Sensible Financial Planning & Management

Sensible Financial Planning & Management as of June 30, 2025

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 15.3 $81M 3.0M 26.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.1 $80M 1.6M 49.51
Ishares Tr Usd Inv Grde Etf (USIG) 13.6 $72M 1.4M 51.44
Ishares Tr Mbs Etf (MBB) 13.2 $69M 738k 93.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $24M 43k 568.03
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $24M 79k 303.93
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.3 $23M 220k 102.91
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $22M 92k 240.32
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 3.7 $20M 386k 50.93
Vanguard World Mega Cap Index (MGC) 2.8 $15M 66k 224.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $12M 507k 24.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.1 $11M 241k 46.34
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.1 $11M 144k 77.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $7.2M 177k 40.49
Dimensional Etf Trust Inflation Prote (DFIP) 1.4 $7.1M 171k 41.81
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $7.1M 334k 21.16
Vanguard Index Fds Growth Etf (VUG) 1.1 $5.9M 14k 438.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.5M 96k 57.01
Vanguard Index Fds Small Cp Etf (VB) 0.9 $4.9M 21k 236.98
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.1M 11k 279.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.0M 61k 49.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.8M 31k 89.06
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $2.5M 18k 135.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.3M 47k 50.27
Cabot Corporation (CBT) 0.4 $1.9M 25k 75.00
Vanguard Index Fds Value Etf (VTV) 0.4 $1.8M 11k 176.73
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.3 $1.6M 23k 69.33
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $996k 11k 89.22
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $896k 17k 53.96
Ea Series Trust Astoria Us Equal (ROE) 0.2 $844k 26k 32.21
Ea Series Trust Astoria Dynamic (AGGA) 0.1 $742k 29k 25.24
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $657k 14k 47.36
Ea Series Trust Astoria Us Quali (GQQQ) 0.1 $600k 22k 27.07
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $592k 21k 28.77
Doubleline Etf Trust Mortgage Etf (DMBS) 0.1 $495k 10k 49.07
Ishares Esg Awr Msci Em (ESGE) 0.1 $442k 11k 39.17
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $438k 13k 34.57