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CIK: 0001567738
Total reported value
$550.7M
$550.7M
53 檔
57.6%
According to the latest 13F quarterly dataset, Sensible Financial Planning & Management, LLC. managed an equity portfolio of $550.7M at the end of Q3 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q3 2024, Sensible Financial Planning & Management, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 15.84% | -1.01% | +1.73% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 15.20% | -0.14% | +1.18% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 14.59% | -1.13% | +1.67% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 12.65% | +0.85% | +1.17% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.39% | +0.37% | +1.73% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.05% | +0.23% | -1.80% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.04% | -0.31% | +1.46% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.95% | +0.90% | -1.25% | |
| 9 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 3.60% | +0.41% | +0.38% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.35% | +0.14% | -4.34% | |
| 11 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 2.05% | -0.24% | -0.34% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.82% | +0.21% | +4.70% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.81% | -0.25% | +1.31% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.79% | -0.04% | +2.34% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 1.61% | -0.27% | +1.31% | |
| 16 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.10% | -0.07% | +5.26% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | +0.18% | -0.53% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | +0.05% | +19.91% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.08% | -7.08% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.08% | -3.41% | |
| 21 | CBT | Cabot CORP | Stock-Materials | 0.60% | -0.08% | -2.98% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | +0.01% | +13.60% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.49% | -0.07% | -1.19% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | — | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.01% | -2.05% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.31% | — | — | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.30% | — | — | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.22% | +0.25% | — | |
| 30 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.20% | -0.08% | +13.62% | |
| 31 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.19% | — | — | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.18% | — | — | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.14% | — | — | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | — | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.11% | — | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | — | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.10% | — | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.08% | — | — | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.08% | — | — | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.07% | — | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.07% | — | — | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.06% | — | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.06% | — | — | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.05% | — | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.05% | — | — | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.05% | — | — | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Sensible Financial Planning & Management, LLC. reported a total U.S. public equity portfolio value of $550.7M across 53 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHP, BNDX, USIG) accounted for 57.6% of total reported equity market value during Q3 2024.
During Q3 2024, Sensible Financial Planning & Management, LLC.'s top holdings by market value included SCHP (15.8%)、BNDX (15.2%)、USIG (14.6%). The largest single position, SCHP, represented 15.8% of total portfolio value.
In Q3 2024, Sensible Financial Planning & Management, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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