SM
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Sensible Money’s Barron's 400 ETF BFOR Stock Holding History

Sensible Money’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Hold
12,944
– – 0.08% 70
2025
Q4 		$266K Hold
12,944
– – 0.09% 68
2025
Q3 		$263K Hold
12,944
– – 0.09% 69
2025
Q2 		$249K Hold
12,944
– – 0.09% 72
2025
Q1 		$225K Hold
12,944
– – 0.1% 73
2024
Q4 		$235K Hold
12,944
– – 0.1% 73
2024
Q3 		$232K Hold
12,944
– – 0.1% 73
2024
Q2 		$214K Hold
12,944
– – 0.1% 76
2024
Q1 		$220K Hold
12,944
– – 0.12% 71
2023
Q4 		$201K Buy
+12,944
New +$186K 0.12% 74

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30M AUM 22.96% 1-Year Est. Return