Sensible Financial Planning & Management, Llc. Portfolio Holdings by Sector
Sensible Financial Planning & Management, Llc.
- $524 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHP BNDX USIG MBB VOO STIP MTUM SPYX 31 stocks |
$497,914
95.03% of portfolio
|
14
|
16
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$24,136
4.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
CBT 1 stocks |
$1,896
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|