Sensible Financial Planning & Management, LLC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$507M
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 53 stock holdings with total value $507M as of Q3 2024. Top holdings included SCHP, BNDX, USIG, MBB, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 53 $507M +$24.3M -$1.79M +$22.5M SCHP, BNDX, USIG, MBB, VTI 13F-HR 10/28/2024, 03:14 PM
Q2 2024 27 $463M +$13.8M -$4.52M +$9.29M SCHP, BNDX, USIG, MBB, VTI 13F-HR 7/18/2024, 12:06 PM
Q1 2024 29 $452M +$22M -$5.76M +$16.2M SCHP, BNDX, USIG, MBB, VTI 13F-HR 5/6/2024, 11:02 AM
Q4 2023 27 $426M +$14M -$11.4M +$2.57M SCHP, USIG, BNDX, MBB, VTI 13F-HR 2/2/2024, 09:52 AM
Q3 2023 28 $398M +$9.92M -$23.4M -$13.5M SCHP, BNDX, USIG, MBB, VTI 13F-HR 10/26/2023, 06:57 PM
Q2 2023 32 $426M +$6.31M -$7.54M -$1.23M SCHP, BNDX, USIG, MBB, VTI 13F-HR 8/3/2023, 02:03 PM
Q1 2023 32 $424M +$18.2M -$2.07M +$16.2M SCHP, BNDX, USIG, MBB, STIP 13F-HR 4/14/2023, 02:04 PM
Q4 2022 32 $403M +$18.7M -$15.5M +$3.23M SCHP, USIG, BNDX, MBB, STIP 13F-HR 2/1/2023, 06:47 PM
Q3 2022 43 $389M +$24.4M -$9.95M +$14.4M SCHP, BNDX, USIG, MBB, STIP 13F-HR 11/7/2022, 12:23 PM
Q2 2022 47 $396M +$113M -$55.6M +$57.2M SCHP, BNDX, USIG, MBB, STIP 13F-HR 8/4/2022, 12:58 PM
Q1 2022 43 $374M +$98.6M -$48M +$50.6M BNDX, SCHZ, SCHP, USIG, MBB 13F-HR 5/18/2022, 09:47 AM
Q4 2021 43 $352M +$38.8M -$1.42M +$37.4M BNDX, SCHZ, BIV, VTI, MTUM 13F-HR 2/11/2022, 10:59 AM
Q3 2021 44 $307M +$13.2M -$526K +$12.7M BNDX, SCHZ, VTI, SCHP, MTUM 13F-HR 11/9/2021, 09:08 AM
Q2 2021 44 $296M +$17.4M -$2.22M +$15.2M BNDX, SCHZ, VTI, STIP, SCHP 13F-HR 7/29/2021, 12:39 PM
Q1 2021 42 $272M +$8.28M -$4.83M +$3.45M BNDX, SCHZ, VTI, STIP, SCHP 13F-HR 5/14/2021, 06:41 PM
Q4 2020 43 $268M +$16.4M -$3.36M +$13M BNDX, SCHZ, VTI, STIP, SCHP 13F-HR 2/24/2021, 02:10 PM
Q3 2020 37 $244M +$9.69M -$5.28M +$4.4M BNDX, SCHZ, STIP, SCHX, VTI 13F-HR 11/6/2020, 08:27 AM
Q2 2020 36 $233M +$13.7M -$8.6M +$5.14M BNDX, SCHZ, VOO, SCHX, BIV 13F-HR 8/12/2020, 11:32 AM
Q1 2020 34 $210M +$7.57M -$18.6M -$11M BNDX, SCHZ, VOO, SCHX, BIV 13F-HR 5/7/2020, 08:21 AM
Q4 2019 40 $237M +$14.2M -$10.8M +$3.41M BNDX, SCHZ, VOO, SCHX, BIV 13F-HR 2/12/2020, 02:35 PM
Q3 2019 35 $232M +$10.4M -$16.6M -$6.2M SCHZ, BNDX, VOO, BIV, SCHX 13F-HR 10/28/2019, 10:34 AM
Q2 2019 33 $234M +$8.67M -$1.67M +$7M SCHZ, BNDX, VOO, BIV, SCHX 13F-HR 8/7/2019, 10:51 AM
Q1 2019 32 $221M +$5.92M -$2.54M +$3.38M SCHZ, BNDX, VOO, BIV, SCHX 13F-HR 5/1/2019, 10:34 AM
Q4 2018 30 $206M +$21.1M -$22.7M -$1.52M SCHZ, BNDX, BIV, VOO, SCHX 13F-HR 2/6/2019, 10:13 AM
Q3 2018 29 $216M +$9.06M -$6.05M +$3.01M SCHZ, BNDX, VOO, BND, SCHX 13F-HR 10/29/2018, 12:06 PM
Q2 2018 30 $211M +$13.2M -$12.7M +$507K SCHZ, BNDX, VOO, AGG, BND 13F-HR 8/7/2018, 02:28 PM
Q1 2018 31 $210M +$16.9M -$682K +$16.2M SCHZ, BNDX, AGG, VOO, BND 13F-HR 5/11/2018, 01:49 PM
Q4 2017 29 $196M +$14.7M -$1.97M +$12.7M SCHZ, BNDX, AGG, VOO, BND 13F-HR 2/13/2018, 10:24 AM
Q3 2017 27 $181M +$24.1M -$4.2M +$19.9M SCHZ, BNDX, VOO, BND, AGG 13F-HR 11/1/2017, 11:15 AM
Q2 2017 26 $160M +$5.68M -$2.9M +$2.78M SCHZ, BNDX, VOO, BND, VTIP 13F-HR 8/11/2017, 03:36 PM
Q1 2017 26 $155M +$9.72M -$976K +$8.74M SCHZ, BNDX, VOO, BND, VTIP 13F-HR 5/4/2017, 02:44 PM
Q4 2016 26 $145M +$5.23M -$2.84M +$2.39M SCHZ, BNDX, VOO, BND, VTIP 13F-HR 2/6/2017, 11:45 AM
Q3 2016 78 $145M +$3.84M -$2.78M +$1.05M SCHZ, BNDX, VOO, BND, VTIP 13F-HR 11/14/2016, 09:26 AM
Q2 2016 84 $143M +$4.46M -$1.19M +$3.28M SCHZ, BNDX, VOO, BND, VTIP 13F-HR 8/11/2016, 12:08 PM
Q1 2016 78 $137M +$6.21M -$3.72M +$2.49M SCHZ, BNDX, VOO, BND, VTIP 13F-HR 5/13/2016, 01:43 PM
Q4 2015 83 $131M +$5.03M -$2.19M +$2.83M SCHZ, BNDX, BND, VOO, VTIP 13F-HR 2/12/2016, 02:50 PM
Q3 2015 74 $128M +$12.8M -$4.83M +$7.97M SCHZ, BNDX, BND, VOO, VTIP 13F-HR 11/6/2015, 10:33 AM
Q2 2015 71 $121M +$19.5M -$5.8M +$13.7M SCHZ, BNDX, BND, VTIP, VTI 13F-HR 8/24/2015, 06:40 PM
Q1 2015 33 $110M +$21.5M -$10.7M +$10.9M SCHZ, BNDX, VTIP, BND, VTI 13F-HR 5/13/2015, 07:55 PM
Q4 2014 72 $97.9M +$8.71M -$30.3M -$21.6M BNDX, SCHZ, VTIP, BND, VTI 13F-HR 2/13/2015, 10:24 AM
Q3 2014 71 $114M $0 $0 BNDX, SCHZ, VTIP, BND, VWOB 13F-HR 11/21/2014, 02:07 PM