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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, USIG, MBB, VTI, and represent 62.67% of Sensible Financial Planning & Management's stock portfolio.
Added to shares of these 10 stocks: VO, SPY, AAPL, VTHR, SCHP, USIG, ESGU, TPL, BNDX, VEA.
Started 26 new stock positions in ESGU, VTHR, IVE, MSFT, AAPL, BIL, IEMG, IVV, VIG, DHR.
Reduced shares in these 10 stocks: SCHX, MTUM, VB, VOO, VNQ, CBT, VTV, VTC, VTIP, VUG.
Sensible Financial Planning & Management was a net buyer of stock by $23M.
Sensible Financial Planning & Management has $507M in assets under management (AUM), dropping by 9.45%.
Central Index Key (CIK): 0001567738

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Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 53 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Tips Etf (SCHP)	15.8	$80M		1.5M	53.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	15.2	$77M		1.5M	50.28	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	14.6	$74M		1.4M	52.58	View chart
Ishares Tr Mbs Etf (MBB)	12.7	$64M		669k	95.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$22M		79k	283.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.1	$21M		101k	202.76	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.0	$21M		202k	101.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$20M		38k	527.66	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	3.6	$18M		386k	47.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.4	$12M	-4%	176k	67.85	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	2.0	$10M		131k	79.30	View chart
Vanguard World Mega Cap Index (MGC)	1.8	$9.2M	+4%	45k	206.64	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.8	$9.2M		195k	47.21	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$9.1M	+2%	242k	37.56	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.6	$8.1M		352k	23.17	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.1	$5.6M	+5%	132k	42.28	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$5.0M		13k	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$4.8M	+19%	90k	52.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$3.6M	-7%	15k	237.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$3.2M	-3%	33k	97.41	View chart
Cabot Corporation (CBT)	0.6	$3.1M	-2%	27k	111.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.9M	+13%	60k	47.86	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$2.5M		50k	49.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.3M	NEW	8.6k	263.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.1M	-2%	12k	174.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.0M	NEW	3.5k	573.70	View chart
Apple (AAPL)	0.3	$1.6M	NEW	6.8k	232.94	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.3	$1.5M	NEW	6.0k	253.73	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.1M	NEW	8.8k	126.23	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$1.0M	+13%	14k	70.64	View chart
Texas Pacific Land Corp (TPL)	0.2	$953k	NEW	1.1k	884.87	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$924k		17k	55.64	View chart
Danaher Corporation (DHR)	0.1	$701k	NEW	2.5k	277.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$678k	NEW	3.4k	200.65	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$591k	NEW	7.0k	84.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$568k	NEW	4.7k	119.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$521k	NEW	6.2k	83.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$506k	NEW	1.6k	314.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$411k	NEW	1.6k	263.46	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$403k		13k	31.78	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$378k	NEW	8.2k	45.83	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$349k	NEW	6.1k	57.37	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$325k	NEW	3.5k	91.94	View chart
Microsoft Corporation (MSFT)	0.1	$319k	NEW	741.00	430.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$314k	NEW	644.00	487.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$289k	NEW	1.5k	197.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$269k	NEW	2.5k	107.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$247k	NEW	1.3k	197.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$230k	NEW	1.4k	167.64	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$216k	NEW	3.1k	70.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$213k	NEW	5.9k	36.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$212k	NEW	3.3k	64.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$203k	NEW	352.00	576.70	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 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
Sensible Financial Planning & Management 2021 Q3 filed Nov. 9, 2021
Sensible Financial Planning & Management 2021 Q2 filed July 29, 2021
Sensible Financial Planning & Management 2021 Q1 filed May 17, 2021
Sensible Financial Planning & Management 2020 Q4 filed Feb. 24, 2021

View all past filings

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