Sensible Financial Planning & Management, LLC. Top Holdings and 13F Report (2025) About Sensible Financial Planning & Management, LLC.Investment ActivitySensible Financial Planning & Management, LLC. has $501.04 million in total holdings as of March 31, 2025.Sensible Financial Planning & Management, LLC. owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.85% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Sensible Financial Planning & Management, LLC. has purchased 29 new stocks and bought additional shares in 19 stocks.Sensible Financial Planning & Management, LLC. sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. TIPS ETF $80,804,069Vanguard Total International Bond ETF $76,218,063iShares Broad USD Investment Grade Corporate Bond ETF $72,571,076iShares MBS ETF $64,673,778iShares 0-5 Year TIPS Bond ETF $22,443,950 Largest New Holdings this Quarter 922908629 - Vanguard Mid-Cap ETF $2,879,993 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 11,136 shares (about $2.88M)Vanguard Total International Bond ETF 52,876 shares (about $2.58M)Vanguard Mega Cap ETF 9,529 shares (about $1.92M)Schwab U.S. TIPS ETF 69,465 shares (about $1.87M)iShares MBS ETF 19,720 shares (about $1.85M) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 62,440 shares (about $2.27M)iShares MSCI USA Momentum Factor ETF 1,960 shares (about $396.18K)Vanguard Real Estate ETF 407 shares (about $36.85K)Cabot 334 shares (about $27.77K)Schwab US Large-Cap ETF 1,081 shares (about $23.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSensible Financial Planning & Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHPSchwab U.S. TIPS ETF$80,804,069$1,867,914 ▲2.4%3,004,98616.1%ETFBNDXVanguard Total International Bond ETF$76,218,063$2,581,406 ▲3.5%1,561,20615.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$72,571,076$728,401 ▲1.0%1,420,73414.5%ManufacturingMBBiShares MBS ETF$64,673,778$1,849,341 ▲2.9%689,63312.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$22,443,950$565,876 ▲2.6%216,9134.5%ETFVTIVanguard Total Stock Market ETF$21,846,063$1,043,849 ▲5.0%79,4864.4%ETFVOOVanguard S&P 500 ETF$20,606,231$641,873 ▲3.2%40,0974.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$19,374,799$396,175 ▼-2.0%95,8533.9%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$17,698,625$235,521 ▲1.3%386,8553.5%ETFMGCVanguard Mega Cap ETF$13,038,953$1,918,950 ▲17.3%64,7482.6%ETFVTCVanguard Total Corporate Bond Fund$11,691,572$811,776 ▲7.5%152,2342.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,544,542$1,571,624 ▲15.8%249,2882.3%ETFSCHXSchwab US Large-Cap ETF$11,192,414$23,868 ▼-0.2%506,9032.2%ETFDFIPDimensional Inflation-Protected Securities ETF$7,804,536$492,321 ▲6.7%185,3321.6%ETFSCHHSchwab U.S. REIT ETF$7,647,988$170,854 ▲2.3%355,5551.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,968,001$2,273,441 ▼-24.6%191,3761.4%ETFVUGVanguard Growth ETF$4,938,952$113,471 ▲2.4%13,3191.0%ETFVEAVanguard FTSE Developed Markets ETF$4,908,396$367,450 ▲8.1%96,5651.0%ETFVBVanguard Small-Cap ETF$4,245,713$705,845 ▲19.9%19,1460.8%ETFVWOVanguard FTSE Emerging Markets ETF$2,969,072$342,484 ▲13.0%65,6000.6%ETFVNQVanguard Real Estate ETF$2,905,351$36,850 ▼-1.3%32,0890.6%ETFVOVanguard Mid-Cap ETF$2,879,993$2,879,993 ▲New Holding11,1360.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,426,149$4,142 ▼-0.2%48,6200.5%ManufacturingBNDWVanguard Total World Bond ETF$2,169,505$392,216 ▲22.1%31,5290.4%ETFCBTCabot$2,128,966$27,769 ▼-1.3%25,6070.4%Basic MaterialsVTVVanguard Value ETF$1,749,437$2,936 ▼-0.2%10,1280.3%ETFESGUiShares ESG Aware MSCI USA ETF$1,428,095$12,069 ▲0.9%11,7140.3%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$915,174$14,949 ▼-1.6%11,2030.2%ManufacturingDFATDimensional U.S. Targeted Value ETF$855,1460.0%16,6080.2%ETFDFAIDimensional International Core Equity Market ETF$396,0640.0%12,6820.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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