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:

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MICROSOFT CORP

MSFT|594918104

Shares:2.7K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$233.4M)

46429B697

USMV|46429B697

Shares:8.8K

Value:$827.9K

% of Portfolio:0.4% ($827.9K/$233.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.1K

Value:$791.5K

% of Portfolio:0.3% ($791.5K/$233.4M)

46138E354

Shares:10.5K

Value:$781.0K

% of Portfolio:0.3% ($781.0K/$233.4M)

025072372

Shares:16.3K

Value:$770.1K

% of Portfolio:0.3% ($770.1K/$233.4M)

464287804

IJR|464287804

Shares:7.3K

Value:$764.7K

% of Portfolio:0.3% ($764.7K/$233.4M)

337345102

Shares:4.3K

Value:$740.4K

% of Portfolio:0.3% ($740.4K/$233.4M)

97717W570

Shares:12.0K

Value:$717.9K

% of Portfolio:0.3% ($717.9K/$233.4M)

AMAZON COM INC

AMZN|023135106

Shares:3.5K

Value:$674.5K

% of Portfolio:0.3% ($674.5K/$233.4M)

46137V332

Shares:21.8K

Value:$649.3K

% of Portfolio:0.3% ($649.3K/$233.4M)

808524748

Shares:17.5K

Value:$635.2K

% of Portfolio:0.3% ($635.2K/$233.4M)

025072604

AVEM|025072604

Shares:10.1K

Value:$605.6K

% of Portfolio:0.3% ($605.6K/$233.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.2K

Value:$567.9K

% of Portfolio:0.2% ($567.9K/$233.4M)

46138J825

Shares:26.6K

Value:$551.1K

% of Portfolio:0.2% ($551.1K/$233.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.2K

Value:$549.2K

% of Portfolio:0.2% ($549.2K/$233.4M)

46138J643

Shares:26.2K

Value:$534.1K

% of Portfolio:0.2% ($534.1K/$233.4M)

Alphabet Inc.

GOOG|02079K107

Shares:3.2K

Value:$506.3K

% of Portfolio:0.2% ($506.3K/$233.4M)

46138J791

Shares:23.5K

Value:$458.1K

% of Portfolio:0.2% ($458.1K/$233.4M)

46137V308

Shares:4.0K

Value:$452.8K

% of Portfolio:0.2% ($452.8K/$233.4M)

NVIDIA CORP

NVDA|67066G104

Shares:4.2K

Value:$449.9K

% of Portfolio:0.2% ($449.9K/$233.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	2.7K	QoQ +7.39% (-186) YoY +5.75% (-147)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$233.4M)	QoQ -4.34% (-$46.1K) YoY -5.64% (-$60.7K)
(USMVcusip46429B697)	8.8K	QoQ +1.28% (+112) YoY +2.70% (+233)	All Managers (Combined)	$827.9K	0.4% ($827.9K/$233.4M)	QoQ +6.83% (+$53.0K) YoY +15.09% (+$108.6K)
Alphabet Inc.(GOOGLcusip02079K305)	5.1K	QoQ -0.85% (-44) YoY -2.90% (-153)	All Managers (Combined)	$791.5K	0.3% ($791.5K/$233.4M)	QoQ -19.00% (-$185.7K) YoY -0.51% (-$4.1K)
(cusip46138E354)✕	10.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$781.0K	0.3% ($781.0K/$233.4M)	QoQ +6.74% (+$49.3K) YoY +13.43% (+$92.5K)
(cusip025072372)✕	16.3K	QoQ 0.00% (+0) YoY +0.06% (-11)	All Managers (Combined)	$770.1K	0.3% ($770.1K/$233.4M)	QoQ +2.07% (+$15.7K) YoY -0.41% (-$3.2K)
(IJRcusip464287804)	7.3K	QoQ +0.01% (-1) YoY -21.39% (-2.0K)	All Managers (Combined)	$764.7K	0.3% ($764.7K/$233.4M)	QoQ -9.23% (-$77.8K) YoY -25.63% (-$263.6K)
(cusip337345102)✕	4.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$740.4K	0.3% ($740.4K/$233.4M)	QoQ -7.81% (-$62.8K) YoY -8.97% (-$73.0K)
(cusip97717W570)✕	12.0K	QoQ 0.00% (-0) YoY -22.14% (-3.4K)	All Managers (Combined)	$717.9K	0.3% ($717.9K/$233.4M)	QoQ -4.65% (-$35.1K) YoY -23.95% (-$226.2K)
AMAZON COM INC(AMZNcusip023135106)	3.5K	QoQ +0.53% (-19) YoY +1.89% (+66)	All Managers (Combined)	$674.5K	0.3% ($674.5K/$233.4M)	QoQ -12.81% (-$99.1K) YoY +7.46% (+$46.8K)
(cusip46137V332)✕	21.8K	QoQ 0.00% (+0) YoY -6.73% (-1.6K)	All Managers (Combined)	$649.3K	0.3% ($649.3K/$233.4M)	QoQ +1.53% (+$9.8K) YoY -12.71% (-$94.6K)
(cusip808524748)✕	17.5K	QoQ 0.00% (+0) YoY -11.19% (-2.2K)	All Managers (Combined)	$635.2K	0.3% ($635.2K/$233.4M)	QoQ +6.03% (+$36.1K) YoY -9.36% (-$65.6K)
(AVEMcusip025072604)	10.1K	QoQ 0.00% (+0) YoY +0.02% (+3)	All Managers (Combined)	$605.6K	0.3% ($605.6K/$233.4M)	QoQ +2.34% (+$13.9K) YoY +3.84% (+$22.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.2K	QoQ 0.00% (-0) YoY +25.23% (+244)	All Managers (Combined)	$567.9K	0.2% ($567.9K/$233.4M)	QoQ -8.27% (-$51.2K) YoY +32.26% (+$138.5K)
(cusip46138J825)✕	26.6K	QoQ +0.11% (+31) YoY +48.69% (+8.7K)	All Managers (Combined)	$551.1K	0.2% ($551.1K/$233.4M)	QoQ +0.26% (+$1.4K) YoY +50.51% (+$184.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.2K	QoQ +0.85% (+19) YoY +1.31% (+29)	All Managers (Combined)	$549.2K	0.2% ($549.2K/$233.4M)	QoQ +3.20% (+$17.1K) YoY +24.07% (+$106.6K)
(cusip46138J643)✕	26.2K	QoQ +1.77% (+458) YoY +38.96% (+7.4K)	All Managers (Combined)	$534.1K	0.2% ($534.1K/$233.4M)	QoQ +2.88% (+$15.0K) YoY +40.90% (+$155.1K)
Alphabet Inc.(GOOGcusip02079K107)	3.2K	QoQ -3.48% (-117) YoY -9.67% (-347)	All Managers (Combined)	$506.3K	0.2% ($506.3K/$233.4M)	QoQ -20.81% (-$133.1K) YoY -7.31% (-$39.9K)
(cusip46138J791)✕	23.5K	QoQ -0.06% (-16) YoY +3.01% (+689)	All Managers (Combined)	$458.1K	0.2% ($458.1K/$233.4M)	QoQ +0.18% (-$857) YoY +4.46% (+$19.6K)
(cusip46137V308)✕	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$452.8K	0.2% ($452.8K/$233.4M)	QoQ -2.14% (-$9.9K) YoY +4.09% (+$17.8K)
NVIDIA CORP(NVDAcusip67066G104)	4.2K	QoQ +1.59% (-65) YoY +596.64% (-3.6K)	All Managers (Combined)	$449.9K	0.2% ($449.9K/$233.4M)	QoQ -18.02% (-$98.9K) YoY -16.38% (-$88.1K)