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
-0.32%
+4.36%
13,432.6
 
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
+1.40%
+1.93%
65,015.2
 
USIG
iShares U.S. Credit Bond ETF
1,420,734
72,571.1
+1.01%
14.480
+0.15%
0.570
+1.26%
+4.17%
14,017.8
 
MBB
iShares MBS ETF
689,633
64,673.8
+2.94%
12.910
+0.37%
0.180
-0.13%
+3.73%
39,022.6
 
STIP
iShares 0-5 Year TIPS Bond ETF
216,913
22,444.0
+2.59%
4.480
+0.11%
0.190
+0.35%
+3.91%
12,656.5
 
VTI
Vanguard Total Stock Market ETF
79,486
21,846.1
+5.02%
4.360
+0.21%
0.000
+17.05%
+6.98%
450,247.8
 
VOO
Vanguard S&P 500 ETF
40,097
20,606.2
+3.22%
4.110
+0.13%
0.000
+16.76%
+7.46%
616,819.8
 
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
+23.01%
+16.22%
17,629.5
 
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
+17.00%
+7.42%
2,230.2
 
MGC
Vanguard Mega Cap 300 Index ETF
64,748
13,039.0
+17.26%
2.600
+0.38%
0.180
+17.69%
+7.50%
6,299.4
 

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
$283.63
5.66%
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
$49.37
0.96%
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
$40.64
12.45%
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
$227.39
6.78%
Add 17.26%
64,748
9,529
MBB
iShares MBS ETF
2025-03-31
Add
Add
+0.37%
●
90.37 ($92.49) 94.08
$93.11
0.67%
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
$26.51
0.84%
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
$45.98
0.55%
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
$308.03
6.02%
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
$76.88
0.84%
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
$51.18
1.03%
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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