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Showing Q3 2025 data
Sensible Financial Planning & Management, LLC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Sensible Financial Planning & Management, LLC.
•CIK: 1567738•Filing: Q3 2025
**Sensible Financial Planning & Management, LLC.** manages $551M across a diversified portfolio of 31 positions. The strategy exhibits significant allocations to fixed income and broad market exposure, notably holding SCHP ($83.2M) and BNDX ($83.0M). Further concentration is visible in MBB ($75.7M) and USIG ($73.5M), underpinning a core mandate focused on stability and systematic growth.
Total AUM
$550.7M
QoQ Performance
+4.6%
Positions
14
Top 10 Concentration
82.1%
Latest Filing
Q3 2025
Top Holdings Allocation
SCHP
BNDX
MBB
USIG
VOO
SCHP15.1%
BNDX15.1%
MBB13.8%
USIG13.4%
VOO5.0%
VTI4.7%
STIP4.2%
MTUM4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.0%
ETF5.0%
🚪 Exited Positionssold since Q2 2025
+1 more exited positions
Changes from Q2 2025
↑15 increased
↓15 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023