Sensible Financial Planning & Management, LLC. current holdings: USA ETF
Sensible Financial Planning & Management, LLC. reported $0.55 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 30 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are SCHP, BNDX, MBB.
- SCHP: Country of operation —; Class US TIPS ETF; Shares 3,088,558; Value $83,236,646.
- BNDX: Country of operation —; Class TOTAL INT BD ETF; Shares 1,677,297; Value $82,959,090.
- MBB: Country of operation —; Class MBS ETF; Shares 796,082; Value $75,747,197.
- USIG: Country of operation —; Class USD INV GRDE ETF; Shares 1,407,927; Value $73,521,932.
Form 13F-HR as filed (SEC CIK 1567738): quarter ended 2025-09-30, filed 2025-11-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 3,088,558 | $83,236,646 | 2025-09-30 | 2025-11-05 | |
|---|
BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 1,677,297 | $82,959,090 | 2025-09-30 | 2025-11-05 | |
|---|
MBB
ISHARES TR | | MBS ETF | 796,082 | $75,747,197 | 2025-09-30 | 2025-11-05 | |
|---|
USIG
ISHARES TR | | USD INV GRDE ETF | 1,407,927 | $73,521,932 | 2025-09-30 | 2025-11-05 | |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 45,017 | $27,567,489 | 2025-09-30 | 2025-11-05 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 79,427 | $26,065,715 | 2025-09-30 | 2025-11-05 | |
|---|
STIP
ISHARES TR | | 0-5 YR TIPS ETF | 222,335 | $22,980,587 | 2025-09-30 | 2025-11-05 | |
|---|
MTUM
ISHARES TR | | MSCI USA MMENTM | 88,088 | $22,590,182 | 2025-09-30 | 2025-11-05 | |
|---|
SPYX
SPDR SERIES TRUST | | SPDR S&P 500 ETF | 395,140 | $21,673,408 | 2025-09-30 | 2025-11-05 | |
|---|
MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 63,370 | $15,468,000 | 2025-09-30 | 2025-11-05 | |
|---|
SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 495,277 | $13,045,590 | 2025-09-30 | 2025-11-05 | |
|---|
VTC
VANGUARD SCOTTSDALE FDS | | TOTAL CORP BND | 146,989 | $11,520,998 | 2025-09-30 | 2025-11-05 | |
|---|
VMBS
VANGUARD SCOTTSDALE FDS | | MTG-BKD SECS ETF | 240,360 | $11,287,306 | 2025-09-30 | 2025-11-05 | |
|---|
DFIP
DIMENSIONAL ETF TRUST | | INFLATION PROTE | 194,181 | $8,200,284 | 2025-09-30 | 2025-11-05 | |
|---|
SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 173,336 | $7,417,031 | 2025-09-30 | 2025-11-05 | |
|---|
SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 322,193 | $6,949,711 | 2025-09-30 | 2025-11-05 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 13,476 | $6,463,225 | 2025-09-30 | 2025-11-05 | |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 94,692 | $5,673,938 | 2025-09-30 | 2025-11-05 | |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 20,143 | $5,121,857 | 2025-09-30 | 2025-11-05 | |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 61,463 | $3,330,059 | 2025-09-30 | 2025-11-05 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 10,684 | $3,138,384 | 2025-09-30 | 2025-11-05 | |
|---|
ESGU
ISHARES TR | | ESG AWR MSCI USA | 20,227 | $2,945,101 | 2025-09-30 | 2025-11-05 | |
|---|
VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 29,990 | $2,741,647 | 2025-09-30 | 2025-11-05 | |
|---|
VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 44,307 | $2,243,282 | 2025-09-30 | 2025-11-05 | |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 10,664 | $1,988,650 | 2025-09-30 | 2025-11-05 | |
|---|
BNDW
VANGUARD SCOTTSDALE FDS | | TOTAL WLD BD ETF | 28,004 | $1,950,856 | 2025-09-30 | 2025-11-05 | |
|---|
ESGD
ISHARES TR | | ESG AW MSCI EAFE | 10,770 | $1,001,395 | 2025-09-30 | 2025-11-05 | |
|---|
DFAT
DIMENSIONAL ETF TRUST | | US TARGETED VLU | 15,818 | $920,766 | 2025-09-30 | 2025-11-05 | |
|---|
ESGE
ISHARES INC | | ESG AWR MSCI EM | 12,445 | $540,362 | 2025-09-30 | 2025-11-05 | |
|---|
DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 12,682 | $460,996 | 2025-09-30 | 2025-11-05 | |
|---|
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