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Sensible Financial Planning & Management

Latest statistics and disclosures from Sensible Financial Planning & Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHP, BNDX, MBB, USIG, VOO, and represent 62.30% of Sensible Financial Planning & Management's stock portfolio.
Added to shares of these 10 stocks: MBB (+$5.5M), BNDX, SCHP, VOO, DFIP, USIG, SPYX, BNDW, STIP, ESGU.
Reduced shares in these 10 stocks: MTUM, ROE, AGGA, MGC, EFAX, GQQQ, , DMBS, SCHX, SCHH.
Sold out of its positions in GQQQ, ROE, AGGA, DMBS, SPTI, EFAX.
Sensible Financial Planning & Management was a net buyer of stock by $9.0M.
Sensible Financial Planning & Management has $551M in assets under management (AUM), dropping by 4.56%.
Central Index Key (CIK): 0001567738

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Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Tips Etf (SCHP)	15.1	$83M	+2%	3.1M	26.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	15.1	$83M	+4%	1.7M	49.46	View chart
Ishares Tr Mbs Etf (MBB)	13.8	$76M	+7%	796k	95.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	13.4	$74M		1.4M	52.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$28M	+5%	45k	612.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.7	$26M		79k	328.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.2	$23M		222k	103.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.1	$23M	-4%	88k	256.45	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	3.9	$22M	+2%	395k	54.85	View chart
Vanguard World Mega Cap Index (MGC)	2.8	$16M	-4%	63k	244.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.4	$13M	-2%	495k	26.34	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	2.1	$12M	+2%	147k	78.38	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.0	$11M		240k	46.96	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.5	$8.2M	+13%	194k	42.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$7.4M		173k	42.79	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.3	$6.9M	-3%	322k	21.57	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$6.5M		14k	479.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$5.7M		95k	59.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$5.1M	-2%	20k	254.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.3M		62k	54.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.1M	-2%	11k	293.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$2.9M	+9%	20k	145.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.7M	-3%	30k	91.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$2.2M	-5%	44k	50.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.0M		11k	186.48	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.4	$2.0M	+20%	28k	69.66	View chart
Cabot Corporation (CBT)	0.3	$1.9M		25k	76.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.0M	-3%	11k	92.98	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$921k	-4%	16k	58.21	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$540k	+10%	12k	43.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$461k		13k	36.35	View chart

Past Filings by Sensible Financial Planning & Management

SEC 13F filings are viewable for Sensible Financial Planning & Management going back to 2014

Sensible Financial Planning & Management 2025 Q3 filed Nov. 5, 2025
Sensible Financial Planning & Management 2025 Q2 filed Aug. 8, 2025
Sensible Financial Planning & Management 2025 Q1 filed April 28, 2025
Sensible Financial Planning & Management 2024 Q4 filed Feb. 7, 2025
Sensible Financial Planning & Management 2024 Q3 filed Oct. 28, 2024
Sensible Financial Planning & Management 2024 Q2 filed July 18, 2024
Sensible Financial Planning & Management 2024 Q1 filed May 6, 2024
Sensible Financial Planning & Management 2023 Q4 filed Feb. 2, 2024
Sensible Financial Planning & Management 2023 Q3 filed Oct. 27, 2023
Sensible Financial Planning & Management 2023 Q2 filed Aug. 3, 2023
Sensible Financial Planning & Management 2023 Q1 filed April 14, 2023
Sensible Financial Planning & Management 2022 Q4 filed Feb. 2, 2023
Sensible Financial Planning & Management 2022 Q3 filed Nov. 7, 2022
Sensible Financial Planning & Management 2022 Q2 filed Aug. 4, 2022
Sensible Financial Planning & Management 2022 Q1 filed May 18, 2022
Sensible Financial Planning & Management 2021 Q4 filed Feb. 11, 2022

View all past filings

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