Sensible Financial Planning & Management, LLC. 13F Filings Explorer

CIK: 0001567738

Momentum followerQuality / disciplined sizingLong-term holder

Total reported value

$550.7M

Reporting period: 2025-09-30 · Number of holdings: 31

Sensible Financial Planning & Management, LLC. disclosed 31 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $550.7M and a quarterly turnover rate of 9.9%.

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Personality snowflake

Concentration: 38.12
Portfolio Stability: 9.92
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 62
Sizing Uniformity: 85.79

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim USIG
+1.1%　$950.9K
Trim SCHP
+2.2%　$2.4M
Add VOO
+5.3%　$7.0M
Add MBB
+7.9%　$11.1M
Add SPYX
+2.5%　$4.0M
Add VTI
+0.0%　$4.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHP	Schwab U.s. Tips ETF	ETF-Other	15.12%	-1.01%	+2.20%
2	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	15.07%	-0.14%	+4.50%
3	MBB	Ishares Mbs ETF	ETF-Other	13.76%	+0.85%	+7.85%
4	USIG	Ishares Broad Usd Investment	ETF-Other	13.35%	-1.13%	+1.11%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.01%	+0.90%	+5.33%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	4.73%	+0.37%	+0.02%
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.17%	-0.31%	+1.30%
8	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	4.10%	+0.23%	-4.02%
9	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-Large Cap & Growth	3.94%	+0.41%	+2.49%
10	MGC	Vanguard Mega Cap ETF	ETF-Other	2.81%	+0.21%	-4.29%
11	SCHX	Schwab US Large-cap ETF	ETF-Other	2.37%	+0.14%	-2.36%
12	VTC	Vanguard Total Corporate Bnd	ETF-Corp Bonds	2.09%	-0.24%	+2.32%
13	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	2.05%	-0.25%	-0.31%
14	DFIP	Dimensional Inflation-protec	ETF-Other	1.49%	-0.07%	+13.90%
15	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.35%	-0.04%	-1.87%
16	SCHH	Schwab US Reit ETF	ETF-Other	1.26%	-0.27%	-3.51%
17	VUG	Vanguard Growth ETF	ETF-Other	1.17%	+0.18%	-0.06%
18	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.03%	+0.05%	-1.65%
19	VB	Vanguard Small-cap ETF	ETF-Other	0.93%	+0.08%	-2.09%
20	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.60%	+0.01%	+0.76%
21	VO	Vanguard Mid-cap ETF	ETF-Other	0.57%	—	-2.36%
22	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.53%	+0.25%	+9.97%
23	VNQ	Vanguard Real Estate ETF	ETF-Other	0.50%	-0.08%	-3.56%
24	VTIP	Vanguard Short-term Tips	ETF-Other	0.41%	-0.07%	-5.07%
25	VTV	Vanguard Value ETF	ETF-Other	0.36%	+0.01%	+2.00%
26	BNDW	Vanguard Total World Bond Et	ETF-Other	0.35%	-0.08%	+20.77%
27	CBT	Cabot CORP	Stock-Materials	0.34%	-0.08%	-1.24%
28	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.18%	—	-3.52%
29	DFAT	Dimensional US Target Value	ETF-Other	0.17%	—	-4.75%
30	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.10%	+0.10%	NEW
31	DFAI	Dimensional International Co	ETF-Other	0.08%	—	—

Portfolio Performance

Performance for Q3 2026

+1.4%

Performance Last 4 Quarters

+8.3%

Based on 75% of reported portfolio value with available pricing

Stdev: +6.4%
Beta: +0.43
Alpha: +0.3%
Max Drawdown: -4.2%
Annualized Perf: +8.4%
Batting Avg vs S&P: +33.3%
Sortino: +2.41
Stutzer: +0.38
Treynor: +0.19
Sterling: +0.64
Calmar: +1.97
Information Ratio: -1.26
Tracking Error: +8.1%
Stdev Down: +3.4%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +17.6%
Worst 12 Months: +5.9%
Efficiency Ratio: +0.47
Sharpe: +1.29
Stdev Sectors: 0%
Skewness: -0.03
Kurtosis: +0.01
Upside Potential: +4.05

