Latest Sensible Financial Planning & Management, LLC. Stock Portfolio
$550Million | No. of Holdings #31
About Sensible Financial Planning & Management, LLC. and 13F Hedge Fund Stock Holdings
Sensible Financial Planning & Management, LLC. is a hedge fund based in Waltham, MA. On 2025-11-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sensible Financial Planning & Management, LLC. reported an equity portfolio of $550.7 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Sensible Financial Planning & Management, LLC. are FNDA, BNDX, AAXJ. The fund has invested 15.1% of it's portfolio in SCHWAB STRATEGIC TR and 15.1% of portfolio in VANGUARD CHARLOTTE FDS. <br><br> The fund managers got completely rid off EA SERIES TRUST (BOB), EA SERIES TRUST and SPDR INDEX SHS FDS (EEMX) stocks. They significantly reduced their stock positions in VANGUARD MALVERN FDS (VTIP), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD WORLD FD (EDV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), DIMENSIONAL ETF TRUST (DFAC) and ISHARES INC (EMGF).
Sensible Financial Planning & Management, LLC. Equity Portfolio Value
Last Reported on: 05 Nov, 2025
$550Million
as of Nov 05, 2025Sensible Financial Planning & Management, LLC. Annual Return Estimates Vs S&P 500
- Performance
New Buys
No new stocks were added by Sensible Financial Planning & Management, LLC.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 20.77 |
| dimensional etf trust | 13.9 |
| ishares inc | 10.4 |
| ishares tr | 9.97 |
| ishares tr | 7.85 |
| vanguard index fds | 5.33 |
| vanguard charlotte fds | 4.5 |
| spdr series trust | 2.49 |
Additions to existing portfolio by Sensible Financial Planning & Management, LLC.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard malvern fds | -5.07 |
| dimensional etf trust | -4.75 |
| vanguard world fd | -4.29 |
| ishares tr | -4.02 |
| vanguard index fds | -3.56 |
| ishares tr | -3.52 |
| schwab strategic tr | -3.51 |
| schwab strategic tr | -2.36 |
Sensible Financial Planning & Management, LLC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ea series trust | -742,145 |
| ea series trust | -843,548 |
| ea series trust | -599,656 |
| spdr series trust | -592,001 |
| spdr index shs fds | -656,977 |
| doubleline etf trust | -494,921 |
Sensible Financial Planning & Management, LLC. got rid off the above stocks
Sector Distribution
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 95.5 |
| Utilities | 4.2 |
Market Cap. Distribution
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.5 |
| SMALL-CAP | 4.2 |
Stocks belong to which Index?
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 95.5 |
| RUSSELL 2000 | 4.5 |
Sensible Financial Planning & Management, LLC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sensible Financial Planning & Management, LLC.
$550.65MTotal Value
37.00Positions
05 Nov, 2025Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 13.76% | 796,082 | $75.75M 13.76% | 7.85%increased 7.85 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 13.35% | 1,407,930 | $73.52M 13.35% | 1.11%increased 1.11 percentadded | |
 AGT Ishares TrIshares TrAGT | 0.54% | 20,227 | $2.95M 0.54% | 9.97%increased 9.97 percentadded | |
AGT Ishares TrIshares TrAGT | 0.18% | 10,770 | $1.00M 0.18% | 3.52%decreased 3.52 percentreduced | |
 Ishares Tr Ishares TrAMPS Sensible Financial Planning & Management, LLC.'s holding in Ishares Tr over time | 4.17% | 222,335 | $22.98M 4.17% | 1.3%increased 1.3 percentadded | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 3.94% | 395,140 | $21.67M 3.94% | 2.49%increased 2.49 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 2.09% | 146,989 | $11.52M 2.09% | 2.32%increased 2.32 percentadded | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 2.05% | 240,360 | $11.29M 2.05% | 0.31%decreased 0.31 percentreduced | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.35% | 28,004 | $1.95M 0.35% | 20.77%increased 20.77 percentadded | |
 BNDX Vanguard Charlotte FdsVanguard Charlotte FdsBNDX | 15.07% | 1,677,300 | $82.96M 15.07% | 4.5%increased 4.5 percentadded | |
 BOB Ea Series TrustEa Series TrustBOB | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
BOB Ea Series TrustEa Series TrustBOB | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Cabot Corp Cabot CorpCBT Sensible Financial Planning & Management, LLC.'s holding in Cabot Corp over time | 0.34% | 24,979 | $1.90M 0.34% | 1.24%decreased 1.24 percentreduced | |
 CWI Spdr Index Shs FdsSpdr Index Shs FdsCWI | 1.35% | 173,336 | $7.42M 1.35% | 1.87%decreased 1.87 percentreduced | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 1.49% | 194,181 | $8.20M 1.49% | 13.9%increased 13.9 percentadded | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.17% | 15,818 | $920.8K 0.17% | 4.75%decreased 4.75 percentreduced | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.08% | 12,682 | $461.0K 0.08% | 0%unchanged 0 percentunchanged | |
 EDV Vanguard World FdVanguard World FdEDV | 2.81% | 63,370 | $15.47M 2.81% | 4.29%decreased 4.29 percentreduced | |
 EEMX Spdr Index Shs FdsSpdr Index Shs FdsEEMX | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |