§ 13F · FUND PROFILE
Sensible Financial Planning & Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $551M (13F)Positions · 31Turnover · — · Q3Filed · Nov 5, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | SCHP | SCHWAB STRATEGIC TR | 3.09M | $83M | 15.1% | +2% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 1.68M | $83M | 15.1% | +5% |
| 3 | MBB | ISHARES TR | 796K | $76M | 13.8% | +8% |
| 4 | USIG | ISHARES TR | 1.41M | $74M | 13.4% | +1% |
| 5 | VOO | VANGUARD INDEX FDS | 45K | $28M | 5.0% | +5% |
| 6 | VTI | VANGUARD INDEX FDS | 79K | $26M | 4.7% | ±0% |
| 7 | STIP | ISHARES TR | 222K | $23M | 4.2% | +1% |
| 8 | MTUM | ISHARES TR | 88K | $23M | 4.1% | −4% |
| 9 | SPYX | SPDR SERIES TRUST | 395K | $22M | 3.9% | +2% |
| 10 | MGC | VANGUARD WORLD FD | 63K | $15M | 2.8% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENSIBLE SIGNAL
AC read
Sensible Financial Planning & Management, LLC. is a Other fund managing $551 million in assets. The fund runs a portfolio of 31 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed