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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464287721

Shares:3.2K

Value:$449.4K

% of Portfolio:0.2% ($449.4K/$233.4M)

46138J783

Shares:22.9K

Value:$448.8K

% of Portfolio:0.2% ($448.8K/$233.4M)

46432F842

IEFA|46432F842

Shares:5.9K

Value:$445.7K

% of Portfolio:0.2% ($445.7K/$233.4M)

78464A839

Shares:5.7K

Value:$439.3K

% of Portfolio:0.2% ($439.3K/$233.4M)

25434V666

Shares:14.3K

Value:$436.4K

% of Portfolio:0.2% ($436.4K/$233.4M)

464286525

ACWV|464286525

Shares:3.6K

Value:$424.4K

% of Portfolio:0.2% ($424.4K/$233.4M)

46138E735

Shares:12.2K

Value:$409.0K

% of Portfolio:0.2% ($409.0K/$233.4M)

33733E302

Shares:1.8K

Value:$397.2K

% of Portfolio:0.2% ($397.2K/$233.4M)

464287705

IJJ|464287705

Shares:3.3K

Value:$396.4K

% of Portfolio:0.2% ($396.4K/$233.4M)

46432F339

QUAL|46432F339

Shares:2.2K

Value:$383.5K

% of Portfolio:0.2% ($383.5K/$233.4M)

922908595

VBK|922908595

Shares:1.4K

Value:$351.0K

% of Portfolio:0.2% ($351.0K/$233.4M)

78463X889

SPDW|78463X889

Shares:9.5K

Value:$347.2K

% of Portfolio:0.1% ($347.2K/$233.4M)

PARK NATIONAL CORP /OH/

PRK|700658107

Shares:2.2K

Value:$335.2K

% of Portfolio:0.1% ($335.2K/$233.4M)

464288703

Shares:5.6K

Value:$332.7K

% of Portfolio:0.1% ($332.7K/$233.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:342

Value:$323.8K

% of Portfolio:0.1% ($323.8K/$233.4M)

921908844

VIG|921908844

Shares:1.7K

Value:$323.6K

% of Portfolio:0.1% ($323.6K/$233.4M)

46137V860

Shares:6.0K

Value:$319.3K

% of Portfolio:0.1% ($319.3K/$233.4M)

46138J460

Shares:19.2K

Value:$319.1K

% of Portfolio:0.1% ($319.1K/$233.4M)

78464A201

Shares:3.8K

Value:$314.9K

% of Portfolio:0.1% ($314.9K/$233.4M)

