Sensible Financial Planning & Management, LLC. - Portfolio overview

Sensible Financial Planning & Management, LLC. has 31 reported holdings in this dataset, with the latest filing dated 2025-11-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials.

Largest reported holdings by portfolio allocation

1. SCHP - SCHWAB STRATEGIC TR, 15.12%
2. BNDX - VANGUARD CHARLOTTE FDS, 15.07%
3. MBB - ISHARES TR, 13.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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