Dana Anspach Portfolio
Invests via Sensible Money LLC | Managed by Dana Anspach, Amy Shepard, Caley Miller, David Schoenecker
Invests via Sensible Money LLC
Managed by Dana Anspach, Amy Shepard, Caley Miller, David Schoenecker
Automatically Tracked
Dana Anspach Profile
With a distinguished career in financial advisory, Dana Anspach is an authority in personal finance and investment education. Her expertise centers on simplifying complex financial concepts for individual investors, equipping them with the knowledge to navigate capital markets effectively. Through her leadership at a prominent advisory firm, she has cultivated a reputation for client engagement and empowerment strategies. In addition to her direct consulting work, Anspach is known for her contributions as an author and educator in the wealth management space. Her insights have influenced both new and experienced investors seeking tailored guidance.
With a distinguished career in financial advisory, Dana Anspach is an authority in personal finance and investment education. Her expertise centers on simplifying complex financial concepts for individual investors, equipping them with the knowledge to navigate capital markets effectively. Through her leadership at a prominent advisory firm, she has cultivated a reputation for client engagement and empowerment strategies. In addition to her direct consulting work, Anspach is known for her contributions as an author and educator in the wealth management space. Her insights have influenced both new and experienced investors seeking tailored guidance.
Investment Philosophy & Strategy
A clear vision of sustainable growth underscores the investment approach. Dana Anspach emphasizes empowering individual investors through education and strategic financial insights. By leveraging her extensive experience in personal finance, she prioritizes a client-centered model that demystifies investing while focusing on tailored advice. The strategy relies on fostering financial literacy to enhance decision-making capabilities among clients, ensuring they navigate market complexities confidently. Emphasizing operational effectiveness, she champions holistic planning methodologies that align with long-term objectives and lifestyle goals.
A clear vision of sustainable growth underscores the investment approach. Dana Anspach emphasizes empowering individual investors through education and strategic financial insights. By leveraging her extensive experience in personal finance, she prioritizes a client-centered model that demystifies investing while focusing on tailored advice. The strategy relies on fostering financial literacy to enhance decision-making capabilities among clients, ensuring they navigate market complexities confidently. Emphasizing operational effectiveness, she champions holistic planning methodologies that align with long-term objectives and lifestyle goals.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
141.06%
Gain +0.1%
Monthly
2.07%
Yearly
27.97%
Drawdown
28.26%
$381.22M
Equity
Holdings
$381.22M
Investment
$255.33M
$134.24M
Profit +$180,560.26
Realized
$8.35M
Unrealized
$125.89M
Dividends
$15.63M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$180,560.26
Win %
85%
This Week
Compared To Last Week
Gain
0.26%
Profit
$996,667.91
Win %
85%
This Month
Compared to last month
Gain
0.58%
Profit
$2.2M
Win %
85%
This Year
Compared to last year
Gain
1.08%
Profit
$4.09M
Win %
86%
DELL Dell Technologies Inc.
+5.43%
+$15,199.87 
FTAI FTAI Aviation Ltd.
+4.24%
+$6,647.18 
PANW Palo Alto Networks, Inc.
+3.78%
+$16,779.58 
MSFT Microsoft Corp.
