Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Sept. 30, 2025

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