Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Sept. 30, 2020

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 37 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 25.2 $62M 1.1M 58.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 21.7 $53M 945k 56.08
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.6 $11M 109k 104.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.6 $11M 138k 80.63
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $11M 65k 170.32
Schwab Strategic Tr Us Tips Etf (SCHP) 4.5 $11M 180k 61.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $11M 36k 307.65
Ishares Tr Msci Usa Mmentm (MTUM) 4.4 $11M 73k 147.40
Vanguard Bd Index Fds Intermed Term (BIV) 4.3 $11M 113k 93.48
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 2.8 $6.8M 82k 83.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $6.5M 74k 88.21
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $4.7M 92k 51.02
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $3.6M 89k 40.90
Vanguard Index Fds Growth Etf (VUG) 1.3 $3.2M 14k 227.59
Vanguard World Mega Cap Index (MGC) 1.3 $3.2M 27k 119.89
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.1M 39k 78.95
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $3.0M 84k 35.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $2.5M 86k 29.26
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.5M 21k 118.05
Ishares Core Msci Emkt (IEMG) 0.7 $1.7M 32k 52.79
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $1.6M 11k 152.28
Vanguard Index Fds Value Etf (VTV) 0.6 $1.4M 14k 104.53
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.3M 8.7k 153.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 27k 43.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 3.5k 334.96
Cabot Corporation (CBT) 0.4 $992k 28k 36.05
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $955k 5.4k 176.26
Apple (AAPL) 0.3 $634k 5.5k 115.86
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $394k 3.5k 112.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $381k 8.7k 44.04
Ishares Tr Msci Eafe Etf (EFA) 0.2 $378k 5.9k 63.64
Ishares Tr Tips Bd Etf (TIP) 0.2 $378k 3.0k 126.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $288k 2.6k 110.73
Ishares Msci Cda Etf (EWC) 0.1 $268k 9.8k 27.40
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $265k 2.2k 122.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $263k 3.3k 80.58
Ishares Tr National Mun Etf (MUB) 0.1 $251k 2.2k 115.94