Sensible-Financial-Planning--Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  "SCHX",
  "SPDW",
  "VNQ",
  "VO",
  "VWO",
  null,
  null,
  "MGC",
  "ESGD",
  "VUG",
  "VEA",
  null,
  "BNDX",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  "MTUM",
  "ESGU",
  null,
  "CBT",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 30
Total Value: 501040673
Accession Number: 0002063364-25-000045
Form Type: 13F-HR
CIK: sensible-financial-planning--management
Manager Name: Sensible-Financial-Planning--Management

Data Enrichment

60% identified

18 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

30 positions • $501.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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808524870

Shares:3.0M

Value:$80.8M

% of Portfolio:16.1% ($80.8M/$501.0M)

92203J407

BNDX|92203J407

Shares:1.6M

Value:$76.2M

% of Portfolio:15.2% ($76.2M/$501.0M)

464288620

Shares:1.4M

Value:$72.6M

% of Portfolio:14.5% ($72.6M/$501.0M)

464288588

Shares:689.6K

Value:$64.7M

% of Portfolio:12.9% ($64.7M/$501.0M)

46429B747

Shares:216.9K

Value:$22.4M

% of Portfolio:4.5% ($22.4M/$501.0M)

922908769

VTI|922908769

Shares:79.5K

Value:$21.8M

% of Portfolio:4.4% ($21.8M/$501.0M)

922908363

VOO|922908363

Shares:40.1K

Value:$20.6M

% of Portfolio:4.1% ($20.6M/$501.0M)

46432F396

MTUM|46432F396

Shares:95.9K

Value:$19.4M

% of Portfolio:3.9% ($19.4M/$501.0M)

78468R796

Shares:386.9K

Value:$17.7M

% of Portfolio:3.5% ($17.7M/$501.0M)

921910873

MGC|921910873

Shares:64.7K

Value:$13.0M

% of Portfolio:2.6% ($13.0M/$501.0M)

92206C573

Shares:152.2K

Value:$11.7M

% of Portfolio:2.3% ($11.7M/$501.0M)

92206C771

Shares:249.3K

Value:$11.5M

% of Portfolio:2.3% ($11.5M/$501.0M)

808524201

SCHX|808524201

Shares:506.9K

Value:$11.2M

% of Portfolio:2.2% ($11.2M/$501.0M)

25434V856

Shares:185.3K

Value:$7.8M

% of Portfolio:1.6% ($7.8M/$501.0M)

808524847

SCHH|808524847

Shares:355.6K

Value:$7.6M

% of Portfolio:1.5% ($7.6M/$501.0M)

78463X889

SPDW|78463X889

Shares:191.4K

Value:$7.0M

% of Portfolio:1.4% ($7.0M/$501.0M)

922908736

VUG|922908736

Shares:13.3K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$501.0M)

921943858

VEA|921943858

Shares:96.6K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$501.0M)

922908751

VB|922908751

Shares:19.1K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$501.0M)

