Sensible Financial Planning & Management, LLC. Top Holdings and 13F Report (2024) About Sensible Financial Planning & Management, LLC.Investment ActivitySensible Financial Planning & Management, LLC. has $506.52 thousand in total holdings as of September 30, 2024.Sensible Financial Planning & Management, LLC. owns shares of 53 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.80% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Sensible Financial Planning & Management, LLC. has purchased 27 new stocks and bought additional shares in 15 stocks.Sensible Financial Planning & Management, LLC. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. TIPS ETF $80,216Vanguard Total International Bond ETF $76,994iShares Broad USD Investment Grade Corporate Bond ETF $73,896iShares MBS ETF $64,084Vanguard Total Stock Market ETF $22,228 Largest New Holdings this Quarter Vanguard Mid-Cap ETF $2,277 HoldingSPDR S&P 500 ETF Trust $1,981 HoldingApple $1,577 HoldingVanguard Russell 3000 ETF $1,532 HoldingiShares ESG Aware MSCI USA ETF $1,107 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 8,630 shares (about $2.28K)SPDR S&P 500 ETF Trust 3,453 shares (about $1.98K)Apple 6,770 shares (about $1.58K)Vanguard Russell 3000 ETF 6,038 shares (about $1.53K)Schwab U.S. TIPS ETF 25,392 shares (about $1.36K) Largest Sales this Quarter Schwab US Large-Cap ETF 7,970 shares (about $540.76)iShares MSCI USA Momentum Factor ETF 1,854 shares (about $375.92)Vanguard Small-Cap ETF 1,156 shares (about $274.19)Vanguard S&P 500 ETF 481 shares (about $253.81)Vanguard Real Estate ETF 1,160 shares (about $113.00) Sector Allocation Over TimeMap of 500 Largest Holdings ofSensible Financial Planning & Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHPSchwab U.S. TIPS ETF$80,216$1,362 ▲1.7%1,495,73415.8%ETFBNDXVanguard Total International Bond ETF$76,994$894 ▲1.2%1,531,29615.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$73,896$1,213 ▲1.7%1,405,40614.6%ManufacturingMBBiShares MBS ETF$64,084$743 ▲1.2%668,86212.7%ETFVTIVanguard Total Stock Market ETF$22,228$378 ▲1.7%78,4994.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$20,539$376 ▼-1.8%101,2964.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$20,477$294 ▲1.5%202,0994.0%ETFVOOVanguard S&P 500 ETF$20,008$254 ▼-1.3%37,9184.0%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$18,239$69 ▲0.4%386,0013.6%ETFSCHXSchwab US Large-Cap ETF$11,913$541 ▼-4.3%175,5802.4%ETFVTCVanguard Total Corporate Bond Fund$10,359$35 ▼-0.3%130,6362.0%ETFMGCVanguard Mega Cap ETF$9,231$414 ▲4.7%44,6711.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$9,190$119 ▲1.3%194,6691.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,087$208 ▲2.3%241,9281.8%ETFSCHHSchwab U.S. REIT ETF$8,149$106 ▲1.3%351,6951.6%ETFDFIPDimensional Inflation-Protected Securities ETF$5,591$279 ▲5.3%132,2471.1%ETFVUGVanguard Growth ETF$5,003$26 ▼-0.5%13,0311.0%ETFVEAVanguard FTSE Developed Markets ETF$4,767$791 ▲19.9%90,2630.9%ETFVBVanguard Small-Cap ETF$3,596$274 ▼-7.1%15,1610.7%ETFVNQVanguard Real Estate ETF$3,202$113 ▼-3.4%32,8710.6%ETFCBTCabot$3,055$94 ▼-3.0%27,3370.6%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$2,853$342 ▲13.6%59,6140.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,473$30 ▼-1.2%50,1550.5%ManufacturingVOVanguard Mid-Cap ETF$2,277$2,277 ▲New Holding8,6300.4%ETFVTVVanguard Value ETF$2,071$43 ▼-2.0%11,8620.4%ETFSPYSPDR S&P 500 ETF Trust$1,981$1,981 ▲New Holding3,4530.4%FinanceAAPLApple$1,577$1,577 ▲New Holding6,7700.3%Computer and TechnologyVTHRVanguard Russell 3000 ETF$1,532$1,532 ▲New Holding6,0380.3%ETFESGUiShares ESG Aware MSCI USA ETF$1,107$1,107 ▲New Holding8,7700.2%ManufacturingBNDWVanguard Total World Bond ETF$1,005$120 ▲13.6%14,2270.2%ETFTPLTexas Pacific Land$953$953 ▲New Holding1,0770.2%Oils/EnergyDFATDimensional U.S. Targeted Value ETF$9240.0%16,6080.2%ETFDHRDanaher$701$701 ▲New Holding2,5230.1%Multi-Sector ConglomeratesVBRVanguard Small-Cap Value ETF$678$678 ▲New Holding3,3790.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$591$591 ▲New Holding7,0270.1%ManufacturingVTVanguard Total World Stock ETF$568$568 ▲New Holding4,7420.1%ETFEFAiShares MSCI EAFE ETF$521$521 ▲New Holding6,2240.1%FinanceIWBiShares Russell 1000 ETF$506$506 ▲New Holding1,6080.1%ETFVVVanguard Large-Cap ETF$411$411 ▲New Holding1,5600.1%ETFDFAIDimensional International Core Equity Market ETF$4030.0%12,6820.1%ETFEEMiShares MSCI Emerging Markets ETF$378$378 ▲New Holding8,2480.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$349$349 ▲New Holding6,0830.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$325$325 ▲New Holding3,5350.1%ETFMSFTMicrosoft$319$319 ▲New Holding7410.1%Computer and TechnologyQQQInvesco QQQ$314$314 ▲New Holding6440.1%FinanceVIGVanguard Dividend Appreciation ETF$289$289 ▲New Holding1,4610.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$269$269 ▲New Holding2,4950.1%ETFIVEiShares S&P 500 Value ETF$247$247 ▲New Holding1,2510.0%ETFVOEVanguard Mid-Cap Value ETF$230$230 ▲New Holding1,3720.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$216$216 ▲New Holding3,0840.0%ETFESGEiShares ESG Aware MSCI EM ETF$213$213 ▲New Holding5,8540.0%ManufacturingVXUSVanguard Total International Stock ETF$212$212 ▲New Holding3,2730.0%ETFIVViShares Core S&P 500 ETF$203$203 ▲New Holding3520.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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