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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 $526,643,615 across 37 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 81.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002063364-25-000195

Period
2025-06-30
Reported value
$527M
Holdings
37
Top 10 weight
81.38%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MBBadded+48,495$4.55M
BNDXadded+43,813$2.17M
VOOadded+2,644$1.5M
ESGUadded+6,680$904K
ROEnew+26,189$844K

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
USIGreduced-28,308-$1.46M
MTUMreduced-4,076-$980K
VTCreduced-8,583-$664K
DFIPreduced-14,843-$621K
SPDWreduced-14,735-$597K

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, Q2 2025

Share positions as resolved from 13F-HR 0002063364-25-000195, largest first. % of portfolio is the value over $526,643,615, 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; 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; 2025Q2: 3,021,995 shares 3,021,995$80.6M15.31%+17,009Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,605,019 shares 1,605,019$79.5M15.09%+43,813Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,392,426 shares 1,392,426$71.6M13.6%-28,308Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 738,128 shares 738,128$69.3M13.16%+48,495Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 42,741 shares 42,741$24.3M4.61%+2,644Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 79,414 shares 79,414$24.1M4.58%-72Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 219,485 shares 219,485$22.6M4.29%+2,572Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 91,777 shares 91,777$22.1M4.19%-4,076Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 385,557 shares 385,557$19.6M3.73%-1,298Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 66,210 shares 66,210$14.9M2.83%+1,462Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 507,238 shares 507,238$12.4M2.35%+335Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 241,118 shares 241,118$11.2M2.12%-8,170Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 143,651 shares 143,651$11.1M2.11%-8,583Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 176,641 shares 176,641$7.15M1.36%-14,735Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 170,489 shares 170,489$7.13M1.35%-14,843Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 333,901 shares 333,901$7.07M1.34%-21,654Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 13,484 shares 13,484$5.91M1.12%+165Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 96,277 shares 96,277$5.49M1.04%-288Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 20,573 shares 20,573$4.88M0.93%+1,427Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,630 shares; 2024Q4: not reported; 2025Q1: 11,136 shares; 2025Q2: 10,942 shares 10,942$3.06M0.58%-194Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 61,001 shares 61,001$3.02M0.57%-4,599Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 31,097 shares 31,097$2.77M0.53%-992Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,770 shares; 2024Q4: 11,615 shares; 2025Q1: 11,714 shares; 2025Q2: 18,394 shares 18,394$2.49M0.47%+6,680Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 46,671 shares 46,671$2.35M0.45%-1,949Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 25,293 shares 25,293$1.9M0.36%-314Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,455 shares 10,455$1.85M0.35%+327Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 23,187 shares 23,187$1.61M0.31%-8,342Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,027 shares; 2024Q4: 11,386 shares; 2025Q1: 11,203 shares; 2025Q2: 11,163 shares 11,163$996K0.19%-40Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 16,607 shares 16,607$896K0.17%-1Timeline
ROEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,189 shares 26,189$844K0.16%newTimeline
AGGAEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,407 shares 29,407$742K0.14%newTimeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,872 shares 13,872$657K0.12%newTimeline
GQQQEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,153 shares 22,153$600K0.11%newTimeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,577 shares 20,577$592K0.11%newTimeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,086 shares 10,086$495K0.09%newTimeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,273 shares 11,273$442K0.08%newTimeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 12,682 shares 12,682$438K0.08%0Timeline

How Q2 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 0002063364-25-000195 base2025-08-08acceptance time not in the bulk data set