)

464287200

IVV|464287200

Shares:1.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.4M)

921943858

VEA|921943858

Shares:20.8K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	1.8M	QoQ +4.52% (-78.0K) YoY +22.46% (+330.5K)	All Managers (Combined)	$59.4M	25.5% ($59.4M/$233.4M)	QoQ -0.31% (-$186.8K) YoY +26.44% (+$12.4M)
(cusip25434V609)✕	848.0K	QoQ +7.06% (-56.0K) YoY +26.54% (+177.9K)	All Managers (Combined)	$43.7M	18.7% ($43.7M/$233.4M)	QoQ -0.95% (-$420.1K) YoY +19.71% (+$7.2M)
(DFAXcusip25434V880)	835.6K	QoQ -3.57% (-31.0K) YoY -9.52% (-87.9K)	All Managers (Combined)	$21.9M	9.4% ($21.9M/$233.4M)	QoQ +1.62% (-$349.1K) YoY -6.81% (-$1.6M)
(cusip25434V740)✕	637.0K	QoQ +6.61% (+39.5K) YoY +35.29% (+166.2K)	All Managers (Combined)	$17.2M	7.4% ($17.2M/$233.4M)	QoQ +10.03% (+$1.6M) YoY +40.97% (+$5.0M)
(cusip25434V732)✕	637.9K	QoQ +10.17% (+58.9K) YoY +54.58% (+225.3K)	All Managers (Combined)	$16.9M	7.2% ($16.9M/$233.4M)	QoQ +11.30% (+$1.7M) YoY +60.47% (+$6.4M)
(cusip25434V799)✕	430.7K	QoQ +29.45% (+98.0K) YoY +1142.87% (+396.0K)	All Managers (Combined)	$12.0M	5.1% ($12.0M/$233.4M)	QoQ +39.10% (+$3.4M) YoY +1190.26% (+$11.0M)
(cusip25434V781)✕	330.6K	QoQ -0.84% (-2.8K) YoY +13.56% (+39.5K)	All Managers (Combined)	$9.6M	4.1% ($9.6M/$233.4M)	QoQ +8.66% (-$768.0K) YoY +21.62% (+$1.7M)
Apple Inc.(AAPLcusip037833100)	32.1K	QoQ +0.22% (-71) YoY +88.98% (+15.1K)	All Managers (Combined)	$7.1M	3.1% ($7.1M/$233.4M)	QoQ -11.10% (-$889.6K) YoY +144.80% (+$4.2M)
(SCHAcusip808524607)	118.8K	QoQ +0.46% (-547) YoY +92.51% (-57.1K)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$233.4M)	QoQ -8.97% (-$274.6K) YoY -8.39% (-$255.2K)
(cusip808524730)✕	89.1K	QoQ -0.36% (-325) YoY -2.41% (-2.2K)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$233.4M)	QoQ +5.63% (-$146.6K) YoY +8.26% (-$209.7K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	56.0K	QoQ +16.78% (+8.0K) YoY +7.81% (-4.1K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$233.4M)	QoQ +16.10% (+$294.0K) YoY -13.19% (-$322.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.2K	QoQ -11.47% (-412) YoY +39.28% (+896)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$233.4M)	QoQ -15.50% (-$326.2K) YoY +48.98% (+$584.3K)
(cusip78464A300)✕	20.5K	QoQ -0.27% (-57) YoY -2.28% (-481)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$233.4M)	QoQ -10.39% (-$186.8K) YoY -7.67% (-$133.7K)
(cusip25434V401)✕	24.7K	QoQ -0.38% (-95) YoY +118.36% (+13.4K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$233.4M)	QoQ -5.49% (-$86.7K) YoY +131.77% (+$847.7K)
(VOOcusip922908363)	2.8K	QoQ +7.95% (+207) YoY -13.64% (-444)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$233.4M)	QoQ +2.96% (+$41.6K) YoY -7.69% (-$120.4K)
(VTIcusip922908769)	4.8K	QoQ +0.62% (-30) YoY +11.78% (+510)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$233.4M)	QoQ -4.57% (-$63.7K) YoY +18.20% (+$204.8K)
(IEMGcusip46434G103)	22.0K	QoQ -0.56% (-124) YoY -2.60% (-588)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$233.4M)	QoQ +2.77% (-$32.0K) YoY +1.86% (-$21.7K)
(IWVcusip464287689)	3.7K	QoQ 0.00% (-0) YoY -7.72% (-312)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$233.4M)	QoQ -4.96% (-$61.9K) YoY -2.32% (-$28.1K)
(IVVcusip464287200)	1.9K	QoQ -0.20% (-4) YoY -2.64% (-52)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.4M)	QoQ -4.74% (-$53.6K) YoY +4.05% (-$41.9K)
(VEAcusip921943858)	20.8K	QoQ +0.35% (+73) YoY -0.63% (-133)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.4M)	QoQ +6.66% (+$66.2K) YoY +0.67% (-$7.1K)