13F-HR filed by Sensible Financial Planning & Management, LLC.
Sensible Financial Planning & Management, LLC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-07, with 29 holding rows worth $482,484,623.
- Accession
- 0001567738-25-000002
- Filer
- CIK 1567738
- Filed
- 2025-02-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 29 entries on the cover page, a total value of $482,484,623 stated on the cover page (in dollars after the unit check, H1), rows summing to $482,484,623 with VALUE read as dollars as filed, 13F file number 028-15097. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab US TIPS ETF | 808524870 | SHS | 2,935,521 | $75,824,513 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 1,508,330 | $73,983,595 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 1,406,474 | $70,717,527 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 669,913 | $61,417,593 | dollars as filed | |
| VTI | 922908769 | COM | 75,688 | $21,935,277 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 211,444 | $21,271,225 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 38,848 | $20,931,672 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 97,813 | $20,239,554 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 381,707 | $18,379,174 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 507,984 | $11,775,064 | dollars as filed | |
| MGC | 921910873 | COM | 55,219 | $11,742,873 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C573 | TOTAL CORP BND | 141,664 | $10,725,382 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 215,351 | $9,764,031 | dollars as filed | |
| SPDW | 78463X889 | COM | 253,816 | $8,662,741 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 347,612 | $7,320,717 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 173,641 | $7,030,882 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 13,013 | $5,341,056 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 89,336 | $4,272,045 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 15,963 | $3,835,666 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 32,496 | $2,894,757 | dollars as filed | |
| VWO | 922042858 | SHS | 58,033 | $2,555,789 | dollars as filed | |
| CABOT CORP | 127055101 | COM | 25,941 | $2,368,673 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 48,703 | $2,358,210 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 25,829 | $1,761,254 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 10,145 | $1,717,477 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 11,615 | $1,496,224 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 16,608 | $924,402 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 11,386 | $866,931 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 12,682 | $370,319 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567738-25-000002 | this filing | 2025-02-07 | acceptance time not in the bulk data set |