Notify me when Sensible Financial Planning & Management, LLC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 31 | $550,651,337 | +$15,890,273 | -$6,924,296 | +$8,965,977 | SCHP, BNDX, MBB, USIG, VOO | 13F-HR | 05 Nov 2025, 14:31 |
| Q2 2025 | 37 | $526,643,615 | +$15,022,689 | -$6,331,442 | +$8,691,247 | SCHP, BNDX, USIG, MBB, VOO | 13F-HR | 08 Aug 2025, 13:03 |
| Q1 2025 | 30 | $501,040,673 | +$19,293,234 | -$2,780,130 | +$16,513,104 | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 28 Apr 2025, 13:02 |
| Q4 2024 | 29 | $482,484,623 | +$54,265,904 | -$18,866,794 | +$35,399,110 | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 07 Feb 2025, 12:16 |
| Q3 2024 | 53 | $506,520,000 | +$24,299,817 | -$1,786,263 | +$22,513,554 | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 28 Oct 2024, 15:14 |
| Q2 2024 | 27 | $462,775,000 | +$13,815,608 | -$4,523,556 | +$9,292,052 | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 18 Jul 2024, 12:06 |
| Q1 2024 | 29 | $452,270,000 | +$21,969,326 | -$5,764,917 | +$16,204,409 | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 06 May 2024, 11:02 |
| Q4 2023 | 27 | $426,314,000 | +$14,012,511 | -$11,444,342 | +$2,568,169 | SCHP, USIG, BNDX, MBB, VTI | 13F-HR | 02 Feb 2024, 09:52 |
| Q3 2023 | 28 | $397,654,000 | +$9,921,584 | -$23,395,254 | -$13,473,670 | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 26 Oct 2023, 18:57 |
| Q2 2023 | 32 | $425,846,000 | +$6,314,406 | -$7,541,861 | -$1,227,455 | SCHP, BNDX, USIG, MBB, VTI | 13F-HR | 03 Aug 2023, 14:03 |
| Q1 2023 | 32 | $423,826,000 | +$18,242,380 | -$2,069,750 | +$16,172,630 | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 14 Apr 2023, 14:04 |
| Q4 2022 | 32 | $402,535,000 | +$18,685,741 | -$15,454,990 | +$3,230,751 | SCHP, USIG, BNDX, MBB, STIP | 13F-HR | 01 Feb 2023, 18:47 |
| Q3 2022 | 43 | $388,759,000 | +$24,361,322 | -$9,953,711 | +$14,407,611 | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 07 Nov 2022, 12:23 |
| Q2 2022 | 47 | $396,301,000 | +$112,779,402 | -$55,597,439 | +$57,181,963 | SCHP, BNDX, USIG, MBB, STIP | 13F-HR | 04 Aug 2022, 12:58 |
| Q1 2022 | 43 | $374,211,000 | +$98,603,433 | -$47,973,168 | +$50,630,265 | BNDX, SCHZ, SCHP, USIG, MBB | 13F-HR | 18 May 2022, 09:47 |
| Q4 2021 | 43 | $351,845,000 | +$38,791,196 | -$1,424,811 | +$37,366,385 | BNDX, SCHZ, BIV, VTI, MTUM | 13F-HR | 11 Feb 2022, 10:59 |
| Q3 2021 | 44 | $307,003,000 | +$13,191,220 | -$526,445 | +$12,664,775 | BNDX, SCHZ, VTI, SCHP, MTUM | 13F-HR | 09 Nov 2021, 09:08 |
| Q2 2021 | 44 | $296,193,000 | +$17,443,516 | -$2,221,744 | +$15,221,772 | BNDX, SCHZ, VTI, STIP, SCHP | 13F-HR | 29 Jul 2021, 12:39 |
| Q1 2021 | 42 | $272,377,000 | +$8,281,884 | -$4,828,967 | +$3,452,917 | BNDX, SCHZ, VTI, STIP, SCHP | 13F-HR | 14 May 2021, 18:41 |
| Q4 2020 | 43 | $268,267,000 | +$16,399,609 | -$3,358,511 | +$13,041,098 | BNDX, SCHZ, VTI, STIP, SCHP | 13F-HR | 24 Feb 2021, 14:10 |
| Q3 2020 | 37 | $244,484,000 | +$9,685,555 | -$5,284,280 | +$4,401,275 | BNDX, SCHZ, STIP, SCHX, VTI | 13F-HR | 06 Nov 2020, 08:27 |
| Q2 2020 | 36 | $233,020,000 | +$13,739,597 | -$8,600,839 | +$5,138,758 | BNDX, SCHZ, VOO, SCHX, BIV | 13F-HR | 12 Aug 2020, 11:32 |
