Sensible Money, LLC Portfolio Holdings
Q3 2025•88 long positions•$294.2M portfolio value
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Holding91 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $76.2M 25.89% | +$3.3M Bought | — 2.0M shares | 1.9M → 2.0M +$3.3M | +4.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $56.2M 19.1% | +$3.6M Bought | — 965.6K shares | 903.2K → 965.6K +$3.6M | +6.91% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $25.2M 8.58% | -$643.6K Sold | — 804.1K shares | 824.7K → 804.1K −$643.6K | -2.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $22.7M 7.72% | +$1.3M Bought | — 708.3K shares | 666.5K → 708.3K +$1.3M | +6.27% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $22.7M 7.71% | +$731.6K Bought | — 711.6K shares | 688.6K → 711.6K +$731.6K | +3.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.4M 6.27% | +$2.4M Bought | — 562.7K shares | 490.8K → 562.7K +$2.4M | +14.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.6M 3.95% | -$209.5K Sold | — 325.7K shares | 331.5K → 325.7K −$209.5K | -1.77% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $7.8M 2.66% | -$110.3K Sold | 0.0% 30.7K shares | 31.1K → 30.7K −$110.3K | -1.39% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.11% | -$44.0K Sold | — 117.3K shares | 118.9K → 117.3K −$44.0K | -1.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 1.09% | -$26.6K Sold | — 89.0K shares | 89.7K → 89.0K −$26.6K | -0.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.724% | — | — 6.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.7% | -$32.0K Sold | — 3.1K shares | 3.1K → 3.1K −$32.0K | -1.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.667% | +$122.6K Bought | — 27.1K shares | 25.4K → 27.1K +$122.6K | +6.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.617% | -$1.6K Sold | — 20.5K shares | 20.5K → 20.5K −$1.6K | -0.09% | — — | Q4 2022 Held for 2y 11m | |
Copper Basic Materials | $1.6M 0.554% | -$195.9K Sold | 0.003% 41.6K shares | 46.6K → 41.6K −$195.9K | -10.72% | $56.3B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.491% | -$6.1K Sold | — 21.9K shares | 22.0K → 21.9K −$6.1K | -0.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.48% | — | — 3.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.4M 0.459% | -$47.6K Sold | 0.0% 2.6K shares | 2.7K → 2.6K −$47.6K | -3.41% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.437% | +$2.0K Bought | — 1.9K shares | 1.9K → 1.9K +$2.0K | +0.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.425% | — | — 20.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.2M 0.423% | +$243.1 Bought | 0.0% 5.1K shares | 5.1K → 5.1K +$243.1 | +0.02% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.406% | — | — 2.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $979.5K 0.333% | — | — 4.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $937.0K 0.318% | — | — 16.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $866.3K 0.294% | -$2.9K Sold | — 7.3K shares | 7.3K → 7.3K −$2.9K | -0.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $840.9K 0.286% | — | — 8.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $789.4K 0.268% | — | 0.0% 3.2K shares | — | — | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $782.1K 0.266% | — | — 11.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $773.3K 0.263% | -$5.1K Sold | 0.0% 3.5K shares | 3.5K → 3.5K −$5.1K | -0.65% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $768.1K 0.261% | — | — 10.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $755.2K 0.257% | -$826.2 Sold | — 10.1K shares | 10.1K → 10.1K −$826.2 | -0.11% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $731.0K 0.248% | -$56.5K Sold | 0.0% 3.9K shares | 4.2K → 3.9K −$56.5K | -7.18% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $706.2K 0.24% | — | 0.0% 2.2K shares | — | — | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $666.4K 0.227% | -$2.8K Sold | — 15.0K shares | 15.0K → 15.0K −$2.8K | -0.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $641.4K 0.218% | — | — 21.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $626.8K 0.213% | — | — 3.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $551.0K 0.187% | -$744.8 Sold | — 26.6K shares | 26.7K → 26.6K −$744.8 | -0.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $546.3K 0.186% | +$6.1K Bought | — 26.6K shares | 26.3K → 26.6K +$6.1K | +1.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $532.4K 0.181% | — | — 4.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $511.9K 0.174% | -$3.0K Sold | — 5.9K shares | 5.9K → 5.9K −$3.0K | -0.58% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $504.7K 0.172% | +$1.1K Bought | — 12.3K shares | 12.3K → 12.3K +$1.1K | +0.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $493.9K 0.168% | — | — 1.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $475.6K 0.162% | — | — 5.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $473.5K 0.161% | +$1.9K Bought | — 14.4K shares | 14.3K → 14.4K +$1.9K | +0.4% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $472.0K 0.16% | +$7.8K Bought | — 786.0 shares | 773.0 → 786.0 +$7.8K | +1.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $460.7K 0.157% | +$8.8K Bought | — 23.4K shares | 22.9K → 23.4K +$8.8K | +1.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $459.7K 0.156% | -$606.4 Sold | — 23.5K shares | 23.5K → 23.5K −$606.4 | -0.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $437.3K 0.149% | — | — 3.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $436.5K 0.148% | — | — 2.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $429.5K 0.146% | — | — 3.3K shares | — | — | — — | Q4 2022 Held for 2y 11m |
