Sensible Financial Planning & Management, LLC.

Period ended Sep 30, 2025 · Latest filing Nov 5, 2025

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values

Sep 30, 2025: $550,651,337

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

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View top holdings values

SCHWAB STRATEGIC TR · US TIPS ETF · 808524870 · shares: $83,236,646
VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $82,959,090
ISHARES TR · MBS ETF · 464288588 · shares: $75,747,197
ISHARES TR · USD INV GRDE ETF · 464288620 · shares: $73,521,932
VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $27,567,489
VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $26,065,715
ISHARES TR · 0-5 YR TIPS ETF · 46429B747 · shares: $22,980,587
ISHARES TR · MSCI USA MMENTM · 46432F396 · shares: $22,590,182
SPDR SERIES TRUST · SPDR S&P 500 ETF · 78468R796 · shares: $21,673,408
VANGUARD WORLD FD · MEGA CAP INDEX · 921910873 · shares: $15,468,000

Reported holdings

31 reported entries

Issuer	Class	CUSIP	Type	Shares / principal	Reported value (USD)
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	—	3,088,558 shares	$83,236,646
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	92203J407	—	1,677,297 shares	$82,959,090
ISHARES TR	MBS ETF	464288588	—	796,082 shares	$75,747,197
ISHARES TR	USD INV GRDE ETF	464288620	—	1,407,927 shares	$73,521,932
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	—	45,017 shares	$27,567,489
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	—	79,427 shares	$26,065,715
ISHARES TR	0-5 YR TIPS ETF	46429B747	—	222,335 shares	$22,980,587
ISHARES TR	MSCI USA MMENTM	46432F396	—	88,088 shares	$22,590,182
SPDR SERIES TRUST	SPDR S&P 500 ETF	78468R796	—	395,140 shares	$21,673,408
VANGUARD WORLD FD	MEGA CAP INDEX	921910873	—	63,370 shares	$15,468,000
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	—	495,277 shares	$13,045,590
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	92206C573	—	146,989 shares	$11,520,998
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	92206C771	—	240,360 shares	$11,287,306
DIMENSIONAL ETF TRUST	INFLATION PROTE	25434V856	—	194,181 shares	$8,200,284
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	78463X889	—	173,336 shares	$7,417,031
SCHWAB STRATEGIC TR	US REIT ETF	808524847	—	322,193 shares	$6,949,711
VANGUARD INDEX FDS	GROWTH ETF	922908736	—	13,476 shares	$6,463,225
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	—	94,692 shares	$5,673,938
VANGUARD INDEX FDS	SMALL CP ETF	922908751	—	20,143 shares	$5,121,857
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	—	61,463 shares	$3,330,059
VANGUARD INDEX FDS	MID CAP ETF	922908629	—	10,684 shares	$3,138,384
ISHARES TR	ESG AWR MSCI USA	46435G425	—	20,227 shares	$2,945,101
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	—	29,990 shares	$2,741,647
VANGUARD MALVERN FDS	STRM INFPROIDX	922020805	—	44,307 shares	$2,243,282
VANGUARD INDEX FDS	VALUE ETF	922908744	—	10,664 shares	$1,988,650
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	92206C565	—	28,004 shares	$1,950,856
CABOT CORP	COM	127055101	—	24,979 shares	$1,899,653
ISHARES TR	ESG AW MSCI EAFE	46435G516	—	10,770 shares	$1,001,395
DIMENSIONAL ETF TRUST	US TARGETED VLU	25434V609	—	15,818 shares	$920,766
ISHARES INC	ESG AWR MSCI EM	46434G863	—	12,445 shares	$540,362
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	25434V203	—	12,682 shares	$460,996