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-09-30	31	$550.7M	10	1SCHP 2BNDX 3MBB Top holdings2025-09-30 1.SCHP 2.BNDX 3.MBB 4.USIG 5.VOO 6.VTI 7.STIP 8.MTUM 9.SPYX 10.MGC
2025-06-30	37	$526.6M	0	1SCHP 2BNDX 3USIG Top holdings2025-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VOO 6.VTI 7.STIP 8.MTUM 9.SPYX 10.MGC
2025-03-31	30	$501.0M	100	1SCHP 2BNDX 3USIG Top holdings2025-03-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VTI 7.VOO 8.MTUM 9.SPYX 10.MGC
2024-12-31	29	$482.5M	0	1SCHP 2BNDX 3USIG Top holdings2024-12-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.STIP 7.VOO 8.MTUM 9.SPYX 10.SCHX
2024-09-30	53	$506.5M	0	1SCHP 2BNDX 3USIG Top holdings2024-09-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.MTUM 7.STIP 8.VOO 9.SPYX 10.SCHX
2024-06-30	27	$462.8M	0	1SCHP 2BNDX 3USIG Top holdings2024-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.MTUM 7.STIP 8.VOO 9.SPYX 10.SCHX
2024-03-31	29	$452.3M	0	1SCHP 2BNDX 3USIG Top holdings2024-03-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.MTUM 7.STIP 8.VOO 9.SPYX 10.SCHX
2023-12-31	27	$426.3M	0	1SCHP 2USIG 3BNDX Top holdings2023-12-31 1.SCHP 2.USIG 3.BNDX 4.MBB 5.VTI 6.STIP 7.MTUM 8.VOO 9.SPYX 10.SCHX
2023-09-30	28	$397.7M	0	1SCHP 2BNDX 3USIG Top holdings2023-09-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.STIP 7.MTUM 8.SPYX 9.VOO 10.SCHX
2023-06-30	32	$425.8M	0	1SCHP 2BNDX 3USIG Top holdings2023-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.STIP 7.MTUM 8.SPYX 9.VOO 10.SCHX
2023-03-31	32	$423.8M	0	1SCHP 2BNDX 3USIG Top holdings2023-03-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VOO 7.VTI 8.MTUM 9.SPYX 10.SCHX
2022-12-31	32	$402.5M	0	1SCHP 2USIG 3BNDX Top holdings2022-12-31 1.SCHP 2.USIG 3.BNDX 4.MBB 5.STIP 6.VOO 7.VTI 8.MTUM 9.SPYX 10.SCHX
2022-09-30	43	$388.8M	0	1SCHP 2BNDX 3USIG Top holdings2022-09-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VTI 7.MTUM 8.VOO 9.SPYX 10.SCHX
2022-06-30	47	$396.3M	0	1SCHP 2BNDX 3USIG Top holdings2022-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VTI 7.MTUM 8.VOO 9.SCHX 10.SPYX
2022-03-31	43	$374.2M	0	1BNDX 2SCHZ 3SCHP Top holdings2022-03-31 1.BNDX 2.SCHZ 3.SCHP 4.USIG 5.MBB 6.VTI 7.STIP 8.MTUM 9.SCHX 10.VOO
2021-12-31	43	$351.8M	0	1BNDX 2SCHZ 3BIV Top holdings2021-12-31 1.BNDX 2.SCHZ 3.BIV 4.VTI 5.MTUM 6.SCHP 7.STIP 8.SCHX 9.VOO 10.SPYX
2021-09-30	44	$307.0M	0	1BNDX 2SCHZ 3VTI Top holdings2021-09-30 1.BNDX 2.SCHZ 3.VTI 4.SCHP 5.MTUM 6.STIP 7.SCHX 8.VOO 9.SPYX 10.BIV
2021-06-30	44	$296.2M	96	1BNDX 2SCHZ 3VTI Top holdings2021-06-30 1.BNDX 2.SCHZ 3.VTI 4.STIP 5.SCHP 6.MTUM 7.VOO 8.SCHX 9.BIV 10.SPYX
2021-03-31	42	$272.4M	5	1BNDX 2SCHZ 3VTI Top holdings2021-03-31 1.BNDX 2.SCHZ 3.VTI 4.STIP 5.SCHP 6.MTUM 7.VOO 8.SCHX 9.BIV 10.SPYX
2020-12-31	43	$268.3M	10	1BNDX 2SCHZ 3VTI Top holdings2020-12-31 1.BNDX 2.SCHZ 3.VTI 4.STIP 5.SCHP 6.MTUM 7.VOO 8.SCHX 9.BIV 10.SPYX
2020-09-30	37	$244.5M	7	1BNDX 2SCHZ 3STIP Top holdings2020-09-30 1.BNDX 2.SCHZ 3.STIP 4.SCHX 5.VTI 6.SCHP 7.VOO 8.MTUM 9.BIV 10.SPYX
2020-06-30	36	$233.0M	12	1BNDX 2SCHZ 3VOO Top holdings2020-06-30 1.BNDX 2.SCHZ 3.VOO 4.SCHX 5.BIV 6.VTI 7.SCHP 8.STIP 9.MTUM 10.BND
