Sensible Financial Planning & Management, LLC. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Sensible Financial Planning & Management, LLC. opened 0 positions, added to 15, reduced 14, sold out of 5 and left 1 unchanged. The largest increase in value was MBB (+$6,444,347); the largest decrease was ROE (-$843,548).
- MBB: Country of operation —; Class MBS ETF; Shares 2025-06-30 738,128; Shares 2025-09-30 796,082.
- BNDX: Country of operation —; Class TOTAL INT BD ETF; Shares 2025-06-30 1,605,019; Shares 2025-09-30 1,677,297.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2025-06-30 42,741; Shares 2025-09-30 45,017.
- SCHP: Country of operation —; Class US TIPS ETF; Shares 2025-06-30 3,021,995; Shares 2025-09-30 3,088,558.
Two Form 13F-HR filings compared (SEC CIK 1567738): 2025-06-30 (filed 2025-08-08) and 2025-09-30 (filed 2025-11-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
MBB
ISHARES TR | | MBS ETF | 738,128 | 796,082 | +57,954 | $69,302,850 | $75,747,197 | +$6,444,347 |
|---|
BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 1,605,019 | 1,677,297 | +72,278 | $79,464,469 | $82,959,090 | +$3,494,621 |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 42,741 | 45,017 | +2,276 | $24,278,150 | $27,567,489 | +$3,289,339 |
|---|
SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 3,021,995 | 3,088,558 | +66,563 | $80,626,838 | $83,236,646 | +$2,609,808 |
|---|
SPYX
SPDR SERIES TRUST | | SPDR S&P 500 ETF | 385,557 | 395,140 | +9,583 | $19,636,399 | $21,673,408 | +$2,037,009 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 79,414 | 79,427 | +13 | $24,136,442 | $26,065,715 | +$1,929,273 |
|---|
USIG
ISHARES TR | | USD INV GRDE ETF | 1,392,426 | 1,407,927 | +15,501 | $71,626,385 | $73,521,932 | +$1,895,547 |
|---|
DFIP
DIMENSIONAL ETF TRUST | | INFLATION PROTE | 170,489 | 194,181 | +23,692 | $7,128,165 | $8,200,284 | +$1,072,119 |
|---|
ESGU
ISHARES TR | | ESG AWR MSCI USA | 18,394 | 20,227 | +1,833 | $2,488,754 | $2,945,101 | +$456,347 |
|---|
VTC
VANGUARD SCOTTSDALE FDS | | TOTAL CORP BND | 143,651 | 146,989 | +3,338 | $11,108,532 | $11,520,998 | +$412,466 |
|---|
STIP
ISHARES TR | | 0-5 YR TIPS ETF | 219,485 | 222,335 | +2,850 | $22,587,185 | $22,980,587 | +$393,402 |
|---|
BNDW
VANGUARD SCOTTSDALE FDS | | TOTAL WLD BD ETF | 23,187 | 28,004 | +4,817 | $1,607,549 | $1,950,856 | +$343,307 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 61,001 | 61,463 | +462 | $3,017,109 | $3,330,059 | +$312,950 |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 10,455 | 10,664 | +209 | $1,847,742 | $1,988,650 | +$140,908 |
|---|
ESGE
ISHARES INC | | ESG AWR MSCI EM | 11,273 | 12,445 | +1,172 | $441,564 | $540,362 | +$98,798 |
|---|
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