Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sensible Financial Planning & Management, LLC. (CIK 1567738) reported $550.7M across 31 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: SCHP ($83.2M, 15.12%), BNDX ($83.0M, 15.07%), MBB ($75.7M, 13.76%), USIG ($73.5M, 13.35%), VOO ($27.6M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHP | SCHWAB STRATEGIC TR | $83.2M | 15.12% | 3.1M | Added |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $83.0M | 15.07% | 1.7M | Added |
| 3 | MBB | ISHARES TR | $75.7M | 13.76% | 796,082 | Added |
| 4 | USIG | ISHARES TR | $73.5M | 13.35% | 1.4M | Added |
| 5 | VOO | VANGUARD INDEX FDS | $27.6M | 5.01% | 45,017 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $26.1M | 4.73% | 79,427 | Added |
| 7 | STIP | ISHARES TR | $23.0M | 4.17% | 222,335 | Added |
| 8 | MTUM | ISHARES TR | $22.6M | 4.10% | 88,088 | Trimmed |
| 9 | SPYX | SPDR SERIES TRUST | $21.7M | 3.94% | 395,140 | Added |
| 10 | MGC | VANGUARD WORLD FD | $15.5M | 2.81% | 63,370 | Trimmed |
| 11 | SCHX | SCHWAB STRATEGIC TR | $13.0M | 2.37% | 495,277 | Trimmed |
| 12 | VTC | VANGUARD SCOTTSDALE FDS | $11.5M | 2.09% | 146,989 | Added |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $11.3M | 2.05% | 240,360 | Trimmed |
| 14 | DFIP | DIMENSIONAL ETF TRUST | $8.2M | 1.49% | 194,181 | Added |
| 15 | SPDW | SPDR INDEX SHS FDS | $7.4M | 1.35% | 173,336 | Trimmed |
| 16 | SCHH | SCHWAB STRATEGIC TR | $6.9M | 1.26% | 322,193 | Trimmed |
| 17 | VUG | VANGUARD INDEX FDS | $6.5M | 1.17% | 13,476 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 1.03% | 94,692 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $5.1M | 0.93% | 20,143 | Trimmed |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $3.3M | 0.60% | 61,463 | Added |
| 21 | VO | VANGUARD INDEX FDS | $3.1M | 0.57% | 10,684 | Trimmed |
| 22 | ESGU | ISHARES TR | $2.9M | 0.53% | 20,227 | Added |
| 23 | VNQ | VANGUARD INDEX FDS | $2.7M | 0.50% | 29,990 | Trimmed |
| 24 | VTIP | VANGUARD MALVERN FDS | $2.2M | 0.41% | 44,307 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $2.0M | 0.36% | 10,664 | Added |
Source: SEC Form 13F filings · as of 2025-09-30