Sensible Financial Planning & Management, Llc. Portfolio Holdings

Sensible Financial Planning & Management, Llc.

  • $482 Million
  • Q4 2024

Sensible Financial Planning & Management, Llc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $482 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $75.8M, Vanguard Total International B with a value of $74M, Ishares Tr Broad Usd Inbd Etfv with a value of $70.7M, Ishares Tr with a value of $61.4M, and Vanguard Total Stock Market Et with a value of $21.9M.

Examining the 13F form we can see an decrease of $24M in the current position value, from $507M to 482M.

Below you can find more details about Sensible Financial Planning & Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $482 Million
ETFs: $480 Million
Basic Materials: $2.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.8 Million 15.72% of portfolio
2,935,521
Q4 2024 Added 96.26%
$0
$74 Million 15.33% of portfolio
1,508,330
Q4 2024 Reduced 1.5%
$0
$70.7 Million 14.66% of portfolio
1,406,474
Q4 2024 Added 0.08%
$0
$61.4 Million 12.73% of portfolio
669,913
Q4 2024 Added 0.16%
$0
$21.9 Million 4.55% of portfolio
75,688
Q4 2024 Reduced 3.58%
$0
$21.3 Million 4.41% of portfolio
211,444
Q4 2024 Added 4.62%
$0
$20.9 Million 4.34% of portfolio
38,848
Q4 2024 Added 2.45%
$0
$20.2 Million 4.19% of portfolio
97,813
Q4 2024 Reduced 3.44%
$0
$18.4 Million 3.81% of portfolio
381,707
Q4 2024 Reduced 1.11%
$0
$11.8 Million 2.44% of portfolio
507,984
Q4 2024 Added 189.32%
$0
$11.7 Million 2.43% of portfolio
55,219
Q4 2024 Added 23.61%
$0
$10.7 Million 2.22% of portfolio
141,664
Q4 2024 Added 8.44%
$0
$9.76 Million 2.02% of portfolio
215,351
Q4 2024 Added 10.62%
$0
$8.66 Million 1.8% of portfolio
253,816
Q4 2024 Added 4.91%
$0
$7.32 Million 1.52% of portfolio
347,612
Q4 2024 Reduced 1.16%
$0
$7.03 Million 1.46% of portfolio
173,641
Q4 2024 Added 31.3%
$0
$4.27 Million 0.89% of portfolio
89,336
Q4 2024 Reduced 1.03%
$0
$3.84 Million 0.79% of portfolio
15,963
Q4 2024 Added 5.29%
$0
$2.89 Million 0.6% of portfolio
32,496
Q4 2024 Reduced 1.14%
$0
$2.56 Million 0.53% of portfolio
58,033
Q4 2024 Reduced 2.65%
$0
$2.36 Million 0.49% of portfolio
48,703
Q4 2024 Reduced 2.9%
$4.76B
$2.37 Million 0.49% of portfolio
25,941
Q4 2024 Reduced 5.11%
$0
$1.72 Million 0.36% of portfolio
10,145
Q4 2024 Reduced 14.47%
$0
$1.76 Million 0.36% of portfolio
25,829
Q4 2024 Added 81.55%
$0
$1.5 Million 0.31% of portfolio
11,615
Q4 2024 Added 32.44%
$0
$924,000 0.19% of portfolio
16,608
Q3 2023 Reduced 85.5%
$0
$866,000 0.18% of portfolio
11,386
Q4 2024 Added 62.03%
$0
$370,000 0.08% of portfolio
12,682
Q2 2024 Added 1.29%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $482 Million
  • Prior Value $507 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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