Sponsored

The Analysis of Sensible Financial Planning & Management, LLC.'s Holdings & P&L

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).

1M P&L

+26.6M+4.61%

3M P&L

+8.1M+1.37%

HY P&L

+7.7M+1.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A548.8M

99.7%

2Specialty Chemicals1.9M

0.3%

Top Industries by Stock Count

1N/A30 stocks

96.8%

2Specialty Chemicals1 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%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

Sponsored

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

Sponsored

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

Sponsored

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

SCHP

SCHWAB STRATEGIC TR

2.20%

Shares3.1M

Event2025-09-30

Filed2025-11-05

BNDX

VANGUARD CHARLOTTE FDS

4.50%

Shares1.7M

Event2025-09-30

Filed2025-11-05

MBB

ISHARES TR

7.85%

Shares796.1K

Event2025-09-30

Filed2025-11-05

USIG

ISHARES TR

1.11%

Shares1.4M

Event2025-09-30

Filed2025-11-05

VOO

VANGUARD INDEX FDS

5.33%

Shares45.0K

Event2025-09-30

Filed2025-11-05

VTI

VANGUARD INDEX FDS

0.02%

Shares79.4K

Event2025-09-30

Filed2025-11-05

STIP

ISHARES TR

1.30%

Shares222.3K

Event2025-09-30

Filed2025-11-05

MTUM

ISHARES TR

-4.02%

Shares88.1K

Event2025-09-30

Filed2025-11-05

SPYX

SPDR SERIES TRUST

2.49%

Shares395.1K

Event2025-09-30

Filed2025-11-05

MGC

VANGUARD WORLD FD

-4.29%

Shares63.4K

Event2025-09-30

Filed2025-11-05

SCHX

SCHWAB STRATEGIC TR

-2.36%

Shares495.3K

Event2025-09-30

Filed2025-11-05

VTC

VANGUARD SCOTTSDALE FDS

2.32%

Shares147.0K

Event2025-09-30

Filed2025-11-05

VMBS

VANGUARD SCOTTSDALE FDS

-0.31%

Shares240.4K

Event2025-09-30

Filed2025-11-05

DFIP

DIMENSIONAL ETF TRUST

13.90%

Shares194.2K

Event2025-09-30

Filed2025-11-05

SPDW

SPDR INDEX SHS FDS

-1.87%

Shares173.3K

Event2025-09-30

Filed2025-11-05

SCHH

SCHWAB STRATEGIC TR

-3.51%

Shares322.2K

Event2025-09-30

Filed2025-11-05

VUG

VANGUARD INDEX FDS

-0.06%

Shares13.5K

Event2025-09-30

Filed2025-11-05

VEA

VANGUARD TAX-MANAGED FDS

-1.65%

Shares94.7K

Event2025-09-30

Filed2025-11-05

VANGUARD INDEX FDS

-2.09%

Shares20.1K

Event2025-09-30

Filed2025-11-05

VWO

VANGUARD INTL EQUITY INDEX F

0.76%

Shares61.5K

Event2025-09-30

Filed2025-11-05

VANGUARD INDEX FDS

-2.36%

Shares10.7K

Event2025-09-30

Filed2025-11-05

ESGU

ISHARES TR

9.97%

Shares20.2K

Event2025-09-30

Filed2025-11-05

VNQ

VANGUARD INDEX FDS

-3.56%

Shares30.0K

Event2025-09-30

Filed2025-11-05

VTIP

VANGUARD MALVERN FDS

-5.07%

Shares44.3K

Event2025-09-30

Filed2025-11-05

VTV

VANGUARD INDEX FDS

2.00%

Shares10.7K

Event2025-09-30

Filed2025-11-05

BNDW

VANGUARD SCOTTSDALE FDS

20.77%

Shares28.0K

Event2025-09-30

Filed2025-11-05

CBT

CABOT CORP

-1.24%

Shares25.0K

Event2025-09-30

Filed2025-11-05

ESGD

ISHARES TR

-3.52%

Shares10.8K

Event2025-09-30

Filed2025-11-05

DFAT

DIMENSIONAL ETF TRUST

-4.75%

Shares15.8K

Event2025-09-30

Filed2025-11-05

ESGE

ISHARES INC

10.40%

Shares12.4K

Event2025-09-30

Filed2025-11-05

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares12.7K

Event2025-09-30

Filed2025-11-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available