| Q1 2020 | 34 | $209,925,000 | +$7,572,044 | -$18,592,662 | -$11,020,618 | BNDX, SCHZ, VOO, SCHX, BIV | 13F-HR | 07 May 2020, 08:21 |
| Q4 2019 | 40 | $237,336,000 | +$14,215,453 | -$10,805,150 | +$3,410,303 | BNDX, SCHZ, VOO, SCHX, BIV | 13F-HR | 12 Feb 2020, 14:35 |
| Q3 2019 | 35 | $231,635,000 | +$10,354,213 | -$16,554,226 | -$6,200,013 | SCHZ, BNDX, VOO, BIV, SCHX | 13F-HR | 28 Oct 2019, 10:34 |
| Q2 2019 | 33 | $233,733,000 | +$8,668,305 | -$1,669,582 | +$6,998,723 | SCHZ, BNDX, VOO, BIV, SCHX | 13F-HR | 07 Aug 2019, 10:51 |
| Q1 2019 | 32 | $221,055,000 | +$5,920,810 | -$2,538,653 | +$3,382,157 | SCHZ, BNDX, VOO, BIV, SCHX | 13F-HR | 01 May 2019, 10:34 |
| Q4 2018 | 30 | $206,436,000 | +$21,136,731 | -$22,659,094 | -$1,522,363 | SCHZ, BNDX, BIV, VOO, SCHX | 13F-HR | 06 Feb 2019, 10:13 |
| Q3 2018 | 29 | $215,542,000 | +$9,060,498 | -$6,048,313 | +$3,012,185 | SCHZ, BNDX, VOO, BND, SCHX | 13F-HR | 29 Oct 2018, 12:06 |
| Q2 2018 | 30 | $210,909,000 | +$13,195,016 | -$12,688,264 | +$506,752 | SCHZ, BNDX, VOO, AGG, BND | 13F-HR | 07 Aug 2018, 14:28 |
| Q1 2018 | 31 | $209,714,000 | +$16,868,670 | -$681,558 | +$16,187,112 | SCHZ, BNDX, AGG, VOO, BND | 13F-HR | 11 May 2018, 13:49 |
| Q4 2017 | 29 | $195,891,000 | +$14,698,051 | -$1,968,657 | +$12,729,394 | SCHZ, BNDX, AGG, VOO, BND | 13F-HR | 13 Feb 2018, 10:24 |
| Q3 2017 | 27 | $181,427,000 | +$24,069,097 | -$4,201,270 | +$19,867,827 | SCHZ, BNDX, VOO, BND, AGG | 13F-HR | 01 Nov 2017, 11:15 |
| Q2 2017 | 26 | $159,782,000 | +$5,676,712 | -$2,897,164 | +$2,779,548 | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 11 Aug 2017, 15:36 |
| Q1 2017 | 26 | $155,379,000 | +$9,717,080 | -$976,106 | +$8,740,974 | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 04 May 2017, 14:44 |
| Q4 2016 | 26 | $144,528,000 | +$5,226,196 | -$2,838,153 | +$2,388,043 | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 06 Feb 2017, 11:45 |
| Q3 2016 | 78 | $145,425,000 | +$3,837,611 | -$2,782,958 | +$1,054,653 | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 14 Nov 2016, 09:26 |
| Q2 2016 | 84 | $142,839,000 | +$4,464,961 | -$1,189,025 | +$3,275,936 | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 11 Aug 2016, 12:08 |
| Q1 2016 | 78 | $137,032,000 | +$6,211,025 | -$3,716,505 | +$2,494,520 | SCHZ, BNDX, VOO, BND, VTIP | 13F-HR | 13 May 2016, 13:43 |
| Q4 2015 | 83 | $131,377,000 | +$5,027,549 | -$2,192,877 | +$2,834,672 | SCHZ, BNDX, BND, VOO, VTIP | 13F-HR | 12 Feb 2016, 14:50 |
| Q3 2015 | 74 | $127,627,000 | +$12,794,844 | -$4,828,638 | +$7,966,206 | SCHZ, BNDX, BND, VOO, VTIP | 13F-HR | 06 Nov 2015, 10:33 |
| Q2 2015 | 71 | $121,410,000 | +$19,496,221 | -$5,796,883 | +$13,699,338 | SCHZ, BNDX, BND, VTIP, VTI | 13F-HR | 24 Aug 2015, 18:40 |
| Q1 2015 | 33 | $110,065,000 | +$21,519,228 | -$10,658,481 | +$10,860,747 | SCHZ, BNDX, VTIP, BND, VTI | 13F-HR | 13 May 2015, 19:55 |
| Q4 2014 | 72 | $97,909,000 | +$8,705,648 | -$30,282,743 | -$21,577,095 | BNDX, SCHZ, VTIP, BND, VTI | 13F-HR | 13 Feb 2015, 10:24 |
| Q3 2014 | 71 | $113,744,000 | $0 | $0 | $0 | BNDX, SCHZ, VTIP, BND, VWOB | 13F-HR | 21 Nov 2014, 14:07 |