Sensible Financial Planning & Management

Sensible Financial Planning & Management as of March 31, 2021

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 42 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 24.4 $66M 1.2M 57.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 20.1 $55M 1.0M 53.95
Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $13M 64k 206.69
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.6 $13M 118k 105.72
Schwab Strategic Tr Us Tips Etf (SCHP) 4.5 $12M 202k 61.16
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $12M 73k 160.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $12M 32k 364.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.1 $11M 116k 96.03
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $9.9M 111k 88.73
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.1 $8.5M 87k 98.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $5.9M 70k 84.72
Vanguard World Mega Cap Index (MGC) 2.0 $5.5M 40k 140.22
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $4.5M 88k 51.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $4.1M 84k 49.11
Schwab Strategic Tr Us Reit Etf (SCHH) 1.4 $3.7M 91k 41.08
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $3.7M 40k 91.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $3.6M 101k 35.36
Vanguard Index Fds Growth Etf (VUG) 1.3 $3.5M 14k 257.05
CMC Materials 1.1 $3.0M 17k 176.81
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.2M 10k 214.08
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.2M 19k 113.82
Ishares Core Msci Emkt (IEMG) 0.7 $2.0M 30k 64.38
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $1.9M 10k 184.84
Vanguard Index Fds Value Etf (VTV) 0.6 $1.7M 13k 131.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M 32k 52.06
Cabot Corporation (CBT) 0.5 $1.3M 26k 52.42
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.3M 6.0k 221.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.3M 3.2k 396.43
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.2M 9.0k 128.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $813k 13k 62.69
Apple (AAPL) 0.2 $668k 5.5k 122.08
Ishares Tr Tips Bd Etf (TIP) 0.2 $584k 4.7k 125.51
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $494k 3.5k 141.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $477k 8.9k 53.36
Ishares Tr Msci Eafe Etf (EFA) 0.2 $451k 5.9k 75.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $437k 2.6k 165.78
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $437k 4.3k 100.78
Ishares Msci Cda Etf (EWC) 0.1 $368k 11k 34.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $350k 3.6k 97.33
Ishares Tr National Mun Etf (MUB) 0.1 $251k 2.2k 115.94
Merck & Co (MRK) 0.1 $241k 3.1k 77.12
Vanguard Index Fds Large Cap Etf (VV) 0.1 $236k 1.3k 185.24