Sensible Financial Planning & Management, LLC. Portfolio Holdings - 13F Filings | 13F Fund Database
Sensible Financial Planning & Management, LLC. 13F Holdings
CIK 0001567738 · WALTHAM, MA
As of Sep 30, 2025, Sensible Financial Planning & Management, LLC. reported
31 positions worth $550.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US TIPS ETF | SCHP | — | 3,088,558 | $83.2M | 15.12% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 1,677,297 | $83.0M | 15.07% |
| ISHARES MBS ETF | MBB | — | 796,082 | $75.7M | 13.76% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 1,407,927 | $73.5M | 13.35% |
| VANGUARD 500 INDEX FUND | VOO | — | 45,017 | $27.6M | 5.01% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 79,427 | $26.1M | 4.73% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 222,335 | $23.0M | 4.17% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 88,088 | $22.6M | 4.10% |
| STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF | SPYX | — | 395,140 | $21.7M | 3.94% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 63,370 |
|
5.5M2.81% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 495,277 |
3.0M | 2.37% |
| VANGUARD SCOTTSDALE FDS | — | — | 146,989 |
1.5M | 2.09% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 240,360 |
1.3M | 2.05% |
| DIMENSIONAL ETF TRUST | DFIP | — | 194,181 | $8.2M | 1.49% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 173,336 | $7.4M | 1.35% |
| SCHWAB US REIT ETF | SCHH | — | 322,193 | $6.9M | 1.26% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 13,476 | $6.5M | 1.17% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 94,692 | $5.7M | 1.03% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 20,143 | $5.1M | 0.93% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 61,463 | $3.3M | 0.60% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 10,684 | $3.1M | 0.57% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 20,227 | $2.9M | 0.53% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 29,990 | $2.7M | 0.50% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 44,307 | $2.2M | 0.41% |
| VANGUARD VALUE INDEX FUND | VTV | — | 10,664 | $2.0M | 0.36% |