2020-03-31	34	$209.9M	17	1BNDX 2SCHZ 3VOO Top holdings2020-03-31 1.BNDX 2.SCHZ 3.VOO 4.SCHX 5.BIV 6.SCHP 7.VTI 8.MTUM 9.STIP 10.BND
2019-12-31	40	$237.3M	11	1BNDX 2SCHZ 3VOO Top holdings2019-12-31 1.BNDX 2.SCHZ 3.VOO 4.SCHX 5.BIV 6.VTI 7.SCHP 8.STIP 9.BND 10.VEA
2019-09-30	35	$231.6M	12	1SCHZ 2BNDX 3VOO Top holdings2019-09-30 1.SCHZ 2.BNDX 3.VOO 4.BIV 5.SCHX 6.VTI 7.BND 8.STIP 9.SCHP 10.AGG
2019-06-30	33	$233.7M	6	1SCHZ 2BNDX 3VOO Top holdings2019-06-30 1.SCHZ 2.BNDX 3.VOO 4.BIV 5.SCHX 6.VTI 7.BND 8.AGG 9.VTIP 10.VEA
2019-03-31	32	$221.1M	7	1SCHZ 2BNDX 3VOO Top holdings2019-03-31 1.SCHZ 2.BNDX 3.VOO 4.BIV 5.SCHX 6.VTI 7.BND 8.AGG 9.VTIP 10.VEA
2018-12-31	30	$206.4M	21	1SCHZ 2BNDX 3BIV Top holdings2018-12-31 1.SCHZ 2.BNDX 3.BIV 4.VOO 5.SCHX 6.VTI 7.BND 8.AGG 9.VTIP 10.VEA
2018-09-30	29	$215.5M	7	1SCHZ 2BNDX 3VOO Top holdings2018-09-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.SCHX 6.AGG 7.VTI 8.VTIP 9.VNQ 10.VEA
2018-06-30	30	$210.9M	13	1SCHZ 2BNDX 3VOO Top holdings2018-06-30 1.SCHZ 2.BNDX 3.VOO 4.AGG 5.BND 6.VTI 7.SCHX 8.VTIP 9.VNQ 10.VEA
2018-03-31	31	$209.7M	8	1SCHZ 2BNDX 3AGG Top holdings2018-03-31 1.SCHZ 2.BNDX 3.AGG 4.VOO 5.BND 6.VTI 7.VTIP 8.SCHX 9.VNQ 10.VEA
2017-12-31	29	$195.9M	9	1SCHZ 2BNDX 3AGG Top holdings2017-12-31 1.SCHZ 2.BNDX 3.AGG 4.VOO 5.BND 6.VTI 7.VTIP 8.SCHX 9.VNQ 10.VEA
2017-09-30	27	$181.4M	17	1SCHZ 2BNDX 3VOO Top holdings2017-09-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.AGG 6.VTI 7.VTIP 8.VNQ 9.SCHX 10.VEA
2017-06-30	26	$159.8M	5	1SCHZ 2BNDX 3VOO Top holdings2017-06-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.AGG 9.SCHP 10.VEA
2017-03-31	26	$155.4M	8	1SCHZ 2BNDX 3VOO Top holdings2017-03-31 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.SCHP 9.VEA 10.VTV
2016-12-31	26	$144.5M	4	1SCHZ 2BNDX 3VOO Top holdings2016-12-31 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.SCHP 9.VEA 10.VTV
2016-09-30	80	$145.4M	5	1SCHZ 2BNDX 3VOO Top holdings2016-09-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.SCHP 9.VEA 10.VTV
2016-06-30	85	$142.8M	5	1SCHZ 2BNDX 3VOO Top holdings2016-06-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.VEA 9.SCHP 10.VTV
2016-03-31	79	$137.0M	9	1SCHZ 2BNDX 3VOO Top holdings2016-03-31 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.VEA 9.SCHP 10.VTV
2015-12-31	83	$131.4M	6	1SCHZ 2BNDX 3BND Top holdings2015-12-31 1.SCHZ 2.BNDX 3.BND 4.VOO 5.VTIP 6.VTI 7.VEA 8.VNQ 9.VTV 10.SCHP
2015-09-30	74	$127.6M	15	1SCHZ 2BNDX 3BND Top holdings2015-09-30 1.SCHZ 2.BNDX 3.BND 4.VOO 5.VTIP 6.VTI 7.VEA 8.VNQ 9.VTV 10.SCHP
2015-06-30	76	$121.4M	21	1SCHZ 2BNDX 3BND Top holdings2015-06-30 1.SCHZ 2.BNDX 3.BND 4.VTIP 5.VTI 6.VOO 7.VNQ 8.VTV 9.AGG 10.SCHP
2015-03-31	33	$110.1M	31	1SCHZ 2BNDX 3VTIP Top holdings2015-03-31 1.SCHZ 2.BNDX 3.VTIP 4.BND 5.VTI 6.VNQ 7.VOO 8.VTV 9.AGG 10.SCHP
2014-12-31	72	$97.9M	36	1BNDX 2SCHZ 3VTIP Top holdings2014-12-31 1.BNDX 2.SCHZ 3.VTIP 4.BND 5.VTI 6.VNQ 7.VTV 8.AGG 9.VWOB 10.EWC
2014-09-30	71	$114.9M	0	1BNDX 2SCHZ 3VTIP Top holdings2014-09-30 1.BNDX 2.SCHZ 3.VTIP 4.BND 5.VWOB 6.VNQ 7.VTV 8.EWC 9.AGG 10.SCHP

