Sensible Financial Planning & Management, Llc. Portfolio Holdings

Sensible Financial Planning & Management, Llc.

  • $507 Million
  • Q3 2024

Sensible Financial Planning & Management, Llc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $507 Million distributed in 53 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 $80.2M, Vanguard Total International B with a value of $77M, Ishares Tr Broad Usd Inbd Etfv with a value of $73.9M, Ishares Tr with a value of $64.1M, and Vanguard Total Stock Market Et with a value of $22.2M.

Examining the 13F form we can see an increase of $43.7M in the current position value, from $463M to 507M.

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

Portfolio value $507 Million
ETFs: $500 Million
Basic Materials: $3.06 Million
Technology: $1.9 Million
Energy: $953,000
Healthcare: $701,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80.2 Million 15.84% of portfolio
1,495,734
Q3 2024 Added 1.73%
$0
$77 Million 15.2% of portfolio
1,531,296
Q3 2024 Added 1.18%
$0
$73.9 Million 14.59% of portfolio
1,405,406
Q3 2024 Added 1.67%
$0
$64.1 Million 12.65% of portfolio
668,862
Q3 2024 Added 1.17%
$0
$22.2 Million 4.39% of portfolio
78,499
Q3 2024 Added 1.73%
$0
$20.5 Million 4.05% of portfolio
101,296
Q3 2024 Reduced 1.8%
$0
$20.5 Million 4.04% of portfolio
202,099
Q3 2024 Added 1.46%
$0
$20 Million 3.95% of portfolio
37,918
Q3 2024 Reduced 1.25%
$0
$18.2 Million 3.6% of portfolio
386,001
Q3 2024 Added 0.38%
$0
$11.9 Million 2.35% of portfolio
175,580
Q3 2024 Reduced 4.34%
$0
$10.4 Million 2.05% of portfolio
130,636
Q3 2024 Reduced 0.34%
$0
$9.23 Million 1.82% of portfolio
44,671
Q3 2024 Added 4.7%
$0
$9.19 Million 1.81% of portfolio
194,669
Q3 2024 Added 1.31%
$0
$9.09 Million 1.79% of portfolio
241,928
Q3 2024 Added 2.34%
$0
$8.15 Million 1.61% of portfolio
351,695
Q3 2024 Added 1.31%
$0
$5.59 Million 1.1% of portfolio
132,247
Q3 2024 Added 5.26%
$0
$4.77 Million 0.94% of portfolio
90,263
Q3 2024 Added 19.91%
$0
$3.6 Million 0.71% of portfolio
15,161
Q3 2024 Reduced 7.08%
$0
$3.2 Million 0.63% of portfolio
32,871
Q3 2024 Reduced 3.41%
$0
$2.85 Million 0.56% of portfolio
59,614
Q3 2024 Added 13.6%
$0
$2.47 Million 0.49% of portfolio
50,155
Q3 2024 Reduced 1.19%
$0
$2.28 Million 0.45% of portfolio
8,630
Q3 2024 New
$0
$2.07 Million 0.41% of portfolio
11,862
Q3 2024 Reduced 2.05%
$0
$1.98 Million 0.39% of portfolio
3,453
Q3 2024 New
$0
$1.53 Million 0.3% of portfolio
6,038
Q3 2024 New
$0
$1.11 Million 0.22% of portfolio
8,770
Q3 2024 New
$0
$1.01 Million 0.2% of portfolio
14,227
Q3 2024 Added 13.62%
$0
$924,000 0.18% of portfolio
16,608
Q3 2023 Reduced 85.5%
$0
$678,000 0.13% of portfolio
3,379
Q3 2024 New
$0
$591,000 0.12% of portfolio
7,027
Q3 2024 New
$0
$568,000 0.11% of portfolio
4,742
Q3 2024 New
$0
$506,000 0.1% of portfolio
1,608
Q3 2024 New
$0
$521,000 0.1% of portfolio
6,224
Q3 2024 New
$0
$403,000 0.08% of portfolio
12,682
Q2 2024 Added 1.29%
$0
$411,000 0.08% of portfolio
1,560
Q3 2024 New
$0
$378,000 0.07% of portfolio
8,248
Q3 2024 New
$0
$349,000 0.07% of portfolio
6,083
Q3 2024 New
$0
$325,000 0.06% of portfolio
3,535
Q3 2024 New
$0
$289,000 0.06% of portfolio
1,461
Q3 2024 New
$0
$314,000 0.06% of portfolio
644
Q3 2024 New
$0
$247,000 0.05% of portfolio
1,251
Q3 2024 New
$0
$230,000 0.05% of portfolio
1,372
Q3 2024 New
$0
$269,000 0.05% of portfolio
2,495
Q3 2024 New
$0
$213,000 0.04% of portfolio
5,854
Q3 2024 New
$0
$216,000 0.04% of portfolio
3,084
Q3 2024 New
$0
$203,000 0.04% of portfolio
352
Q3 2024 New
$0
$212,000 0.04% of portfolio
3,273
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $507 Million
  • Prior Value $463 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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