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Sensible Financial Planning & Management, LLC.

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13F filer, CIK 1567738, WALTHAM, MA

Sensible Financial Planning & Management, LLC. reported $482,484,623 across 29 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 82.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001567738-25-000002

Period
2024-12-31
Reported value
$482M
Holdings
29
Top 10 weight
82.17%
New
0
Sold out
24

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHPadded+1,439,787$37.2M
SCHXadded+332,404$7.71M
MGCadded+10,548$2.24M
DFIPadded+41,394$1.68M
STIPadded+9,345$940K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOexited-8,630-$2.28M
SPYexited-3,453-$1.98M
AAPLexited-6,770-$1.58M
VTHRexited-6,038-$1.53M
BNDXreduced-22,966-$1.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001567738-25-000002, largest first. % of portfolio is the value over $482,484,623, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,382,056 shares; 2024Q1: 1,449,463 shares; 2024Q2: 1,470,342 shares; 2024Q3: 1,495,734 shares; 2024Q4: 2,935,521 shares 2,935,521$75.8M15.72%+1,439,787Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,312,501 shares; 2024Q1: 1,440,648 shares; 2024Q2: 1,513,512 shares; 2024Q3: 1,531,296 shares; 2024Q4: 1,508,330 shares 1,508,330$74M15.33%-22,966Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,291,889 shares; 2024Q1: 1,321,344 shares; 2024Q2: 1,382,332 shares; 2024Q3: 1,405,406 shares; 2024Q4: 1,406,474 shares 1,406,474$70.7M14.66%+1,068Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 607,790 shares; 2024Q1: 635,717 shares; 2024Q2: 661,103 shares; 2024Q3: 668,862 shares; 2024Q4: 669,913 shares 669,913$61.4M12.73%+1,051Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,841 shares; 2024Q1: 79,057 shares; 2024Q2: 77,164 shares; 2024Q3: 78,499 shares; 2024Q4: 75,688 shares 75,688$21.9M4.55%-2,811Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,049 shares; 2024Q1: 189,637 shares; 2024Q2: 199,195 shares; 2024Q3: 202,099 shares; 2024Q4: 211,444 shares 211,444$21.3M4.41%+9,345Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,703 shares; 2024Q1: 38,873 shares; 2024Q2: 38,399 shares; 2024Q3: 37,918 shares; 2024Q4: 38,848 shares 38,848$20.9M4.34%+930Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 109,048 shares; 2024Q1: 104,877 shares; 2024Q2: 103,150 shares; 2024Q3: 101,296 shares; 2024Q4: 97,813 shares 97,813$20.2M4.19%-3,483Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 424,007 shares; 2024Q1: 392,237 shares; 2024Q2: 384,540 shares; 2024Q3: 386,001 shares; 2024Q4: 381,707 shares 381,707$18.4M3.81%-4,294Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 191,588 shares; 2024Q1: 185,414 shares; 2024Q2: 183,550 shares; 2024Q3: 175,580 shares; 2024Q4: 507,984 shares 507,984$11.8M2.44%+332,404Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,861 shares; 2024Q1: 40,757 shares; 2024Q2: 42,667 shares; 2024Q3: 44,671 shares; 2024Q4: 55,219 shares 55,219$11.7M2.43%+10,548Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97,150 shares; 2024Q1: 127,200 shares; 2024Q2: 131,080 shares; 2024Q3: 130,636 shares; 2024Q4: 141,664 shares 141,664$10.7M2.22%+11,028Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160,025 shares; 2024Q1: 193,209 shares; 2024Q2: 192,151 shares; 2024Q3: 194,669 shares; 2024Q4: 215,351 shares 215,351$9.76M2.02%+20,682Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 198,768 shares; 2024Q1: 197,680 shares; 2024Q2: 236,397 shares; 2024Q3: 241,928 shares; 2024Q4: 253,816 shares 