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CIK: 0001567738
Total reported value
$550.7M
$550.7M
29 檔
55.2%
In Q4 2024, Sensible Financial Planning & Management, LLC.'s U.S. equity holdings reached a combined market value of $550.7M, distributed across 29 disclosed stock positions.
During Q4 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 | 15.72% | -1.01% | +96.26% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 15.33% | -0.14% | -1.50% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 14.66% | -1.13% | +0.08% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 12.73% | +0.85% | +0.16% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.55% | +0.37% | -3.58% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.41% | -0.31% | +4.62% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.34% | +0.90% | +2.45% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.19% | +0.23% | -3.44% | |
| 9 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 3.81% | +0.41% | -1.11% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.44% | +0.14% | +189.32% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.43% | +0.21% | +23.61% | |
| 12 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 2.22% | -0.24% | +8.44% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.02% | -0.25% | +10.62% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.80% | -0.04% | +4.91% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 1.52% | -0.27% | -1.16% | |
| 16 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.46% | -0.07% | +31.30% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | +0.18% | -0.14% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | +0.05% | -1.03% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | +0.08% | +5.29% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.08% | -1.14% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | +0.01% | -2.65% | |
| 22 | CBT | Cabot CORP | Stock-Materials | 0.49% | -0.08% | -5.11% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.49% | -0.07% | -2.90% | |
| 24 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.37% | -0.08% | +81.55% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.01% | -14.47% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.31% | +0.25% | +32.44% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.19% | — | — | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | — | +62.03% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.08% | — | — |
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 29 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHP, BNDX, USIG) accounted for 55.2% of total reported equity market value during Q4 2024.
During Q4 2024, Sensible Financial Planning & Management, LLC.'s top holdings by market value included SCHP (15.7%)、BNDX (15.3%)、USIG (14.7%). The largest single position, SCHP, represented 15.7% of total portfolio value.
In Q4 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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