Sensible Financial Planning & Management

Sensible Financial Planning & Management as of March 31, 2023

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 32 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 18.1 $77M 1.4M 53.61
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.2 $65M 1.3M 48.92
Ishares Tr Usd Inv Grde Etf (USIG) 15.2 $65M 1.3M 50.66
Ishares Tr Mbs Etf (MBB) 13.3 $56M 593k 94.73
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.0 $17M 173k 99.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $16M 44k 376.07
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $16M 80k 204.11
Ishares Tr Msci Usa Mmentm (MTUM) 3.5 $15M 106k 139.04
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.3 $14M 424k 33.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $11M 221k 48.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.0 $8.3M 247k 33.48
Vanguard World Mega Cap Index (MGC) 1.7 $7.0M 49k 143.14
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.3 $5.3M 69k 76.62
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $5.1M 260k 19.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $5.1M 114k 44.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $4.9M 152k 32.12
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $4.9M 104k 46.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.7M 83k 45.17
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.4M 18k 189.57
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.3M 13k 249.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $3.0M 63k 47.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.0M 36k 83.04
Dimensional Etf Trust Inflation Prote (DFIP) 0.7 $2.9M 68k 42.83
Cabot Corporation (CBT) 0.6 $2.7M 35k 76.63
Vanguard Index Fds Value Etf (VTV) 0.5 $2.1M 15k 138.08
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $2.0M 11k 183.30
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $1.6M 24k 68.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M 33k 40.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.3M 24k 55.23
Ishares Msci Cda Etf (EWC) 0.2 $677k 20k 34.18
Ishares Core Msci Emkt (IEMG) 0.1 $515k 11k 48.76
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $406k 10k 40.20