Holding changes this quarter

Sensible Financial Planning & Management, LLC.'s most significant position changes for 2025-09-30: New buy: Ishares INC Ishares Esg Awar (ESGE); Trim: Ishares Broad Usd Investment (USIG) — shares +1.11%; Add: Schwab U.s. Tips ETF (SCHP) — shares +2.20%; Add: Vanguard S&p 500 ETF (VOO) — shares +5.33%; Add: Ishares Mbs ETF (MBB) — shares +7.85%.

Position changes disclosed by Sensible Financial Planning & Management, LLC. for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.9%	+5.33%	Add
2	MBB	Ishares Mbs ETF	+0.9%	+7.85%	Add
3	SPYX	Ss Spdr S&p 500 Foss Fl ETF	+0.4%	+2.49%	Add
4	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+0.02%	Trim
5	ESGU	Ishares Esg Aware Msci USA	+0.3%	+9.97%	Add
6	MTUM	Ishares Msci USA Momentum Fa	+0.2%	-4.02%	Trim
7	MGC	Vanguard Mega Cap ETF	+0.2%	-4.29%	Trim
8	VUG	Vanguard Growth ETF	+0.2%	-0.06%	Add
9	SCHX	Schwab US Large-cap ETF	+0.1%	-2.36%	Trim
10	VB	Vanguard Small-cap ETF	+0.1%	-2.09%	Add
11	VEA	Vanguard Ftse Developed ETF	+0.1%	-1.65%	Trim
12	VWO	Vanguard Ftse Emerging Marke	0%	+0.76%	Trim
13	VTV	Vanguard Value ETF	0%	+2.00%	Add
14	VO	Vanguard Mid-cap ETF	—	-2.36%	Trim
15	ESGD	Ishares Trust Ishares Esg Aw	—	-3.52%	Trim
16	DFAT	Dimensional US Target Value	—	-4.75%	Trim
17	DFAI	Dimensional International Co	—	—	Unchanged
18	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	-1.87%	Trim
19	DFIP	Dimensional Inflation-protec	-0.1%	+13.90%	Add
20	VTIP	Vanguard Short-term Tips	-0.1%	-5.07%	Trim
21	CBT	Cabot CORP	-0.1%	-1.24%	Trim
22	BNDW	Vanguard Total World Bond Et	-0.1%	+20.77%	Trim
23	VNQ	Vanguard Real Estate ETF	-0.1%	-3.56%	Trim
24	BNDX	Vanguard Total Intl Bond ETF	-0.1%	+4.50%	Add
25	VTC	Vanguard Total Corporate Bnd	-0.2%	+2.32%	Trim
26	VMBS	Vanguard Mortgage-backed Sec	-0.3%	-0.31%	Trim
27	SCHH	Schwab US Reit ETF	-0.3%	-3.51%	Trim
28	STIP	Ishares 0-5 Year Tips Bond E	-0.3%	+1.30%	Add
29	SCHP	Schwab U.s. Tips ETF	-1%	+2.20%	Add
30	USIG	Ishares Broad Usd Investment	-1.1%	+1.11%	Trim
31	ESGE	Ishares INC Ishares Esg Awar	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-05	13F-HR	View on EDGAR
2025-06-30	2025-08-08	13F-HR	View on EDGAR
2025-03-31	2025-04-28	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-10-28	13F-HR	View on EDGAR
2024-06-30	2024-07-18	13F-HR	View on EDGAR
2024-03-31	2024-05-06	13F-HR	View on EDGAR
2023-12-31	2024-02-02	13F-HR	View on EDGAR
2023-09-30	2023-10-27	13F-HR	View on EDGAR
2023-06-30	2023-08-03	13F-HR	View on EDGAR
2023-03-31	2023-04-14	13F-HR	View on EDGAR
2022-12-31	2023-02-02	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-18	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-09	13F-HR	View on EDGAR
2021-06-30	2021-07-29	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-24	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-07	13F-HR	View on EDGAR
2019-12-31	2020-02-12	13F-HR	View on EDGAR
2019-09-30	2019-10-28	13F-HR	View on EDGAR
2019-06-30	2019-08-07	13F-HR	View on EDGAR
2019-03-31	2019-05-01	13F-HR	View on EDGAR
2018-12-31	2019-02-06	13F-HR	View on EDGAR
2018-09-30	2018-10-29	13F-HR	View on EDGAR
2018-06-30	2018-08-07	13F-HR	View on EDGAR
2018-03-31	2018-05-11	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-01	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-04	13F-HR	View on EDGAR
2016-12-31	2017-02-06	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-13	13F-HR	View on EDGAR
2015-12-31	2016-02-12	13F-HR	View on EDGAR
2015-09-30	2015-11-06	13F-HR	View on EDGAR
2015-06-30	2015-08-25	13F-HR	View on EDGAR
2015-03-31	2015-05-14	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-21	13F-HR	View on EDGAR

FAQ

What is Sensible Financial Planning & Management, LLC. and what type of investor is it?

Sensible Financial Planning & Management, LLC. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately $550.7M, spread across 31 disclosed positions.

What are Sensible Financial Planning & Management, LLC.'s largest equity positions?

Based on the latest 13F filing, Sensible Financial Planning & Management, LLC.'s top holdings by market value are: 1. Schwab U.s. Tips ETF (SCHP) — $83.2M (15.1%) 2. Vanguard Total Intl Bond ETF (BNDX) — $83.0M (15.1%) 3. Ishares Mbs ETF (MBB) — $75.7M (13.8%) 4. Ishares Broad Usd Investment (USIG) — $73.5M (13.3%) 5. Vanguard S&p 500 ETF (VOO) — $27.6M (5.0%)

What changes did Sensible Financial Planning & Management, LLC. make in its most recent portfolio filing?

In the latest reported quarter, Sensible Financial Planning & Management, LLC. made 30 notable position adjustments: 1 new positions were initiated, 11 existing holdings were added to, 18 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares INC Ishares Esg Awar (ESGE); Trim: Ishares Broad Usd Investment (USIG) — shares +1.11%; Add: Schwab U.s. Tips ETF (SCHP) — shares +2.20%; Add: Vanguard S&p 500 ETF (VOO) — shares +5.33%; Add: Ishares Mbs ETF (MBB) — shares +7.85%

What sectors does Sensible Financial Planning & Management, LLC. focus on?

