Sensible Financial Planning & Management, Llc. Portfolio Holdings

Sensible Financial Planning & Management, Llc.

  • $524 Million
  • Q2 2025

Sensible Financial Planning & Management, Llc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $524 Million distributed in 37 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 $80.6M, Vanguard Total International B with a value of $79.5M, Ishares Tr Broad Usd Inbd Etfv with a value of $71.6M, Ishares Tr with a value of $69.3M, and Vanguard Index Fds S&P 500 ETF with a value of $24.3M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $501M to 524M.

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

Portfolio value $524 Million
ETFs: $522 Million
Basic Materials: $1.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $524 Million
  • Prior Value $501 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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