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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Sensible-Financial-Planning--Management
Data Enrichment
60% identified18 identified12 unidentified
Holdings
30 positions • $501.0M total value
Manager:
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922020805
Shares:48.6K
Value:$2.4M
% of Portfolio:0.5% ($2.4M/$501.0M)
92206C565
Shares:31.5K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$501.0M)
25434V609
Shares:16.6K
Value:$855.1K
% of Portfolio:0.2% ($855.1K/$501.0M)
25434V203
Shares:12.7K
Value:$396.1K
% of Portfolio:0.1% ($396.1K/$501.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
32.1K | All Managers (Combined) | $2.9M | 0.6% ($2.9M/$501.0M) | |||
11.1K | QoQ NEW(+11.1K) YoY NEW(+11.1K) | All Managers (Combined) | $2.9M | 0.6% ($2.9M/$501.0M) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) | |
(cusip922020805)✕ | 48.6K | QoQ -0.17% (-83) | All Managers (Combined) | $2.4M | 0.5% ($2.4M/$501.0M) | |
(cusip92206C565)✕ | 31.5K | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$501.0M) | ||
CABOT CORP(CBTcusip127055101) | 25.6K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$501.0M) | ||
10.1K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$501.0M) | |||
11.7K | QoQ +0.85% (-99)YoY NEW(+11.7K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$501.0M) | YoY NEW(+$1.4M) | |
11.2K | QoQ -1.60% (-183)YoY NEW(+11.2K) | All Managers (Combined) | $915.2K | 0.2% ($915.2K/$501.0M) | YoY NEW(+$915.2K) | |
(cusip25434V609)✕ | 16.6K | All Managers (Combined) | $855.1K | 0.2% ($855.1K/$501.0M) | ||
(cusip25434V203)✕ | 12.7K | QoQ 0.00% (+0)YoY +1.28% (+161) | All Managers (Combined) | $396.1K | 0.1% ($396.1K/$501.0M) |