Sensible Financial Planning & Management, LLC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$482M
Signature - Title
Charles Luce - Chief Compliance Officer
Location
Waltham, MA
Summary
This page shows a list of all the recent 13F filings made by Sensible Financial Planning & Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sensible Financial Planning & Management, LLC. reported 29 stock holdings with total value $482M as of Q4 2024. Top holdings included SCHP, BNDX, USIG, MBB, and VTI.
Holdings Value