Sensible Financial Planning & Management, Llc. Portfolio Holdings

Sensible Financial Planning & Management, Llc.

  • $501 Million
  • Q1 2025

Sensible Financial Planning & Management, Llc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $501 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $80.8M, Vanguard Total International B with a value of $76.2M, Ishares Tr Broad Usd Inbd Etfv with a value of $72.6M, Ishares Tr with a value of $64.7M, and Ishares Barclays 0 5 Year Tips with a value of $22.4M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $482M to 501M.

Below you can find more details about Sensible Financial Planning & Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $501 Million
ETFs: $499 Million
Basic Materials: $2.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80.8 Million 16.13% of portfolio
3,004,986
Q1 2025 Added 2.37%
$0
$76.2 Million 15.21% of portfolio
1,561,206
Q1 2025 Added 3.51%
$0
$72.6 Million 14.48% of portfolio
1,420,734
Q1 2025 Added 1.01%
$0
$64.7 Million 12.91% of portfolio
689,633
Q1 2025 Added 2.94%
$0
$22.4 Million 4.48% of portfolio
216,913
Q1 2025 Added 2.59%
$0
$21.8 Million 4.36% of portfolio
79,486
Q1 2025 Added 5.02%
$0
$20.6 Million 4.11% of portfolio
40,097
Q1 2025 Added 3.22%
$0
$19.4 Million 3.87% of portfolio
95,853
Q1 2025 Reduced 2.0%
$0
$17.7 Million 3.53% of portfolio
386,855
Q1 2025 Added 1.35%
$0
$13 Million 2.6% of portfolio
64,748
Q1 2025 Added 17.26%
$0
$11.7 Million 2.33% of portfolio
152,234
Q1 2025 Added 7.46%
$0
$11.5 Million 2.3% of portfolio
249,288
Q1 2025 Added 15.76%
$0
$11.2 Million 2.23% of portfolio
506,903
Q1 2025 Reduced 0.21%
$0
$7.8 Million 1.56% of portfolio
185,332
Q1 2025 Added 6.73%
$0
$7.65 Million 1.53% of portfolio
355,555
Q1 2025 Added 2.29%
$0
$6.97 Million 1.39% of portfolio
191,376
Q1 2025 Reduced 24.6%
$0
$4.91 Million 0.98% of portfolio
96,565
Q1 2025 Added 8.09%
$0
$4.25 Million 0.85% of portfolio
19,146
Q1 2025 Added 19.94%
$0
$2.97 Million 0.59% of portfolio
65,600
Q1 2025 Added 13.04%
$0
$2.91 Million 0.58% of portfolio
32,089
Q1 2025 Reduced 1.25%
$0
$2.88 Million 0.57% of portfolio
11,136
Q1 2025 New
$0
$2.43 Million 0.48% of portfolio
48,620
Q1 2025 Reduced 0.17%
$0
$2.17 Million 0.43% of portfolio
31,529
Q1 2025 Added 22.07%
$4.43B
$2.13 Million 0.42% of portfolio
25,607
Q1 2025 Reduced 1.29%
$0
$1.75 Million 0.35% of portfolio
10,128
Q1 2025 Reduced 0.17%
$0
$1.43 Million 0.29% of portfolio
11,714
Q1 2025 Added 0.85%
$0
$915,000 0.18% of portfolio
11,203
Q1 2025 Reduced 1.61%
$0
$855,000 0.17% of portfolio
16,608
Q3 2023 Reduced 85.5%
$0
$396,000 0.08% of portfolio
12,682
Q2 2024 Added 1.29%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $501 Million
  • Prior Value $482 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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