Latest Sensible Financial Planning & Management, LLC. Stock Portfolio
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 19-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $705.4 Millions. In it's latest 13F Holdings report, Sensible Financial Planning & Management, LLC. reported an equity portfolio of $550.7 Millions as of 30 Sep, 2025.
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.
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).
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.
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. Annual Return Estimates Vs S&P 500
New Buys
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
| Sector | % |
|---|---|
| Others | 95.5 |
| Utilities | 4.2 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 95.5 |
| SMALL-CAP | 4.2 |
Stocks belong to which Index?
| 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.
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 13.76 | 796,082 | 75,747,200 | added | 7.85 | ||
| AAXJ | ishares tr | 13.35 | 1,407,930 | 73,521,900 | added | 1.11 | ||
| AGT | ishares tr | 0.54 | 20,227 | 2,945,100 | added | 9.97 | ||
| AGT | ishares tr | 0.18 | 10,770 | 1,001,400 | reduced | -3.52 | ||
| AMPS | ishares tr | 4.17 | 222,335 | 22,980,600 | added | 1.3 | ||
| BIL | spdr series trust | 3.94 | 395,140 | 21,673,400 | added | 2.49 | ||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 2.09 | 146,989 | 11,521,000 | added | 2.32 | ||
| BNDW | vanguard scottsdale fds | 2.05 | 240,360 | 11,287,300 | reduced | -0.31 | ||
| BNDW | vanguard scottsdale fds | 0.35 | 28,004 | 1,950,860 | added | 20.77 | ||
| BNDX | vanguard charlotte fds | 15.07 | 1,677,300 | 82,959,100 | added | 4.5 | ||
| BOB | ea series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BOB | ea series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CBT | cabot corp | 0.34 | 24,979 | 1,899,650 | reduced | -1.24 | ||
| CWI | spdr index shs fds | 1.35 | 173,336 | 7,417,030 | reduced | -1.87 | ||
| DFAC | dimensional etf trust | 1.49 | 194,181 | 8,200,280 | added | 13.9 | ||
| DFAC | dimensional etf trust | 0.17 | 15,818 | 920,766 | reduced | -4.75 | ||
| DFAC | dimensional etf trust | 0.08 | 12,682 | 460,996 | unchanged | 0.00 | ||
| EDV | vanguard world fd | 2.81 | 63,370 | 15,468,000 | reduced | -4.29 | ||
| EEMX | spdr index shs fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||