Sensible Financial Planning & Management, LLC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Materials: 100.0%

Peer Institutions

Institutions with a similar AUM

Paracle Advisors, LLC

CIK 0001648101

Total reported value

$550.8M

82 stks

2021-03-31

Stale — no recent filing

Concentration19.0

Portfolio Stability8.9

Sector conviction0.0

AUM within 0.0% of this institution

View detail

Bienville Capital Management, LLC

CIK 0001605070

Total reported value

$550.0M

74 stks

2026-03-31

Concentration15.6

Portfolio Stability67.1

Sector conviction95.5

AUM within 0.1% of this institution

View detail

Integrated Quantitative Investments LLC

CIK 0002046834

Total reported value

$551.3M

385 stks

2026-03-31

Concentration3.4

Portfolio Stability91.1

Sector conviction63.8

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Marshall Financial Group INC /adv

CIK 0000701189

Total reported value

$363.5M

53 stks

2025-09-30

Stale — no recent filing

Concentration23.2

Portfolio Stability13.8

Sector conviction86.5

2 of the top 5 holdings overlap, including Vanguard S&p 500 ETF

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Financial Management Concepts CORP /adv

CIK 0000883933

Total reported value

$137.2M

29 stks

2021-12-31

Stale — no recent filing

Concentration29.7

Portfolio Stability0.0

Sector conviction82.7

2 of the top 5 holdings overlap, including Schwab U.s. Tips ETF

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Vanguard Advisers INC

CIK 0000947529

Total reported value

$25.5B

668 stks

2026-03-31

Concentration94.4

Portfolio Stability0.0

Sector conviction71.9

2 of the top 5 holdings overlap, including Vanguard Total Intl Bond ETF

View detail

Sensible Financial Planning & Management, LLC. 13F Filings Explorer

CIK: 0001567738

Momentum followerQuality / disciplined sizingLong-term holder

Total reported value

$550.7M

Reporting period: 2025-09-30 · Number of holdings: 31

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 38.12
Portfolio Stability: 9.92
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 62
Sizing Uniformity: 85.79

Recent moves

Trim USIG
+1.1%　$950.9K
Trim SCHP
+2.2%　$2.4M
Add VOO
+5.3%　$7.0M
Add MBB
+7.9%　$11.1M
Add SPYX
+2.5%　$4.0M
Add VTI
+0.0%　$4.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHP	Schwab U.s. Tips ETF	ETF-Other	15.12%	-1.01%	+2.20%
2	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	15.07%	-0.14%	+4.50%
3	MBB	Ishares Mbs ETF	ETF-Other	13.76%	+0.85%	+7.85%
4	USIG	Ishares Broad Usd Investment	ETF-Other	13.35%	-1.13%	+1.11%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.01%	+0.90%	+5.33%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	4.73%	+0.37%	+0.02%
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.17%	-0.31%	+1.30%
8	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	4.10%	+0.23%	-4.02%
9	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-Large Cap & Growth	3.94%	+0.41%	+2.49%
10	MGC	Vanguard Mega Cap ETF	ETF-Other	2.81%	+0.21%	-4.29%
11	SCHX	Schwab US Large-cap ETF	ETF-Other	2.37%	+0.14%	-2.36%
12	VTC	Vanguard Total Corporate Bnd	ETF-Corp Bonds	2.09%	-0.24%	+2.32%
13	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	2.05%	-0.25%	-0.31%
14	DFIP	Dimensional Inflation-protec	ETF-Other	1.49%	-0.07%	+13.90%
15	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.35%	-0.04%	-1.87%
16	SCHH	Schwab US Reit ETF	ETF-Other	1.26%	-0.27%	-3.51%
17	VUG	Vanguard Growth ETF	ETF-Other	1.17%	+0.18%	-0.06%
18	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.03%	+0.05%	-1.65%
19	VB	Vanguard Small-cap ETF	ETF-Other	0.93%	+0.08%	-2.09%
20	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.60%	+0.01%	+0.76%
21	VO	Vanguard Mid-cap ETF	ETF-Other	0.57%	—	-2.36%
22	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.53%	+0.25%	+9.97%
23	VNQ	Vanguard Real Estate ETF	ETF-Other	0.50%	-0.08%	-3.56%
24	VTIP	Vanguard Short-term Tips	ETF-Other	0.41%	-0.07%	-5.07%
25	VTV	Vanguard Value ETF	ETF-Other	0.36%	+0.01%	+2.00%
26	BNDW	Vanguard Total World Bond Et	ETF-Other	0.35%	-0.08%	+20.77%
27	CBT	Cabot CORP	Stock-Materials	0.34%	-0.08%	-1.24%
28	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.18%	—	-3.52%
29	DFAT	Dimensional US Target Value	ETF-Other	0.17%	—	-4.75%
30	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.10%	+0.10%	NEW
31	DFAI	Dimensional International Co	ETF-Other	0.08%	—	—

Portfolio Performance

Performance for Q3 2026

+1.4%

Performance Last 4 Quarters

+8.3%

Based on 75% of reported portfolio value with available pricing

Stdev: +6.4%
Beta: +0.43
Alpha: +0.3%
Max Drawdown: -4.2%
Annualized Perf: +8.4%
Batting Avg vs S&P: +33.3%
Sortino: +2.41
Stutzer: +0.38
Treynor: +0.19
Sterling: +0.64
Calmar: +1.97
Information Ratio: -1.26
Tracking Error: +8.1%
Stdev Down: +3.4%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +17.6%
Worst 12 Months: +5.9%
Efficiency Ratio: +0.47
Sharpe: +1.29
Stdev Sectors: 0%
Skewness: -0.03
Kurtosis: +0.01
Upside Potential: +4.05

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-09-30	31	$550.7M	10	1SCHP 2BNDX 3MBB Top holdings2025-09-30 1.SCHP 2.BNDX 3.MBB 4.USIG 5.VOO 6.VTI 7.STIP 8.MTUM 9.SPYX 10.MGC
2025-06-30	37	$526.6M	0	1SCHP 2BNDX 3USIG Top holdings2025-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VOO 6.VTI 7.STIP 8.MTUM 9.SPYX 10.MGC
2025-03-31	30	$501.0M	100	1SCHP 2BNDX 3USIG Top holdings2025-03-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VTI 7.VOO 8.MTUM 9.SPYX 10.MGC
2024-12-31	29	$482.5M	0	1SCHP 2BNDX 3USIG Top holdings2024-12-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.STIP 7.VOO 8.MTUM 9.SPYX 10.SCHX
2024-09-30	53	$506.5M	0	1SCHP 2BNDX 3USIG Top holdings2024-09-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.MTUM 7.STIP 8.VOO 9.SPYX 10.SCHX
2024-06-30	27	$462.8M	0	1SCHP 2BNDX 3USIG Top holdings2024-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.MTUM 7.STIP 8.VOO 9.SPYX 10.SCHX
2024-03-31	29	$452.3M	0	1SCHP 2BNDX 3USIG Top holdings2024-03-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.MTUM 7.STIP 8.VOO 9.SPYX 10.SCHX
2023-12-31	27	$426.3M	0	1SCHP 2USIG 3BNDX Top holdings2023-12-31 1.SCHP 2.USIG 3.BNDX 4.MBB 5.VTI 6.STIP 7.MTUM 8.VOO 9.SPYX 10.SCHX
2023-09-30	28	$397.7M	0	1SCHP 2BNDX 3USIG Top holdings2023-09-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.STIP 7.MTUM 8.SPYX 9.VOO 10.SCHX
2023-06-30	32	$425.8M	0	1SCHP 2BNDX 3USIG Top holdings2023-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.VTI 6.STIP 7.MTUM 8.SPYX 9.VOO 10.SCHX
2023-03-31	32	$423.8M	0	1SCHP 2BNDX 3USIG Top holdings2023-03-31 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VOO 7.VTI 8.MTUM 9.SPYX 10.SCHX
2022-12-31	32	$402.5M	0	1SCHP 2USIG 3BNDX Top holdings2022-12-31 1.SCHP 2.USIG 3.BNDX 4.MBB 5.STIP 6.VOO 7.VTI 8.MTUM 9.SPYX 10.SCHX
2022-09-30	43	$388.8M	0	1SCHP 2BNDX 3USIG Top holdings2022-09-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VTI 7.MTUM 8.VOO 9.SPYX 10.SCHX
2022-06-30	47	$396.3M	0	1SCHP 2BNDX 3USIG Top holdings2022-06-30 1.SCHP 2.BNDX 3.USIG 4.MBB 5.STIP 6.VTI 7.MTUM 8.VOO 9.SCHX 10.SPYX
2022-03-31	43	$374.2M	0	1BNDX 2SCHZ 3SCHP Top holdings2022-03-31 1.BNDX 2.SCHZ 3.SCHP 4.USIG 5.MBB 6.VTI 7.STIP 8.MTUM 9.SCHX 10.VOO
2021-12-31	43	$351.8M	0	1BNDX 2SCHZ 3BIV Top holdings2021-12-31 1.BNDX 2.SCHZ 3.BIV 4.VTI 5.MTUM 6.SCHP 7.STIP 8.SCHX 9.VOO 10.SPYX
2021-09-30	44	$307.0M	0	1BNDX 2SCHZ 3VTI Top holdings2021-09-30 1.BNDX 2.SCHZ 3.VTI 4.SCHP 5.MTUM 6.STIP 7.SCHX 8.VOO 9.SPYX 10.BIV
2021-06-30	44	$296.2M	96	1BNDX 2SCHZ 3VTI Top holdings2021-06-30 1.BNDX 2.SCHZ 3.VTI 4.STIP 5.SCHP 6.MTUM 7.VOO 8.SCHX 9.BIV 10.SPYX
2021-03-31	42	$272.4M	5	1BNDX 2SCHZ 3VTI Top holdings2021-03-31 1.BNDX 2.SCHZ 3.VTI 4.STIP 5.SCHP 6.MTUM 7.VOO 8.SCHX 9.BIV 10.SPYX
2020-12-31	43	$268.3M	10	1BNDX 2SCHZ 3VTI Top holdings2020-12-31 1.BNDX 2.SCHZ 3.VTI 4.STIP 5.SCHP 6.MTUM 7.VOO 8.SCHX 9.BIV 10.SPYX
2020-09-30	37	$244.5M	7	1BNDX 2SCHZ 3STIP Top holdings2020-09-30 1.BNDX 2.SCHZ 3.STIP 4.SCHX 5.VTI 6.SCHP 7.VOO 8.MTUM 9.BIV 10.SPYX
2020-06-30	36	$233.0M	12	1BNDX 2SCHZ 3VOO Top holdings2020-06-30 1.BNDX 2.SCHZ 3.VOO 4.SCHX 5.BIV 6.VTI 7.SCHP 8.STIP 9.MTUM 10.BND
