Sensible Financial Planning & Management, LLC. Portfolio Holdings
Q3 2025•31 long positions•$550.7M portfolio value
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Holding35 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $83.2M 15.12% | +$1.8M Bought | — 3.1M shares | 3.0M → 3.1M +$1.8M | +2.2% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $83.0M 15.07% | +$3.6M Bought | — 1.7M shares | 1.6M → 1.7M +$3.6M | +4.5% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $75.7M 13.76% | +$5.5M Bought | — 796.1K shares | 738.1K → 796.1K +$5.5M | +7.85% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $73.5M 13.35% | +$809.5K Bought | — 1.4M shares | 1.4M → 1.4M +$809.5K | +1.11% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $27.6M 5.01% | +$1.4M Bought | — 45.0K shares | 42.7K → 45.0K +$1.4M | +5.33% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $26.1M 4.73% | +$4.3K Bought | — 79.4K shares | 79.4K → 79.4K +$4.3K | +0.02% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $23.0M 4.17% | +$294.6K Bought | — 222.3K shares | 219.5K → 222.3K +$294.6K | +1.3% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $22.6M 4.1% | -$946.0K Sold | — 88.1K shares | 91.8K → 88.1K −$946.0K | -4.02% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $21.7M 3.94% | +$525.6K Bought | — 395.1K shares | 385.6K → 395.1K +$525.6K | +2.49% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $15.5M 2.81% | -$693.2K Sold | — 63.4K shares | 66.2K → 63.4K −$693.2K | -4.29% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $13.0M 2.37% | -$315.1K Sold | — 495.3K shares | 507.2K → 495.3K −$315.1K | -2.36% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $11.5M 2.09% | +$261.6K Bought | — 147.0K shares | 143.7K → 147.0K +$261.6K | +2.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.3M 2.05% | -$35.6K Sold | — 240.4K shares | 241.1K → 240.4K −$35.6K | -0.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.2M 1.49% | +$1.0M Bought | — 194.2K shares | 170.5K → 194.2K +$1.0M | +13.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.4M 1.35% | -$141.4K Sold | — 173.3K shares | 176.6K → 173.3K −$141.4K | -1.87% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $6.9M 1.26% | -$252.5K Sold | — 322.2K shares | 333.9K → 322.2K −$252.5K | -3.51% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $6.5M 1.17% | -$3.8K Sold | — 13.5K shares | 13.5K → 13.5K −$3.8K | -0.06% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $5.7M 1.03% | -$95.0K Sold | — 94.7K shares | 96.3K → 94.7K −$95.0K | -1.65% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $5.1M 0.93% | -$109.3K Sold | — 20.1K shares | 20.6K → 20.1K −$109.3K | -2.09% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.3M 0.605% | +$25.0K Bought | — 61.5K shares | 61.0K → 61.5K +$25.0K | +0.76% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.1M 0.57% | -$75.8K Sold | — 10.7K shares | 10.9K → 10.7K −$75.8K | -2.36% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 0.535% | +$266.9K Bought | — 20.2K shares | 18.4K → 20.2K +$266.9K | +9.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 0.498% | -$101.2K Sold | — 30.0K shares | 31.1K → 30.0K −$101.2K | -3.56% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $2.2M 0.407% | -$119.7K Sold | — 44.3K shares | 46.7K → 44.3K −$119.7K | -5.07% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $2.0M 0.361% | +$39.0K Bought | — 10.7K shares | 10.5K → 10.7K +$39.0K | +2.0% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $2.0M 0.354% | +$335.6K Bought | — 28.0K shares | 23.2K → 28.0K +$335.6K | +20.77% | — — | Q4 2022 Held for 2y 11m | |
Chemicals - Specialty Basic Materials | $1.9M 0.345% | -$23.9K Sold | 0.047% 25.0K shares | 25.3K → 25.0K −$23.9K | -1.24% | $4.0B Mid Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $1.0M 0.182% | -$36.5K Sold | — 10.8K shares | 11.2K → 10.8K −$36.5K | -3.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $920.8K 0.167% | -$45.9K Sold | — 15.8K shares | 16.6K → 15.8K −$45.9K | -4.75% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $540.4K 0.098% | +$50.9K Bought | — 12.4K shares | 11.3K → 12.4K +$50.9K | +10.4% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $461.0K 0.084% | — | — 12.7K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | - — | -$843.5K Sold | — - shares | 26.2K → 0 −$843.5K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$592.0K Sold | — - shares | 20.6K → 0 −$592.0K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$657.0K Sold | — - shares | 13.9K → 0 −$657.0K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$494.9K Sold | — - shares | 10.1K → 0 −$494.9K | Sold | — — | Q2 2025 Held for 5 months |