+1.58%
+$20,017.25 
NVDA NVIDIA Corporation
+1.43%
+$13,453.44 
IYW iShares U.S. Technology ETF
+0.96%
+$8,352 
IBM International Business Machines Corporation
+0.92%
+$1,930.53 
VUG Vanguard Growth ETF
+0.86%
+$3,345.17 
VO Vanguard Mid-Cap ETF
+0.78%
+$2,637.5 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.73%
+$10,622.34 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,906.2 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$6,699.02 
VNQ Vanguard Real Estate ETF
+0.72%
+$1,474.56 
SPLV Invesco S&P 500 Low Volatility ETF
+0.7%
+$3,301.53 
IWV ISHARES RUSSELL 3000 ETF
+0.69%
+$11,261.58 
SCHB Schwab U.S. Broad Market ETF
+0.69%
+$1,771.4 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$17,231.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,906.62 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$14,957.19 
AMZN Amazon.com Inc
+0.68%
+$5,814.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$20,688.3 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$2,063.74 
IVV iShares Core S&P 500 ETF
+0.66%
+$12,495.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.66%
+$2,992.63 
QQQM Invesco NASDAQ 100 ETF
+0.65%
+$4,202.12 
IYG iShares U.S. Financial Services ETF
+0.65%
+$1,895.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,893.62 
VOO Vanguard S&P 500 ETF
+0.65%
+$9,076.44 
FDN First Trust Dow Jones Internet Index Fund
+0.63%
+$3,282.9 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.63%
+$1,710 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.62%
+$2,897.12 
FNDC Schwab Fundamental International Small Company Index ETF
+0.62%
+$3,422.01 
COST Costco Wholesale Corporation
+0.6%
+$1,551.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$5,105.27 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.56%
+$1,951.32 
PRK Park National Corporation
+0.53%
+$2,121.35 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.52%
+$2,959.25 
MOAT VanEck Morningstar Wide Moat Fund
+0.51%
+$1,423.95 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.5%
+$499,895.1 
VTV Vanguard Value ETF
+0.49%
+$1,787.97 
DFAW Dimensional World Equity ETF
+0.49%
+$3,536.25 
SCHC Schwab International Small-Cap Equity ETF
+0.48%
+$1,208.4 
EFA iShares MSCI EAFE ETF
+0.47%
+$1,306.11 
DFLV Dimensional US Large Cap Value ETF
+0.43%
+$2,593.15 
DISV Dimensional International Small Cap Equity Fund
+0.41%
+$55,956.6 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$2,129.82 
AVES Avantis Emerging Markets Value ETF
+0.38%
+$4,166.95 
VB Vanguard Small-Cap ETF
+0.37%
+$1,537.99 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.36%
+$2,764.84 
VBK Vanguard Small-Cap Growth ETF
+0.35%
+$1,737.64 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$1,707.48 
DFIC Dimensional International Core Equity Market ETF
+0.33%
+$95,102 
IAU iShares Gold Trust
+0.33%
+$680.09 
PKW Invesco BuyBack Achievers ETF
+0.32%
+$1,871.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$6,588 
DFAT Dimensional US Targeted Value ETF
+0.3%
+$223,736.8 
PFI Invesco Dorsey Wright Financial Momentum ETF
+0.3%
+$1,037.51 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.3%
+$1,501.65 
IJR iShares Core S&P Small-Cap ETF
+0.28%
+$2,880.93 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.27%
+$1,239.98 
FPE First Trust Preferred Securities and Income ETF
+0.26%
+$849.15 
LLY Eli Lilly and Company
+0.25%
+$576 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.25%
+$1,182.43 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.24%
+$60,778.26 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.23%
+$4,849.77 
ISCV iShares Morningstar Small-Cap Value ETF
+0.23%
+$986.17 
EZM WisdomTree U.S. MidCap Fund
+0.23%
+$1,957.89 
PREF Principal Spectrum Preferred Securities Active ETF
+0.22%
+$465.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$1,001.28 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.21%
+$887.95 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.21%
+$873.31 
JPM JPMorgan Chase & Co.
+0.19%
+$1,285.83 
V Visa Inc. Class A
+0.18%
+$579.36 
BFOR Barron's 400 ETF
+0.17%
+$517.76 
AAPL Apple Inc.
+0.15%
+$6,856.43 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.14%
+$309.66 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$635.14 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$511.42 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$195.93 
AVUV Avantis U.S. Small Cap Value ETF
+0.1%
+$271.44 
EES WisdomTree U.S. SmallCap Fund
+0.09%
+$191.93 
DFSV Dimensional US Small Cap Value ETF
+0.09%
+$340.13 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.07%
+$667.89 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$278.55 
SCHP Schwab U.S. TIPS ETF
+0.05%
+$134.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$236.98 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.01%
+$3,757.11 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
ABBV AbbVie Inc.
-1.43%
-$3,591 
FCX Freeport-McMoRan Inc.
