Sensible Financial Planning & Management, LLC. Top Holdings and 13F Report (2025) About Sensible Financial Planning & Management, LLC.Investment ActivitySensible Financial Planning & Management, LLC. has $526.64 million in total holdings as of June 30, 2025.Sensible Financial Planning & Management, LLC. owns shares of 37 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Sensible Financial Planning & Management, LLC. has purchased 30 new stocks and bought additional shares in 11 stocks.Sensible Financial Planning & Management, LLC. sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. TIPS ETF $80,626,838Vanguard Total International Bond ETF $79,464,469iShares Broad USD Investment Grade Corporate Bond ETF $71,626,385iShares MBS ETF $69,302,850Vanguard S&P 500 ETF $24,278,150 Largest New Holdings this Quarter 02072L433 - EA SERIES TRUST $843,548 Holding02072Q663 - EA SERIES TRUST $742,145 Holding78470E106 - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF $656,977 Holding02072L185 - EA SERIES TRUST $599,656 Holding78464A672 - SPDR Portfolio Intermediate Term Treasury ETF $592,001 Holding Largest Purchases this Quarter iShares MBS ETF 48,495 shares (about $4.55M)Vanguard Total International Bond ETF 43,813 shares (about $2.17M)Vanguard S&P 500 ETF 2,644 shares (about $1.50M)iShares ESG Aware MSCI USA ETF 6,680 shares (about $903.82K)EA SERIES TRUST 26,189 shares (about $843.55K) Largest Sales this Quarter iShares Broad USD Investment Grade Corporate Bond ETF 28,308 shares (about $1.46M)iShares MSCI USA Momentum Factor ETF 4,076 shares (about $979.54K)Vanguard Total Corporate Bond ETF 8,583 shares (about $663.72K)Dimensional Inflation-Protected Securities ETF 14,843 shares (about $620.59K)SPDR Portfolio Developed World ex-US ETF 14,735 shares (about $596.62K) 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$80,626,838$453,800 ▲0.6%3,021,99515.3%ETFBNDXVanguard Total International Bond ETF$79,464,469$2,169,181 ▲2.8%1,605,01915.1%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$71,626,385$1,456,163 ▼-2.0%1,392,42613.6%ManufacturingMBBiShares MBS ETF$69,302,850$4,553,196 ▲7.0%738,12813.2%ETFVOOVanguard S&P 500 ETF$24,278,150$1,501,870 ▲6.6%42,7414.6%ETFVTIVanguard Total Stock Market ETF$24,136,442$21,883 ▼-0.1%79,4144.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$22,587,185$264,684 ▲1.2%219,4854.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$22,055,786$979,542 ▼-4.3%91,7774.2%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$19,636,399$66,107 ▼-0.3%385,5573.7%ETFMGCVanguard Mega Cap ETF$14,891,954$328,833 ▲2.3%66,2102.8%ETFSCHXSchwab US Large-Cap ETF$12,396,891$8,187 ▲0.1%507,2382.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,173,409$378,598 ▼-3.3%241,1182.1%ETFVTCVanguard Total Corporate Bond ETF$11,108,532$663,723 ▼-5.6%143,6512.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,152,179$596,619 ▼-7.7%176,6411.4%ETFDFIPDimensional Inflation-Protected Securities ETF$7,128,165$620,588 ▼-8.0%170,4891.4%ETFSCHHSchwab U.S. REIT ETF$7,065,352$458,199 ▼-6.1%333,9011.3%ETFVUGVanguard Growth ETF$5,911,386$72,336 ▲1.2%13,4841.1%ETFVEAVanguard FTSE Developed Markets ETF$5,488,746$16,419 ▼-0.3%96,2771.0%ETFVBVanguard Small-Cap ETF$4,875,483$338,177 ▲7.5%20,5730.9%ETFVOVanguard Mid-Cap ETF$3,061,900$54,287 ▼-1.7%10,9420.6%ETFVWOVanguard FTSE Emerging Markets ETF$3,017,109$227,467 ▼-7.0%61,0010.6%ETFVNQVanguard Real Estate ETF$2,769,512$88,348 ▼-3.1%31,0970.5%ETFESGUiShares ESG Aware MSCI USA ETF$2,488,754$903,821 ▲57.0%18,3940.5%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,346,162$97,977 ▼-4.0%46,6710.4%ManufacturingCBTCabot$1,896,975$23,550 ▼-1.2%25,2930.4%Basic MaterialsVTVVanguard Value ETF$1,847,742$57,792 ▲3.2%10,4550.4%ETFBNDWVanguard Total World Bond ETF$1,607,549$578,349 ▼-26.5%23,1870.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$995,963$3,569 ▼-0.4%11,1630.2%ManufacturingDFATDimensional U.S. Targeted Value ETF$896,114$54 ▼0.0%16,6070.2%ETFEA SERIES TRUST$843,548$843,548 ▲New Holding26,1890.2%ASTORIA US EQUALEA SERIES TRUST$742,145$742,145 ▲New Holding29,4070.1%ASTORIA DYNAMICEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$656,977$656,977 ▲New Holding13,8720.1%ETFEA SERIES TRUST$599,656$599,656 ▲New Holding22,1530.1%ASTORIA US QUALISPTISPDR Portfolio Intermediate Term Treasury ETF$592,001$592,001 ▲New Holding20,5770.1%ETFDMBSDoubleLine Mortgage ETF$494,921$494,921 ▲New Holding10,0860.1%ETFESGEiShares ESG Aware MSCI EM ETF$441,564$441,564 ▲New Holding11,2730.1%ManufacturingDFAIDimensional International Core Equity Market ETF$438,4220.0%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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