922042858

VWO|922042858

Shares:65.6K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$501.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524870)✕	3.0M	QoQ +2.36% (+69.5K) YoY +107.31% (+1.6M)	All Managers (Combined)	$80.8M	16.1% ($80.8M/$501.0M)	QoQ +6.56% (+$5.0M) YoY +106778.03% (+$80.7M)
(BNDXcusip92203J407)	1.6M	QoQ +3.50% (+52.9K) YoY +8.36% (+120.6K)	All Managers (Combined)	$76.2M	15.2% ($76.2M/$501.0M)	QoQ +3.02% (+$2.2M) YoY +107453.88% (+$76.1M)
(cusip464288620)✕	1.4M	QoQ +1.01% (+14.3K) YoY +7.52% (+99.4K)	All Managers (Combined)	$72.6M	14.5% ($72.6M/$501.0M)	QoQ +2.62% (+$1.9M) YoY +108077.79% (+$72.5M)
(cusip464288588)✕	689.6K	QoQ +2.94% (+19.7K) YoY +8.48% (+53.9K)	All Managers (Combined)	$64.7M	12.9% ($64.7M/$501.0M)	QoQ +5.30% (+$3.3M) YoY +109977.40% (+$64.6M)
(cusip46429B747)✕	216.9K	QoQ +2.58% (+5.5K) YoY +14.38% (+27.3K)	All Managers (Combined)	$22.4M	4.5% ($22.4M/$501.0M)	QoQ +5.51% (+$1.2M) YoY +118928.16% (+$22.4M)
(VTIcusip922908769)	79.5K	QoQ +5.01% (-3.8K) YoY +0.54% (+429)	All Managers (Combined)	$21.8M	4.4% ($21.8M/$501.0M)	QoQ -0.40% (-$89.2K) YoY +106222.39% (+$21.8M)
(VOOcusip922908363)	40.1K	QoQ +3.21% (-1.2K) YoY +3.14% (+1.2K)	All Managers (Combined)	$20.6M	4.1% ($20.6M/$501.0M)	QoQ -1.55% (-$325.4K) YoY +110176.30% (+$20.6M)
(MTUMcusip46432F396)	95.9K	QoQ -2.00% (-2.0K) YoY -8.60% (-9.0K)	All Managers (Combined)	$19.4M	3.9% ($19.4M/$501.0M)	QoQ -4.27% (-$864.8K) YoY +98504.50% (-$19.4M)
(cusip78468R796)✕	386.9K	QoQ +1.34% (-5.1K) YoY -1.37% (-5.4K)	All Managers (Combined)	$17.7M	3.5% ($17.7M/$501.0M)	QoQ -3.70% (-$680.5K) YoY +105324.26% (-$17.7M)
(MGCcusip921910873)	64.7K	QoQ +17.25% (+9.5K) YoY +58.86% (+24.0K)	All Managers (Combined)	$13.0M	2.6% ($13.0M/$501.0M)	QoQ +11.03% (+$1.3M) YoY +171104.74% (+$13.0M)
(cusip92206C573)✕	152.2K	QoQ +7.46% (+10.6K) YoY +19.68% (+25.0K)	All Managers (Combined)	$11.7M	2.3% ($11.7M/$501.0M)	QoQ +9.00% (+$966.2K) YoY +119862.77% (+$11.7M)
(cusip92206C771)✕	249.3K	QoQ +15.75% (+33.9K) YoY +29.02% (+56.1K)	All Managers (Combined)	$11.5M	2.3% ($11.5M/$501.0M)	QoQ +18.23% (+$1.8M) YoY +130909.32% (+$11.5M)
(SCHXcusip808524201)	506.9K	QoQ -0.21% (-1.1K) YoY +173.38% (+321.5K)	All Managers (Combined)	$11.2M	2.2% ($11.2M/$501.0M)	QoQ -4.94% (-$582.6K) YoY +97166.13% (+$11.2M)
(cusip25434V856)✕	185.3K	QoQ +6.73% (+11.7K) YoY +19.21% (+29.9K)	All Managers (Combined)	$7.8M	1.6% ($7.8M/$501.0M)	QoQ +11.00% (+$773.7K) YoY +121598.67% (+$7.8M)
(SCHHcusip808524847)	355.6K	QoQ +2.28% (+7.9K) YoY +7.38% (+24.5K)	All Managers (Combined)	$7.6M	1.5% ($7.6M/$501.0M)	QoQ +4.47% (+$327.3K) YoY +113692.41% (+$7.6M)
(SPDWcusip78463X889)	191.4K	QoQ -24.60% (-62.4K) YoY -3.18% (-6.3K)	All Managers (Combined)	$7.0M	1.4% ($7.0M/$501.0M)	QoQ -19.56% (-$1.7M) YoY +98248.63% (-$7.0M)
(VUGcusip922908736)	13.3K	QoQ +2.35% (-306) YoY +1.67% (+219)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$501.0M)	QoQ -7.52% (-$402.1K) YoY +109435.41% (+$4.9M)
(VEAcusip921943858)	96.6K	QoQ +8.09% (+7.2K) YoY +26.91% (+20.5K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$501.0M)	QoQ +14.89% (+$636.4K) YoY +128493.03% (+$4.9M)
(VBcusip922908751)	19.1K	QoQ +19.93% (+3.2K) YoY +21.02% (+3.3K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$501.0M)	QoQ +10.69% (+$410.0K) YoY +117314.62% (+$4.2M)
(VWOcusip922042858)	65.6K	QoQ +13.03% (+7.6K) YoY +45.13% (+20.4K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$501.0M)	QoQ +16.17% (+$413.3K) YoY +157160.16% (+$3.0M)