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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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