Sensible Financial Planning & Management, Llc. Portfolio Holdings by Sector
Sensible Financial Planning & Management, Llc.
- $551 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHP BNDX MBB USIG VOO STIP MTUM SPYX 29 stocks |
$522,671
94.92% of portfolio
|
14
|
14
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$26,065
4.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
CBT 1 stocks |
$1,899
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|