Sensible Financial Planning & Management, LLC.
Last filed Nov 5, 2025
Inactive · not filing 13F
$551M
2
+$1.55M
4.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q3 2025 | |||||
 SPYX | $21.7M | 3.94% | Not reported | +2.5% | Q1 2022 |
 CBT | $1.9M | 0.34% | 0.05% | -1.2% | Q1 2015 |
| Q2 2025 | |||||
| SPYX | $19.6M | 3.73% | Not reported | -0.3% | Q1 2022 |
| CBT | $1.9M | 0.36% | 0.05% | -1.2% | Q1 2015 |
| Q1 2025 | |||||
| SPYX | $17.7M | 3.53% | Not reported | +1.4% | Q1 2022 |
| CBT | $2.13M | 0.42% | 0.05% | -1.3% | Q1 2015 |
| Q4 2024 | |||||
| SPYX | $18.4M | 3.81% | Not reported | -1.1% | Q1 2022 |
| CBT | $2.37M | 0.49% | 0.05% | -5.1% | Q1 2015 |