SF

Sensible Financial Planning & Management, LLC.

13F
Sensible Financial Planning & Management, LLC.
Last update 2025-04-28 30 Stocks (1 new)
Value $501.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHP(16.13%)BNDX(15.21%)USIG(14.48%)MBB(12.91%)STIP(4.48%)
Summary Stock Picks Current Portfolio
Sensible Financial Planning & ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHP
Schwab U.S. Tips ETF
3,004,986
80,804.1
+2.37%
16.130
+0.37%
0.610
+0.99%
+4.24%
13,417.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
1,561,206
76,218.1
+3.51%
15.210
+0.52%
0.120
+1.57%
+1.80%
64,936.2
 
USIG
iShares U.S. Credit Bond ETF
1,420,734
72,571.1
+1.01%
14.480
+0.15%
0.570
+2.74%
+3.72%
13,957.6
 
MBB
iShares MBS ETF
689,633
64,673.8
+2.94%
12.910
+0.37%
0.180
+0.64%
+3.37%
38,884.3
 
STIP
iShares 0-5 Year TIPS Bond ETF
216,913
22,444.0
+2.59%
4.480
+0.11%
0.190
+1.04%
+4.02%
12,670.1
 
VTI
Vanguard Total Stock Market ETF
79,486
21,846.1
+5.02%
4.360
+0.21%
0.000
+23.77%
+6.14%
446,695.8
 
VOO
Vanguard S&P 500 ETF
40,097
20,606.2
+3.22%
4.110
+0.13%
0.000
+23.47%
+6.60%
611,876.4
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
95,853
19,374.8
-2.00%
3.870
-0.08%
0.140
+30.84%
+15.83%
17,570.6
 
SPYX
SSGA SPDR S&P 500 Fossil Fuel Free ETF
SSGA SPDR S&P 500 Fossil Fuel Free ETF
386,855
17,698.6
+1.35%
3.530
+0.05%
0.890
+23.71%
+6.52%
2,211.6
 
MGC
Vanguard Mega Cap 300 Index ETF
64,748
13,039.0
+17.26%
2.600
+0.38%
0.180
+24.47%
+6.66%
6,250.1
 

Sensible Financial Planning & Management, LLC.'s Historical Top Holdings Breakdowns

Sensible Financial Planning & Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VO
Vanguard Mid-Cap ETF
2025-03-31
New Buy
New Buy
+0.57%
●
251.87 ($268.43) 277.95
$282.23
5.14%
New holding
11,136
11,136
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.52%
●
48.33 ($48.9) 49.5
$49.31
0.84%
Add 3.51%
1,561,206
52,876
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-0.44%
●
33.84 ($36.14) 37.77
$40.14
11.07%
Reduce -24.6%
191,376
-62,440
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Add
Add
+0.38%
●
199.2 ($212.96) 222.69
$225.61
5.94%
Add 17.26%
64,748
9,529
MBB
iShares MBS ETF
2025-03-31
Add
Add
+0.37%
●
90.37 ($92.49) 94.08
$92.78
0.31%
Add 2.94%
689,633
19,720
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.37%
●
25.69 ($26.29) 26.89
$26.48
0.72%
Add 2.37%
3,004,986
69,465
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.31%
●
44.68 ($45.73) 46.49
$45.83
0.22%
Add 15.76%
249,288
33,937
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.21%
●
271.18 ($290.53) 303.12
$305.60
5.19%
Add 5.02%
79,486
3,798
VTC
Vanguard Total Corporate ETF
2025-03-31
Add
Add
+0.16%
●
74.74 ($76.24) 77.39
$76.56
0.42%
Add 7.46%
152,234
10,570
USIG
iShares U.S. Credit Bond ETF
2025-03-31
Add
Add
+0.15%
●
49.67 ($50.66) 51.43
$50.96
0.59%
Add 1.01%
1,420,734
14,260

Sensible Financial Planning & Management, LLC. Total Holding History ($B)

To

Sensible Financial Planning & Management, LLC.'s Asset Allocation

To

Sensible Financial Planning & Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sensible Financial Planning & Management, LLC.'s Hypothetical Growth since 2025-03-31

Sensible Financial Planning & Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sensible Financial Planning & Management, LLC.'s Holdings Heat Map

Size field:

Sensible Financial Planning & Management, LLC.'s Holdings Bubble Chart

Sensible Financial Planning & Management, LLC. News

  • 1

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