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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sensible Financial Planning & Management, LLC.

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0002063364-25-000274

Total Value
$550.7M
Positions
31
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (31)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085248703,088,558$83.2M15.12%
2VANGUARD CHARLOTTE FDS92203J4071,677,297$83.0M15.07%
3ISHARES TR464288588796,082$75.7M13.76%
4ISHARES TR4642886201,407,927$73.5M13.35%
5VANGUARD INDEX FDS92290836345,017$27.6M5.01%
6VANGUARD INDEX FDS92290876979,427$26.1M4.73%
7ISHARES TR46429B747222,335$23.0M4.17%
8ISHARES TR46432F39688,088$22.6M4.10%
9SPDR SERIES TRUST78468R796395,140$21.7M3.94%
10VANGUARD WORLD FD92191087363,370$15.5M2.81%
11SCHWAB STRATEGIC TR808524201495,277$13.0M2.37%
12VANGUARD SCOTTSDALE FDS92206C573146,989$11.5M2.09%
13VANGUARD SCOTTSDALE FDS92206C771240,360$11.3M2.05%
14DIMENSIONAL ETF TRUST25434V856194,181$8.2M1.49%
15SPDR INDEX SHS FDS78463X889173,336$7.4M1.35%
16SCHWAB STRATEGIC TR808524847322,193$6.9M1.26%
17VANGUARD INDEX FDS92290873613,476$6.5M1.17%
18VANGUARD TAX-MANAGED FDS92194385894,692$5.7M1.03%
19VANGUARD INDEX FDS92290875120,143$5.1M0.93%
20VANGUARD INTL EQUITY INDEX F92204285861,463$3.3M0.60%
21VANGUARD INDEX FDS92290862910,684$3.1M0.57%
22ISHARES TR46435G42520,227$2.9M0.53%
23VANGUARD INDEX FDS92290855329,990$2.7M0.50%
24VANGUARD MALVERN FDS92202080544,307$2.2M0.41%
25VANGUARD INDEX FDS92290874410,664$2.0M0.36%
26VANGUARD SCOTTSDALE FDS92206C56528,004$2.0M0.35%
27CABOT CORPCBT24,979$1.9M0.34%
28ISHARES TR46435G51610,770$1.0M0.18%
29DIMENSIONAL ETF TRUST25434V60915,818$920,7660.17%
30ISHARES INC46434G86312,445$540,3620.10%
31DIMENSIONAL ETF TRUST25434V20312,682$460,9960.08%