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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 $501,040,673 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-28. Its ten largest share positions make up 81.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002063364-25-000045

Period
2025-03-31
Reported value
$501M
Holdings
30
Top 10 weight
81.69%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOnew+11,136$2.88M
BNDXadded+52,876$2.58M
MGCadded+9,529$1.92M
SCHPadded+69,465$1.87M
MBBadded+19,720$1.85M

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
SPDWreduced-62,440-$2.27M
MTUMreduced-1,960-$396K
VNQreduced-407-$36.8K
CBTreduced-334-$27.8K
SCHXreduced-1,081-$23.9K

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, Q1 2025

Share positions as resolved from 13F-HR 0002063364-25-000045, largest first. % of portfolio is the value over $501,040,673, 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; 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; 2025Q1: 3,004,986 shares 3,004,986$80.8M16.13%+69,465Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 1,561,206 shares 1,561,206$76.2M15.21%+52,876Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 1,420,734 shares 1,420,734$72.6M14.48%+14,260Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 607,790 shares; 2024Q1: 635,717 shares; 2024Q2: 661,103 shares; 2024Q3: 668,862 shares; 2024Q4: 669,913 shares; 2025Q1: 689,633 shares 689,633$64.7M12.91%+19,720Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,049 shares; 2024Q1: 189,637 shares; 2024Q2: 199,195 shares; 2024Q3: 202,099 shares; 2024Q4: 211,444 shares; 2025Q1: 216,913 shares 216,913$22.4M4.48%+5,469Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,841 shares; 2024Q1: 79,057 shares; 2024Q2: 77,164 shares; 2024Q3: 78,499 shares; 2024Q4: 75,688 shares; 2025Q1: 79,486 shares 79,486$21.8M4.36%+3,798Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,703 shares; 2024Q1: 38,873 shares; 2024Q2: 38,399 shares; 2024Q3: 37,918 shares; 2024Q4: 38,848 shares; 2025Q1: 40,097 shares 40,097$20.6M4.11%+1,249Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 109,048 shares; 2024Q1: 104,877 shares; 2024Q2: 103,150 shares; 2024Q3: 101,296 shares; 2024Q4: 97,813 shares; 2025Q1: 95,853 shares 95,853$19.4M3.87%-1,960Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 424,007 shares; 2024Q1: 392,237 shares; 2024Q2: 384,540 shares; 2024Q3: 386,001 shares; 2024Q4: 381,707 shares; 2025Q1: 386,855 shares 386,855$17.7M3.53%+5,148Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,861 shares; 2024Q1: 40,757 shares; 2024Q2: 42,667 shares; 2024Q3: 44,671 shares; 2024Q4: 55,219 shares; 2025Q1: 64,748 shares 64,748$13M2.6%+9,529Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97,150 shares; 2024Q1: 127,200 shares; 2024Q2: 131,080 shares; 2024Q3: 130,636 shares; 2024Q4: 141,664 shares; 2025Q1: 152,234 shares 152,234$11.7M2.33%+10,570Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160,025 shares; 2024Q1: 193,209 shares; 2024Q2: 192,151 shares; 2024Q3: 194,669 shares; 2024Q4: 215,351 shares; 2025Q1: 249,288 shares 249,288$11.5M2.3%+33,937Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 191,588 shares; 2024Q1: 185,414 shares; 2024Q2: 183,550 shares; 2024Q3: 175,580 shares; 2024Q4: 507,984 shares; 2025Q1: 506,903 shares 506,903$11.2M2.23%-1,081Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 132,568 shares; 2024Q1: 155,460 shares; 2024Q2: 125,640 shares; 2024Q3: 132,247 shares; 2024Q4: 173,641 shares; 2025Q1: 185,332 shares 185,332$7.8M1.56%+11,691Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 319,366 shares; 2024Q1: 331,094 shares; 2024Q2: 347,140 shares; 2024Q3: 351,695 shares; 2024Q4: 347,612 shares; 2025Q1: 355,555 shares 355,555$7.65M1.53%+7,943Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 198,768 shares; 2024Q1: 197,680 shares; 2024Q2: 236,397 shares; 2024Q3: 241,928 shares; 2024Q4: 253,816 shares; 2025Q1: 191,376 shares 191,376$6.97M1.39%-62,440Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,072 shares; 2024Q1: 13,100 shares; 2024Q2: 13,100 shares; 2024Q3: 13,031 shares; 2024Q4: 13,013 shares; 2025Q1: 13,319 shares 13,319$4.94M0.99%+306Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,544 shares; 2024Q1: 76,086 shares; 2024Q2: 75,278 shares; 2024Q3: 90,263 shares; 2024Q4: 89,336 shares; 2025Q1: 96,565 shares 96,565$4.91M0.98%+7,229Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,415 shares; 2024Q1: 15,820 shares; 2024Q2: 16,317 shares; 2024Q3: 15,161 shares; 2024Q4: 15,963 shares; 2025Q1: 19,146 shares 19,146$4.25M0.85%+3,183Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,297 shares; 2024Q1: 45,198 shares; 2024Q2: 52,478 shares; 2024Q3: 59,614 shares; 2024Q4: 58,033 shares; 2025Q1: 65,600 shares 65,600$2.97M0.59%+7,567Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,794 shares; 2024Q1: 34,332 shares; 2024Q2: 34,031 shares; 2024Q3: 32,871 shares; 2024Q4: 32,496 shares; 2025Q1: 32,089 shares 32,089$2.91M0.58%-407Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,630 shares; 2024Q4: not reported; 2025Q1: 11,136 shares 11,136$2.88M0.57%newTimeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,943 shares; 2024Q1: 53,652 shares; 2024Q2: 50,760 shares; 2024Q3: 50,155 shares; 2024Q4: 48,703 shares; 2025Q1: 48,620 shares 48,620$2.43M0.48%-83Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,495 shares; 2024Q1: 23,608 shares; 2024Q2: 12,522 shares; 2024Q3: 14,227 shares; 2024Q4: 25,829 shares; 2025Q1: 31,529 shares 31,529$2.17M0.43%+5,700Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,540 shares; 2024Q1: 29,577 shares; 2024Q2: 28,176 shares; 2024Q3: 27,337 shares; 2024Q4: 25,941 shares; 2025Q1: 25,607 shares 25,607$2.13M0.42%-334Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,569 shares; 2024Q1: 11,744 shares; 2024Q2: 12,110 shares; 2024Q3: 11,862 shares; 2024Q4: 10,145 shares; 2025Q1: 10,128 shares 10,128$1.75M0.35%-17Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,770 shares; 2024Q4: 11,615 shares; 2025Q1: 11,714 shares 11,714$1.43M0.29%+99Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,027 shares; 2024Q4: 11,386 shares; 2025Q1: 11,203 shares 11,203$915K0.18%-183Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,608 shares; 2024Q1: 16,608 shares; 2024Q2: 16,608 shares; 2024Q3: 16,608 shares; 2024Q4: 16,608 shares; 2025Q1: 16,608 shares 16,608$855K0.17%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,521 shares; 2024Q2: 12,682 shares; 2024Q3: 12,682 shares; 2024Q4: 12,682 shares; 2025Q1: 12,682 shares 12,682$396K0.08%0Timeline

How Q1 2025 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 0002063364-25-000045 base2025-04-28acceptance time not in the bulk data set