Sensible Financial Planning & Management, LLC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Waltham, MA
CIK
0001567738
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 53 506,520 SCHP, BNDX, USIG, MBB 13F-HR 10/28/2024 000156773824000011
Q2 2024 27 462,775 SCHP, BNDX, USIG, MBB 13F-HR 7/18/2024 000156773824000007
Q1 2024 29 452,270 SCHP, BNDX, USIG, MBB 13F-HR 5/6/2024 000156773824000005
Q4 2023 27 426,314 SCHP, USIG, BNDX, MBB 13F-HR 2/2/2024 000156773824000002
Q3 2023 28 397,654 SCHP, BNDX, USIG, MBB 13F-HR 10/26/2023 000156773823000009
Q2 2023 32 425,846 SCHP, BNDX, USIG, MBB 13F-HR 8/3/2023 000156773823000007
Q1 2023 32 423,826 SCHP, BNDX, USIG, MBB 13F-HR 4/14/2023 000156773823000005
Q4 2022 32 402,535 SCHP, USIG, BNDX, MBB 13F-HR 2/1/2023 000156773823000002
Q3 2022 43 388,759 SCHP, BNDX, USIG, MBB 13F-HR 11/7/2022 000156773822000009
Q2 2022 47 396,301 SCHP, BNDX, USIG, MBB 13F-HR 8/4/2022 000156773822000007
Q1 2022 43 374,211 BNDX, SCHZ, SCHP, USIG 13F-HR 5/18/2022 000156773822000005
Q4 2021 43 351,845 BNDX, SCHZ, BIV, VTI 13F-HR 2/11/2022 000156773822000002
Q3 2021 44 307,003 BNDX, SCHZ, VTI, SCHP 13F-HR 11/9/2021 000156773821000008
Q2 2021 44 296,193 BNDX, SCHZ, VTI, STIP 13F-HR 7/29/2021 000156773821000006
Q1 2021 42 272,377 BNDX, SCHZ, VTI, STIP 13F-HR 5/17/2021 000156773821000004
Q4 2020 43 268,267 BNDX, SCHZ, VTI, STIP 13F-HR 2/24/2021 000156773821000002
Q3 2020 37 244,484 BNDX, SCHZ, STIP, SCHX 13F-HR 11/6/2020 000156773820000008
Q2 2020 36 233,020 BNDX, SCHZ, VOO, SCHX 13F-HR 8/12/2020 000156773820000006
Q1 2020 34 209,925 BNDX, SCHZ, VOO, SCHX 13F-HR 5/7/2020 000156773820000004
Q4 2019 40 237,336 BNDX, SCHZ, VOO, SCHX 13F-HR 2/12/2020 000156773820000002
Q3 2019 35 231,635 SCHZ, BNDX, VOO, BIV 13F-HR 10/28/2019 000156773819000008
Q2 2019 33 233,733 SCHZ, BNDX, VOO, BIV 13F-HR 8/7/2019 000156773819000006
Q1 2019 32 221,055 SCHZ, BNDX, VOO, BIV 13F-HR 5/1/2019 000156773819000004
Q4 2018 30 206,436 SCHZ, BNDX, BIV, VOO 13F-HR 2/6/2019 000156773819000002
Q3 2018 29 215,542 SCHZ, BNDX, VOO, BND 13F-HR 10/29/2018 000156773818000008
Q2 2018 30 210,909 SCHZ, BNDX, VOO, AGG 13F-HR 8/7/2018 000156773818000006
Q1 2018 31 209,714 SCHZ, BNDX, AGG, VOO 13F-HR 5/11/2018 000156773818000004
Q4 2017 29 195,891 SCHZ, BNDX, AGG, VOO 13F-HR 2/13/2018 000156773818000002
Q3 2017 27 181,427 SCHZ, BNDX, VOO, BND 13F-HR 11/1/2017 000156773817000007
Q2 2017 26 159,782 SCHZ, BNDX, VOO, BND 13F-HR 8/11/2017 000156773817000005
Q1 2017 26 155,379 SCHZ, BNDX, VOO, BND 13F-HR 5/4/2017 000156773817000004
Q4 2016 26 144,528 SCHZ, BNDX, VOO, BND 13F-HR 2/6/2017 000156773817000002
Q3 2016 80 145,425 SCHZ, BNDX, VOO, BND 13F-HR 11/14/2016 000156773816000014
Q2 2016 85 142,839 SCHZ, BNDX, VOO, BND 13F-HR 8/11/2016 000156773816000011
Q1 2016 79 137,032 SCHZ, BNDX, VOO, BND 13F-HR 5/13/2016 000156773816000009
Q4 2015 83 131,378 SCHZ, BNDX, BND, VOO 13F-HR 2/12/2016 000156773816000008
Q3 2015 74 127,630 SCHZ, BNDX, BND, VOO 13F-HR 11/6/2015 000156773815000007
Q2 2015 76 121,410 SCHZ, BNDX, BND, VTIP 13F-HR 8/25/2015 000156773815000005
Q1 2015 33 110,065 SCHZ, BNDX, VTIP, BND 13F-HR 5/14/2015 000156773815000004
Q4 2014 72 97,909 BNDX, SCHZ, VTIP, BND 13F-HR 2/13/2015 000156773815000002
Q3 2014 71 114,863 BNDX, SCHZ, VTIP, BND 13F-HR 11/21/2014 000156773814000002