StockDriftsStockDriftsTop 31 Sensible Financial Planning & Management, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | 15.12% | 3.09M | $83.2M | +2.20%(+66.56K) | $28.94(-8.40%) | 2025-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 15.07% | 1.68M | $83.0M | +4.50%(+72.28K) | $53.20(-8.98%) | 2025-09-30 | |
| MBB | ISHARES TR | 13.76% | 796.1K | $75.7M | +7.85%(+57.95K) | $99.22(-3.89%) | 2025-09-30 | |
| USIG | ISHARES TR | 13.35% | 1.41M | $73.5M | +1.11%(+15.50K) | $53.37(-2.73%) | 2025-09-30 | |
| VOO | VANGUARD INDEX FDS | 5.01% | 45.0K | $27.6M | +5.33%(+2.28K) | $295.58(+114.78%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.73% | 79.4K | $26.1M | +0.02%(+13) | $149.32(+127.48%) | 2025-09-30 | |
| STIP | ISHARES TR | 4.17% | 222.3K | $23.0M | +1.30%(+2.85K) | $101.20(+1.16%) | 2025-09-30 | |
| MTUM | ISHARES TR | 4.1% | 88.1K | $22.6M | -4.02%(-3.69K) | $133.01(+91.74%) | 2025-09-30 | |
| SPYX | SPDR SERIES TRUST | 3.94% | 395.1K | $21.7M | +2.49%(+9.58K) | $29.90(+90.36%) | 2025-09-30 | |
| MGC | VANGUARD WORLD FD | 2.81% | 63.4K | $15.5M | -4.29%(-2.84K) | $154.87(+64.05%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.90% | — | — | +34.90% |
| Top 20 Holdings Unweighted | +15.82% | +55.38% | — | — | +55.38% |
Sensible Financial Planning & Management, Llc. reports $550.65M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are SCHP (15.1%), BNDX (15.1%) and MBB (13.8%). The top 20 holdings account for 96.4% of reported assets. Its disclosed equity book has returned +34.90% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sensible Financial Planning & Management, Llc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1567738). View Sensible Financial Planning & Management, Llc.’s 13F filings on SEC