13F Insight
DOSSIER · 13F-HR · Q3 2025

Sensible Financial Planning & Management, LLC.

Sensible Financial Planning &'s pension fund based in San Francisco, CA — $551M in tracked AUM across 31 positions as of Q3 2025.

SF
Sensible Financial Planning &·San Francisco, CA·Pension Fund
CIK 0001567738 · last filed Sep 30, 2025
Total AUM
$551M
▲ 6.8%
vs prior
Holdings
31
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Sensible Financial Planning & Management, LLC. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
SCHP
SCHWAB STRATEGIC TR
$83M3.1M15.1%
02
BNDX
VANGUARD CHARLOTTE FDS
$83M1.7M15.1%
03
MBB
ISHARES TR
$76M796K13.8%
04
USIG
ISHARES TR
$74M1.4M13.4%
05
VOO
VANGUARD INDEX FDS
$28M45K5.0%
06
VTI
VANGUARD INDEX FDS
$26M79K4.7%
07
STIP
ISHARES TR
$23M222K4.2%
08
MTUM
ISHARES TR
$23M88K4.1%
09
SPYX
SPDR SERIES TRUST
$22M395K3.9%
10
MGC
VANGUARD WORLD FD
$15M63K2.8%

Filing history

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