253,816$8.66M1.8%+11,888Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 319,366 shares; 2024Q1: 331,094 shares; 2024Q2: 347,140 shares; 2024Q3: 351,695 shares; 2024Q4: 347,612 shares 347,612$7.32M1.52%-4,083Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 132,568 shares; 2024Q1: 155,460 shares; 2024Q2: 125,640 shares; 2024Q3: 132,247 shares; 2024Q4: 173,641 shares 173,641$7.03M1.46%+41,394Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,072 shares; 2024Q1: 13,100 shares; 2024Q2: 13,100 shares; 2024Q3: 13,031 shares; 2024Q4: 13,013 shares 13,013$5.34M1.11%-18Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,544 shares; 2024Q1: 76,086 shares; 2024Q2: 75,278 shares; 2024Q3: 90,263 shares; 2024Q4: 89,336 shares 89,336$4.27M0.89%-927Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,415 shares; 2024Q1: 15,820 shares; 2024Q2: 16,317 shares; 2024Q3: 15,161 shares; 2024Q4: 15,963 shares 15,963$3.84M0.79%+802Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,794 shares; 2024Q1: 34,332 shares; 2024Q2: 34,031 shares; 2024Q3: 32,871 shares; 2024Q4: 32,496 shares 32,496$2.89M0.6%-375Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,297 shares; 2024Q1: 45,198 shares; 2024Q2: 52,478 shares; 2024Q3: 59,614 shares; 2024Q4: 58,033 shares 58,033$2.56M0.53%-1,581Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,540 shares; 2024Q1: 29,577 shares; 2024Q2: 28,176 shares; 2024Q3: 27,337 shares; 2024Q4: 25,941 shares 25,941$2.37M0.49%-1,396Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,943 shares; 2024Q1: 53,652 shares; 2024Q2: 50,760 shares; 2024Q3: 50,155 shares; 2024Q4: 48,703 shares 48,703$2.36M0.49%-1,452Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,495 shares; 2024Q1: 23,608 shares; 2024Q2: 12,522 shares; 2024Q3: 14,227 shares; 2024Q4: 25,829 shares 25,829$1.76M0.37%+11,602Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,569 shares; 2024Q1: 11,744 shares; 2024Q2: 12,110 shares; 2024Q3: 11,862 shares; 2024Q4: 10,145 shares 10,145$1.72M0.36%-1,717Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,770 shares; 2024Q4: 11,615 shares 11,615$1.5M0.31%+2,845Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,608 shares; 2024Q1: 16,608 shares; 2024Q2: 16,608 shares; 2024Q3: 16,608 shares; 2024Q4: 16,608 shares 16,608$924K0.19%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,027 shares; 2024Q4: 11,386 shares 11,386$867K0.18%+4,359Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,521 shares; 2024Q2: 12,682 shares; 2024Q3: 12,682 shares; 2024Q4: 12,682 shares 12,682$370K0.08%0Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOVANGUARD INDEX FDS8,630$2.28Mshares
SPYSTATE STR SPDR S&P 500 ETF T3,453$1.98Mshares
AAPLAPPLE INC6,770$1.58Mshares
VTHRVANGUARD SCOTTSDALE FDS6,038$1.53Mshares
TPLTEXAS PACIFIC LAND CORPORATI1,077$953Kshares
DHRDANAHER CORP DEL2,523$701Kshares
VBRVANGUARD INDEX FDS3,379$678Kshares
VTVANGUARD INTL EQUITY INDEX F4,742$568Kshares
EFAISHARES TR6,224$521Kshares
IWBISHARES TR1,608$506Kshares
VVVANGUARD INDEX FDS1,560$411Kshares
EEMISHARES TR8,248$378Kshares
IEMGISHARES INC6,083$349Kshares
BILSPDR SERIES TRUST3,535$325Kshares
MSFTMICROSOFT CORP741$319Kshares
QQQINVESCO QQQ TR644$314Kshares
VIGVANGUARD SPECIALIZED FUNDS1,461$289Kshares
IJSISHARES TR2,495$269Kshares
IVEISHARES TR1,251$247Kshares
VOEVANGUARD INDEX FDS1,372$230Kshares
SPTMSPDR SERIES TRUST3,084$216Kshares
ESGEISHARES INC5,854$213Kshares
VXUSVANGUARD STAR FDS3,273$212Kshares
IVVISHARES TR352$203Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001567738-25-000002 base2025-02-07acceptance time not in the bulk data set