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

Sensible Financial Planning & Management, LLC.

$551M in tracked AUM across 31 positions as of Q3 2025.

SF
CIK 0001567738 · last filed Sep 30, 2025
Total AUM
$551M
as of Q3 2025
Holdings
31
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$551M▲ 4.6%
31 positionsView →2025Q2Jun 30
$527M▲ 5.1%
37 positionsLocked2025Q1Mar 31
$501M▲ 3.8%
30 positionsLocked2024Q4Dec 31
$482M▼ 4.7%
29 positionsLocked2024Q3Sep 30
$507M▲ 9.5%
53 positionsLocked2024Q2Jun 30
$463M▲ 2.3%
27 positionsLocked2024Q1Mar 31
$452M▲ 6.1%
29 positionsLocked2023Q4Dec 31
$426M▲ 7.2%
27 positionsLocked2023Q3Sep 30
$398M▼ 6.6%
28 positionsLocked2023Q2Jun 30
$426M▲ 0.5%
32 positionsLocked2023Q1Mar 31
$424M▲ 105189.2%
32 positionsLocked2022Q4Dec 31
$403K▲ 3.5%
32 positionsLocked
Showing 12 of 43