464287887

IJT|464287887

Shares:2.5K

Value:$312.7K

% of Portfolio:0.1% ($312.7K/$233.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287721)✕	3.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$449.4K	0.2% ($449.4K/$233.4M)	QoQ -11.96% (-$61.1K) YoY +3.98% (+$17.2K)
(cusip46138J783)✕	22.9K	QoQ -0.23% (-54) YoY +15.20% (+3.0K)	All Managers (Combined)	$448.8K	0.2% ($448.8K/$233.4M)	QoQ +0.32% (-$1.5K) YoY +16.99% (+$65.2K)
(IEFAcusip46432F842)	5.9K	QoQ 0.00% (+0) YoY +17.02% (+857)	All Managers (Combined)	$445.7K	0.2% ($445.7K/$233.4M)	QoQ +7.64% (+$31.6K) YoY +19.26% (+$72.0K)
(cusip78464A839)✕	5.7K	QoQ 0.00% (-0) YoY -0.78% (-45)	All Managers (Combined)	$439.3K	0.2% ($439.3K/$233.4M)	QoQ -3.92% (-$18.0K) YoY +0.58% (-$2.6K)
(cusip25434V666)✕	14.3K	QoQ -0.10% (-15) YoY +16.39% (+2.0K)	All Managers (Combined)	$436.4K	0.2% ($436.4K/$233.4M)	QoQ +1.69% (-$7.3K) YoY +18.64% (+$68.6K)
(ACWVcusip464286525)	3.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$424.4K	0.2% ($424.4K/$233.4M)	QoQ +6.56% (+$26.1K) YoY +10.54% (+$40.5K)
(cusip46138E735)✕	12.2K	QoQ -2.25% (-282) YoY -32.48% (-5.9K)	All Managers (Combined)	$409.0K	0.2% ($409.0K/$233.4M)	QoQ +3.47% (-$13.8K) YoY -31.26% (-$186.0K)
(cusip33733E302)✕	1.8K	QoQ 0.00% (-0) YoY -0.66% (-12)	All Managers (Combined)	$397.2K	0.2% ($397.2K/$233.4M)	QoQ -8.64% (-$37.6K) YoY +7.59% (-$28.0K)
(IJJcusip464287705)	3.3K	QoQ 0.00% (-0) YoY -0.57% (-19)	All Managers (Combined)	$396.4K	0.2% ($396.4K/$233.4M)	QoQ -4.18% (-$17.3K) YoY +0.64% (-$2.5K)
(QUALcusip46432F339)	2.2K	QoQ +4.66% (+100) YoY +7.01% (+147)	All Managers (Combined)	$383.5K	0.2% ($383.5K/$233.4M)	QoQ +0.43% (+$1.7K) YoY +11.26% (+$38.8K)
(VBKcusip922908595)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$351.0K	0.2% ($351.0K/$233.4M)	QoQ -10.10% (-$39.4K) YoY -3.43% (-$12.5K)
(SPDWcusip78463X889)	9.5K	QoQ 0.00% (+0) YoY +3.50% (+323)	All Managers (Combined)	$347.2K	0.1% ($347.2K/$233.4M)	QoQ +6.68% (+$21.7K) YoY +5.14% (+$17.0K)
PARK NATIONAL CORP /OH/(PRKcusip700658107)	2.2K	QoQ +31.16% (+526) YoY +1.42% (+31)	All Managers (Combined)	$335.2K	0.1% ($335.2K/$233.4M)	QoQ +15.79% (+$45.7K) YoY +12.99% (+$38.5K)
(cusip464288703)✕	5.6K	QoQ +0.42% (-24) YoY +1.79% (-99)	All Managers (Combined)	$332.7K	0.1% ($332.7K/$233.4M)	QoQ -6.08% (-$21.6K) YoY -1.36% (-$4.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	342	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$323.8K	0.1% ($323.8K/$233.4M)	QoQ +3.25% (+$10.2K) YoY +29.31% (+$73.4K)
(VIGcusip921908844)	1.7K	QoQ +4.51% (+72) YoY +4.51% (+72)	All Managers (Combined)	$323.6K	0.1% ($323.6K/$233.4M)	QoQ +3.52% (+$11.0K) YoY +11.02% (+$32.1K)
(cusip46137V860)✕	6.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$319.3K	0.1% ($319.3K/$233.4M)	QoQ -6.24% (-$21.3K) YoY +7.51% (+$22.3K)
(cusip46138J460)✕	19.2K	QoQ +2.44% (+460) YoY +59.29% (+7.2K)	All Managers (Combined)	$319.1K	0.1% ($319.1K/$233.4M)	QoQ +3.82% (+$11.8K) YoY +61.23% (+$121.2K)
(cusip78464A201)✕	3.8K	QoQ +0.02% (-1) YoY -2.66% (-104)	All Managers (Combined)	$314.9K	0.1% ($314.9K/$233.4M)	QoQ -8.11% (-$27.8K) YoY -7.39% (-$25.1K)
(IJTcusip464287887)	2.5K	QoQ +0.84% (-21) YoY -5.91% (-158)	All Managers (Combined)	$312.7K	0.1% ($312.7K/$233.4M)	QoQ -7.25% (-$24.5K) YoY -10.39% (-$36.3K)