2020-03-31	34	$209.9M	17	1BNDX 2SCHZ 3VOO Top holdings2020-03-31 1.BNDX 2.SCHZ 3.VOO 4.SCHX 5.BIV 6.SCHP 7.VTI 8.MTUM 9.STIP 10.BND
2019-12-31	40	$237.3M	11	1BNDX 2SCHZ 3VOO Top holdings2019-12-31 1.BNDX 2.SCHZ 3.VOO 4.SCHX 5.BIV 6.VTI 7.SCHP 8.STIP 9.BND 10.VEA
2019-09-30	35	$231.6M	12	1SCHZ 2BNDX 3VOO Top holdings2019-09-30 1.SCHZ 2.BNDX 3.VOO 4.BIV 5.SCHX 6.VTI 7.BND 8.STIP 9.SCHP 10.AGG
2019-06-30	33	$233.7M	6	1SCHZ 2BNDX 3VOO Top holdings2019-06-30 1.SCHZ 2.BNDX 3.VOO 4.BIV 5.SCHX 6.VTI 7.BND 8.AGG 9.VTIP 10.VEA
2019-03-31	32	$221.1M	7	1SCHZ 2BNDX 3VOO Top holdings2019-03-31 1.SCHZ 2.BNDX 3.VOO 4.BIV 5.SCHX 6.VTI 7.BND 8.AGG 9.VTIP 10.VEA
2018-12-31	30	$206.4M	21	1SCHZ 2BNDX 3BIV Top holdings2018-12-31 1.SCHZ 2.BNDX 3.BIV 4.VOO 5.SCHX 6.VTI 7.BND 8.AGG 9.VTIP 10.VEA
2018-09-30	29	$215.5M	7	1SCHZ 2BNDX 3VOO Top holdings2018-09-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.SCHX 6.AGG 7.VTI 8.VTIP 9.VNQ 10.VEA
2018-06-30	30	$210.9M	13	1SCHZ 2BNDX 3VOO Top holdings2018-06-30 1.SCHZ 2.BNDX 3.VOO 4.AGG 5.BND 6.VTI 7.SCHX 8.VTIP 9.VNQ 10.VEA
2018-03-31	31	$209.7M	8	1SCHZ 2BNDX 3AGG Top holdings2018-03-31 1.SCHZ 2.BNDX 3.AGG 4.VOO 5.BND 6.VTI 7.VTIP 8.SCHX 9.VNQ 10.VEA
2017-12-31	29	$195.9M	9	1SCHZ 2BNDX 3AGG Top holdings2017-12-31 1.SCHZ 2.BNDX 3.AGG 4.VOO 5.BND 6.VTI 7.VTIP 8.SCHX 9.VNQ 10.VEA
2017-09-30	27	$181.4M	17	1SCHZ 2BNDX 3VOO Top holdings2017-09-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.AGG 6.VTI 7.VTIP 8.VNQ 9.SCHX 10.VEA
2017-06-30	26	$159.8M	5	1SCHZ 2BNDX 3VOO Top holdings2017-06-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.AGG 9.SCHP 10.VEA
2017-03-31	26	$155.4M	8	1SCHZ 2BNDX 3VOO Top holdings2017-03-31 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.SCHP 9.VEA 10.VTV
2016-12-31	26	$144.5M	4	1SCHZ 2BNDX 3VOO Top holdings2016-12-31 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.SCHP 9.VEA 10.VTV
2016-09-30	80	$145.4M	5	1SCHZ 2BNDX 3VOO Top holdings2016-09-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.SCHP 9.VEA 10.VTV
2016-06-30	85	$142.8M	5	1SCHZ 2BNDX 3VOO Top holdings2016-06-30 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.VEA 9.SCHP 10.VTV
2016-03-31	79	$137.0M	9	1SCHZ 2BNDX 3VOO Top holdings2016-03-31 1.SCHZ 2.BNDX 3.VOO 4.BND 5.VTIP 6.VTI 7.VNQ 8.VEA 9.SCHP 10.VTV
2015-12-31	83	$131.4M	6	1SCHZ 2BNDX 3BND Top holdings2015-12-31 1.SCHZ 2.BNDX 3.BND 4.VOO 5.VTIP 6.VTI 7.VEA 8.VNQ 9.VTV 10.SCHP
2015-09-30	74	$127.6M	15	1SCHZ 2BNDX 3BND Top holdings2015-09-30 1.SCHZ 2.BNDX 3.BND 4.VOO 5.VTIP 6.VTI 7.VEA 8.VNQ 9.VTV 10.SCHP
2015-06-30	76	$121.4M	21	1SCHZ 2BNDX 3BND Top holdings2015-06-30 1.SCHZ 2.BNDX 3.BND 4.VTIP 5.VTI 6.VOO 7.VNQ 8.VTV 9.AGG 10.SCHP
2015-03-31	33	$110.1M	31	1SCHZ 2BNDX 3VTIP Top holdings2015-03-31 1.SCHZ 2.BNDX 3.VTIP 4.BND 5.VTI 6.VNQ 7.VOO 8.VTV 9.AGG 10.SCHP
2014-12-31	72	$97.9M	36	1BNDX 2SCHZ 3VTIP Top holdings2014-12-31 1.BNDX 2.SCHZ 3.VTIP 4.BND 5.VTI 6.VNQ 7.VTV 8.AGG 9.VWOB 10.EWC
2014-09-30	71	$114.9M	0	1BNDX 2SCHZ 3VTIP Top holdings2014-09-30 1.BNDX 2.SCHZ 3.VTIP 4.BND 5.VWOB 6.VNQ 7.VTV 8.EWC 9.AGG 10.SCHP