-1.39%
-$38,751.68 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.62%
-$5,019.75 
INTC Intel Corporation
-0.43%
-$963.54 
GOOG Alphabet Inc
-0.31%
-$3,096.4 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.29%
-$732.83 
JNJ Johnson & Johnson
-0.24%
-$516.6 
GOOGL Alphabet Inc
-0.2%
-$3,315.2 
IEMG iShares Core MSCI Emerging Markets ETF
-0.2%
-$3,699.14 
AVEM Avantis Emerging Markets Equity ETF
-0.14%
-$1,356.48 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.12%
-$4,210.7 
DFEV Dimensional Emerging Markets Value ETF
-0.06%
-$18,701.33 
SCHA Schwab U.S. Small-Cap ETF
-0.04%
-$1,902.86 Events
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Dividends
Dividend Analysis
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| Trades 801 | Longs Won 704/801 87% | Profit Factor 208.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $736,038.5 |
| Average Win $191,599.9 | Best Trade (Aug 14) $14.21M | Sharpe Ratio -10.4 |
| Average Loss -$6,680.95 | Worst Trade (Sep 01) -$101,559.26 | Z-Score 42.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 1d | Expectancy $167,588.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,993 | $3.26M | $4.66M | - | $1.41M | 43.11% | +0.147% |
| ABBV AbbVie Inc. | 945 | $218,905.48 | $247,552.2 | - | $28,646.72 | 13.09% | -1.43% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 3,647 | $346,538.3 | $454,270.32 | - | $107,732.02 | 31.09% | +0.274% |
| AMZN Amazon.com Inc | 3,420 | $326,014.42 | $865,602 | - | $539,587.58 | 165.51% | +0.676% |
| AVEM Avantis Emerging Markets Equity ETF | 10,048 | $506,963.83 | $969,883.2 | - | $462,919.37 | 91.31% | -0.14% |
| AVES Avantis Emerging Markets Value ETF | 16,341 | $669,905.02 | $1.09M | - | $418,814.1 | 62.52% | +0.384% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,262 | $208,092.25 | $273,362.7 | - | $65,270.45 | 31.37% | +0.099% |
| BFOR Barron's 400 ETF | 12,944 | $201,266.26 | $304,831.2 | - | $103,564.94 | 51.46% | +0.17% |
| BND Vanguard Total Bond Market Index Fund | 2,799 | $205,475 | $195,790.05 | - | -$9,684.95 | -4.71% | +0.1% |
| BRK-B Berkshire Hathaway Inc. | 1,848 | $885,562.14 | $938,571.5 | - | $53,009.36 | 5.99% | +0.719% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 23,698 | $451,819.9 | $462,940.43 | - | $11,120.53 | 2.46% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 27,273 | $523,000.02 | $533,596.24 | - | $10,596.22 | 2.03% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 44,526 | $897,025.97 | $898,089.42 | - | $1,063.45 | 0.12% | +0.074% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 25,571 | $480,701.6 | $466,542.89 | - | -$14,158.71 | -2.95% | +0.11% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 31,757 | $527,370.01 | $513,987.04 | - | -$13,382.97 | -2.54% | +0.124% |
| COST Costco Wholesale Corporation | 279 | $161,473.41 | $259,213.32 | - | $97,739.91 | 60.53% | +0.602% |
| DELL Dell Technologies Inc. | 507 | $218,751 | $295,210.89 | - | $76,459.89 | 34.95% | +5.428% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.22M | $65.44M | $101.08M | - | $35.64M | 54.45% | +0.497% |
| DFAT Dimensional US Targeted Value ETF | 1.09M | $54.06M | $74.43M | - | $20.37M | 37.68% | +0.302% |
| DFAW Dimensional World Equity ETF | 8,625 | $654,590.3 | $729,588.75 | - | $74,998.45 | 11.46% | +0.487% |
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FAQ
Which stocks have generated the highest profits for Dana Anspach?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $4.68M, Dimensional US Targeted Value ETF - $2.46M, Dimensional U.S. Core Equity 2 ETF - $2.28M, Dimensional Emerging Markets Value ETF - $2.08M, and Apple Inc - $1.99M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Eli Lilly and Company - $29,065, UnitedHealth Group Incorporated - $27,543.36, FTAI Aviation Ltd - $26,081.87, Intel Corporation - $24,983.53, and Johnson & Johnson - $23,095.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Anspach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.63M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $2.46M, Dimensional World ex U.S. Core Equity 2 ETF - $2.32M, Dimensional U.S. Core Equity 2 ETF - $2.28M, Dimensional Emerging Markets Value ETF - $1.86M, and Dimensional Emerging Markets Core Equity 2 ETF - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Anspach's monthly returns?
Dana Anspach's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dana Anspach's strategy be considered aggressive or moderate?
Dana Anspach's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Dana Anspach's strategy?
Dana Anspach's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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