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CIK: 0001567738
Total reported value
$550.7M
$550.7M
37 檔
59.1%
At the close of Q2 2025, Sensible Financial Planning & Management, LLC. disclosed equity holdings valued at approximately $550.7M, spread across 37 reported holdings.
During Q2 2025, 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 | 15.31% | -1.01% | +0.57% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 15.09% | -0.14% | +2.81% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 13.60% | -1.13% | -1.99% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 13.16% | +0.85% | +7.03% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.61% | +0.90% | +6.59% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.58% | +0.37% | -0.09% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.29% | -0.31% | +1.19% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.19% | +0.23% | -4.25% | |
| 9 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 3.73% | +0.41% | -0.34% | |
| 10 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.83% | +0.21% | +2.26% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.35% | +0.14% | +0.07% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.12% | -0.25% | -3.28% | |
| 13 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 2.11% | -0.24% | -5.64% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.36% | -0.04% | -7.70% | |
| 15 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.35% | -0.07% | -8.01% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 1.34% | -0.27% | -6.09% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | +0.18% | +1.24% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | +0.05% | -0.30% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | +0.08% | +7.45% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | — | -1.74% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | +0.01% | -7.01% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | -0.08% | -3.09% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.47% | +0.25% | +57.03% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.45% | -0.07% | -4.01% | |
| 25 | CBT | Cabot CORP | Stock-Materials | 0.36% | -0.08% | -1.23% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | +0.01% | +3.23% | |
| 27 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.31% | -0.08% | -26.46% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | — | -0.36% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.17% | — | -0.01% | |
| 30 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.16% | — | — | |
| 31 | AGGA | Ea As Dy Cr US Fi In Etf-usd | ETF-Other | 0.14% | — | — | |
| 32 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.12% | — | — | |
| 33 | GQQQ | Astoria US Qlity Grw Kng ETF | ETF-Other | 0.11% | — | — | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.11% | — | — | |
| 35 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.09% | — | — | |
| 36 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.08% | +0.10% | NEW | |
| 37 | 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 37 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHP, BNDX, USIG) accounted for 59.1% of total reported equity market value during Q2 2025.
During Q2 2025, Sensible Financial Planning & Management, LLC.'s top holdings by market value included SCHP (15.3%)、BNDX (15.1%)、USIG (13.6%). The largest single position, SCHP, represented 15.3% of total portfolio value.
In Q2 2025, 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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