Holding changes this quarter

Position changes disclosed by Sensible Financial Planning & Management, LLC. for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.9%	+5.33%	Add
2	MBB	Ishares Mbs ETF	+0.9%	+7.85%	Add
3	SPYX	Ss Spdr S&p 500 Foss Fl ETF	+0.4%	+2.49%	Add
4	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+0.02%	Trim
5	ESGU	Ishares Esg Aware Msci USA	+0.3%	+9.97%	Add
6	MTUM	Ishares Msci USA Momentum Fa	+0.2%	-4.02%	Trim
7	MGC	Vanguard Mega Cap ETF	+0.2%	-4.29%	Trim
8	VUG	Vanguard Growth ETF	+0.2%	-0.06%	Add
9	SCHX	Schwab US Large-cap ETF	+0.1%	-2.36%	Trim
10	VB	Vanguard Small-cap ETF	+0.1%	-2.09%	Add
11	VEA	Vanguard Ftse Developed ETF	+0.1%	-1.65%	Trim
12	VWO	Vanguard Ftse Emerging Marke	0%	+0.76%	Trim
13	VTV	Vanguard Value ETF	0%	+2.00%	Add
14	VO	Vanguard Mid-cap ETF	—	-2.36%	Trim
15	ESGD	Ishares Trust Ishares Esg Aw	—	-3.52%	Trim
16	DFAT	Dimensional US Target Value	—	-4.75%	Trim
17	DFAI	Dimensional International Co	—	—	Unchanged
18	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	-1.87%	Trim
19	DFIP	Dimensional Inflation-protec	-0.1%	+13.90%	Add
20	VTIP	Vanguard Short-term Tips	-0.1%	-5.07%	Trim
21	CBT	Cabot CORP	-0.1%	-1.24%	Trim
22	BNDW	Vanguard Total World Bond Et	-0.1%	+20.77%	Trim
23	VNQ	Vanguard Real Estate ETF	-0.1%	-3.56%	Trim
24	BNDX	Vanguard Total Intl Bond ETF	-0.1%	+4.50%	Add
25	VTC	Vanguard Total Corporate Bnd	-0.2%	+2.32%	Trim
26	VMBS	Vanguard Mortgage-backed Sec	-0.3%	-0.31%	Trim
27	SCHH	Schwab US Reit ETF	-0.3%	-3.51%	Trim
28	STIP	Ishares 0-5 Year Tips Bond E	-0.3%	+1.30%	Add
29	SCHP	Schwab U.s. Tips ETF	-1%	+2.20%	Add
30	USIG	Ishares Broad Usd Investment	-1.1%	+1.11%	Trim
31	ESGE	Ishares INC Ishares Esg Awar	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-05	13F-HR	View on EDGAR
2025-06-30	2025-08-08	13F-HR	View on EDGAR
2025-03-31	2025-04-28	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-10-28	13F-HR	View on EDGAR
2024-06-30	2024-07-18	13F-HR	View on EDGAR
2024-03-31	2024-05-06	13F-HR	View on EDGAR
2023-12-31	2024-02-02	13F-HR	View on EDGAR
2023-09-30	2023-10-27	13F-HR	View on EDGAR
2023-06-30	2023-08-03	13F-HR	View on EDGAR
2023-03-31	2023-04-14	13F-HR	View on EDGAR
2022-12-31	2023-02-02	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-04	13F-HR	View on EDGAR
2022-03-31	2022-05-18	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-09	13F-HR	View on EDGAR
2021-06-30	2021-07-29	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-24	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-07	13F-HR	View on EDGAR
2019-12-31	2020-02-12	13F-HR	View on EDGAR
2019-09-30	2019-10-28	13F-HR	View on EDGAR
2019-06-30	2019-08-07	13F-HR	View on EDGAR
2019-03-31	2019-05-01	13F-HR	View on EDGAR
2018-12-31	2019-02-06	13F-HR	View on EDGAR
2018-09-30	2018-10-29	13F-HR	View on EDGAR
2018-06-30	2018-08-07	13F-HR	View on EDGAR
2018-03-31	2018-05-11	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-01	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-04	13F-HR	View on EDGAR
2016-12-31	2017-02-06	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-13	13F-HR	View on EDGAR
2015-12-31	2016-02-12	13F-HR	View on EDGAR
2015-09-30	2015-11-06	13F-HR	View on EDGAR
2015-06-30	2015-08-25	13F-HR	View on EDGAR
2015-03-31	2015-05-14	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-21	13F-HR	View on EDGAR

FAQ

What is Sensible Financial Planning & Management, LLC. and what type of investor is it?

What are Sensible Financial Planning & Management, LLC.'s largest equity positions?

What changes did Sensible Financial Planning & Management, LLC. make in its most recent portfolio filing?

What sectors does Sensible Financial Planning & Management, LLC. focus on?

Sensible Financial Planning & Management, LLC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Materials: 100.0%