Sensible Financial Planning & Management

Sensible Financial Planning & Management as of June 30, 2018

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 30 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us aggregate b (SCHZ) 33.0 $70M 1.4M 50.64
Vanguard Charlotte Fds intl bd idx etf (BNDX) 22.7 $48M 876k 54.71
Vanguard S&p 500 Etf idx (VOO) 6.9 $15M 59k 249.50
iShares Lehman Aggregate Bond (AGG) 6.5 $14M 129k 106.32
Vanguard Total Bond Market ETF (BND) 5.0 $11M 133k 79.19
Vanguard Total Stock Market ETF (VTI) 4.3 $9.0M 64k 140.43
Schwab Strategic Tr us lrg cap etf (SCHX) 4.2 $8.9M 137k 64.99
Vanguard Malvern Fds strm infproidx (VTIP) 3.5 $7.5M 153k 48.85
Vanguard REIT ETF (VNQ) 2.4 $5.0M 61k 81.45
Vanguard Europe Pacific ETF (VEA) 1.9 $4.0M 93k 42.90
Schwab Strategic Tr 0 (SCHP) 1.5 $3.1M 57k 54.92
Vanguard Value ETF (VTV) 1.0 $2.2M 21k 103.83
Cabot Microelectronics Corporation 0.9 $1.8M 17k 107.57
Vanguard Growth ETF (VUG) 0.8 $1.7M 12k 149.81
Vanguard Scottsdale Fds cmn (VTHR) 0.8 $1.6M 13k 125.77
Vanguard Emerging Markets ETF (VWO) 0.7 $1.5M 36k 42.20
Schwab Strategic Tr us reit etf (SCHH) 0.7 $1.4M 35k 41.77
Ishares Tr cmn (STIP) 0.7 $1.4M 14k 99.70
Cabot Corporation (CBT) 0.5 $1.0M 17k 61.76
Spdr S&p 500 Etf (SPY) 0.5 $986k 3.6k 271.33
Vanguard Small-Cap ETF (VB) 0.3 $677k 4.4k 155.60
iShares Barclays TIPS Bond Fund (TIP) 0.2 $498k 4.4k 112.93
iShares S&P 500 Value Index (IVE) 0.2 $388k 3.5k 110.04
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $364k 6.3k 58.11
iShares MSCI Emerging Markets Indx (EEM) 0.1 $281k 6.5k 43.37
iShares MSCI EAFE Index Fund (EFA) 0.1 $264k 3.9k 67.07
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $236k 2.2k 109.01
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $236k 1.4k 163.43
Vanguard Total World Stock Idx (VT) 0.1 $229k 3.1k 73.23
ADVENT CLAY GBL CONV SEC INC COM Bene Inter 0.0 $65k 12k 5.55