Sensible Financial Planning & Management, LLC. Top Holdings and 13F Report (2025) About Sensible Financial Planning & Management, LLC.Investment ActivitySensible Financial Planning & Management, LLC. has $482.48 million in total holdings as of December 31, 2024.Sensible Financial Planning & Management, LLC. owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.25% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Sensible Financial Planning & Management, LLC. has purchased 53 new stocks and bought additional shares in 15 stocks.Sensible Financial Planning & Management, LLC. sold shares of 12 stocks and completely divested from 24 stocks this quarter.Largest Holdings Schwab U.S. TIPS ETF $75,824,513Vanguard Total International Bond ETF $73,983,595iShares Broad USD Investment Grade Corporate Bond ETF $70,717,527iShares MBS ETF $61,417,593Vanguard Total Stock Market ETF $21,935,277 Largest Purchases this Quarter Schwab U.S. TIPS ETF 1,439,787 shares (about $37.19M)Schwab US Large-Cap ETF 332,404 shares (about $7.71M)Vanguard Mega Cap ETF 10,548 shares (about $2.24M)Dimensional Inflation-Protected Securities ETF 41,394 shares (about $1.68M)iShares 0-5 Year TIPS Bond ETF 9,345 shares (about $940.11K) Largest Sales this Quarter Vanguard Total International Bond ETF 22,966 shares (about $1.13M)Vanguard Total Stock Market ETF 2,811 shares (about $814.66K)iShares MSCI USA Momentum Factor ETF 3,483 shares (about $720.71K)Vanguard Value ETF 1,717 shares (about $290.68K)SPDR S&P Fossil Fuel Reserves Free ETF 4,294 shares (about $206.76K) 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$75,824,513$37,189,701 ▲96.3%2,935,52115.7%ETFBNDXVanguard Total International Bond ETF$73,983,595$1,126,482 ▼-1.5%1,508,33015.3%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$70,717,527$53,699 ▲0.1%1,406,47414.7%ManufacturingMBBiShares MBS ETF$61,417,593$96,356 ▲0.2%669,91312.7%ETFVTIVanguard Total Stock Market ETF$21,935,277$814,661 ▼-3.6%75,6884.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$21,271,225$940,105 ▲4.6%211,4444.4%ETFVOOVanguard S&P 500 ETF$20,931,672$501,093 ▲2.5%38,8484.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$20,239,554$720,705 ▼-3.4%97,8134.2%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$18,379,174$206,756 ▼-1.1%381,7073.8%ETFSCHXSchwab US Large-Cap ETF$11,775,064$7,705,121 ▲189.3%507,9842.4%ETFMGCVanguard Mega Cap ETF$11,742,873$2,243,138 ▲23.6%55,2192.4%ETFVTCVanguard Total Corporate Bond Fund$10,725,382$834,930 ▲8.4%141,6642.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$9,764,031$937,723 ▲10.6%215,3512.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,662,741$405,737 ▲4.9%253,8161.8%ETFSCHHSchwab U.S. REIT ETF$7,320,717$85,988 ▼-1.2%347,6121.5%ETFDFIPDimensional Inflation-Protected Securities ETF$7,030,882$1,676,081 ▲31.3%173,6411.5%ETFVUGVanguard Growth ETF$5,341,056$7,388 ▼-0.1%13,0131.1%ETFVEAVanguard FTSE Developed Markets ETF$4,272,045$44,329 ▼-1.0%89,3360.9%ETFVBVanguard Small-Cap ETF$3,835,666$192,708 ▲5.3%15,9630.8%ETFVNQVanguard Real Estate ETF$2,894,757$33,405 ▼-1.1%32,4960.6%ETFVWOVanguard FTSE Emerging Markets ETF$2,555,789$69,628 ▼-2.7%58,0330.5%ETFCBTCabot$2,368,673$127,469 ▼-5.1%25,9410.5%Basic MaterialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,358,210$70,306 ▼-2.9%48,7030.5%ManufacturingBNDWVanguard Total World Bond ETF$1,761,254$791,129 ▲81.5%25,8290.4%ETFVTVVanguard Value ETF$1,717,477$290,676 ▼-14.5%10,1450.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,496,224$366,488 ▲32.4%11,6150.3%ManufacturingDFATDimensional U.S. Targeted Value ETF$924,4020.0%16,6080.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$866,931$331,895 ▲62.0%11,3860.2%ManufacturingDFAIDimensional International Core Equity Market ETF$370,3190.0%12,6820.1%ETFVOVanguard Mid-Cap ETF$0$2,277 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$1,981 ▼-100.0%00.0%FinanceAAPLApple$0$1,577 ▼-100.0%00.0%Computer and TechnologyVTHRVanguard Russell 3000 ETF$0$1,532 ▼-100.0%00.0%ETFTPLTexas Pacific Land$0$953 ▼-100.0%00.0%Oils/EnergyDHRDanaher$0$701 ▼-100.0%00.0%MedicalVBRVanguard Small-Cap Value ETF$0$678 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$568 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$521 ▼-100.0%00.0%FinanceIWBiShares Russell 1000 ETF$0$506 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$411 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$378 ▼-100.0%00.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$0$349 ▼-100.0%00.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$325 ▼-100.0%00.0%ETFMSFTMicrosoft$0$319 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$314 ▼-100.0%00.0%FinanceVIGVanguard Dividend Appreciation ETF$0$289 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$269 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$247 ▼-100.0%00.0%ETFVOEVanguard Mid-Cap Value ETF$0$230 ▼-100.0%00.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$0$216 ▼-100.0%00.0%ETFESGEiShares ESG Aware MSCI EM ETF$0$213 ▼-100.0%00.0%ManufacturingVXUSVanguard Total International Stock ETF$0$212 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$203 ▼-100.0%00.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
