The Analysis of Sensible Financial Planning & Management, LLC.'s Holdings
Currently, Sensible Financial Planning & Management, LLC. holds 31 types of securities in its portfolio with a total value $550.7M. In the most recent quarter, they have increased their positions in MBB (+58.0K shares, valued at $5.5M), BNDX (+72.3K shares, valued at $3.6M), SCHP (+66.6K shares, valued at $1.8M); decreased their positions in MTUM (-3.7K shares, valued at $946.0K), MGC (-2.8K shares, valued at $693.2K), SCHX (-12.0K shares, valued at $315.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHP SCHWAB STRATEGIC TR3.1M shares2.20%2025-09-302025-11-05
BNDX VANGUARD CHARLOTTE FDS1.7M shares4.50%2025-09-302025-11-05 MBB ISHARES TR796.1K shares7.85%2025-09-302025-11-05 USIG ISHARES TR1.4M shares1.11%2025-09-302025-11-05 VOO VANGUARD INDEX FDS45.0K shares5.33%2025-09-302025-11-05 VTI VANGUARD INDEX FDS79.4K shares0.02%2025-09-302025-11-05 STIP ISHARES TR222.3K shares1.30%2025-09-302025-11-05 MTUM ISHARES TR88.1K shares-4.02%2025-09-302025-11-05 SPYX SPDR SERIES TRUST395.1K shares2.49%2025-09-302025-11-05 MGC VANGUARD WORLD FD63.4K shares-4.29%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR495.3K shares-2.36%2025-09-302025-11-05 VTC VANGUARD SCOTTSDALE FDS147.0K shares2.32%2025-09-302025-11-05 VMBS VANGUARD SCOTTSDALE FDS240.4K shares-0.31%2025-09-302025-11-05 DFIP DIMENSIONAL ETF TRUST194.2K shares13.90%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS173.3K shares-1.87%2025-09-302025-11-05 SCHH SCHWAB STRATEGIC TR322.2K shares-3.51%2025-09-302025-11-05 VUG VANGUARD INDEX FDS13.5K shares-0.06%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS94.7K shares-1.65%2025-09-302025-11-05 VB VANGUARD INDEX FDS20.1K shares-2.09%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F61.5K shares0.76%2025-09-302025-11-05 VO VANGUARD INDEX FDS10.7K shares-2.36%2025-09-302025-11-05 ESGU ISHARES TR20.2K shares9.97%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS30.0K shares-3.56%2025-09-302025-11-05 VTIP VANGUARD MALVERN FDS44.3K shares-5.07%2025-09-302025-11-05 VTV VANGUARD INDEX FDS10.7K shares2.00%2025-09-302025-11-05 BNDW VANGUARD SCOTTSDALE FDS28.0K shares20.77%2025-09-302025-11-05 CBT CABOT CORP25.0K shares-1.24%2025-09-302025-11-05 ESGD ISHARES TR10.8K shares-3.52%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST15.8K shares-4.75%2025-09-302025-11-05 ESGE ISHARES INC12.4K shares10.40%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST12.7K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available