Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sensible Financial Planning & Management

Latest statistics and disclosures from Sensible Financial Planning & Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHP, BNDX, USIG, MBB, VTI, and represent 65.02% of Sensible Financial Planning & Management's stock portfolio.
Added to shares of these 10 stocks: BNDX, USIG, MBB, SPDW, SCHP, STIP, MGC, SCHH, VWO, VTC.
Reduced shares in these 10 stocks: DFIP, BNDW, VTI, DFAU, SPYX, MTUM, , VOO, VTIP, CBT.
Sold out of its positions in Carrols Restaurant, DFAU.
Sensible Financial Planning & Management was a net buyer of stock by $9.3M.
Sensible Financial Planning & Management has $463M in assets under management (AUM), dropping by 2.32%.
Central Index Key (CIK): 0001567738

Tip: Access up to 7 years of quarterly data

Positions held by Sensible Financial Planning & Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 27 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Tips Etf (SCHP)	16.5	$77M		1.5M	52.01	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	15.9	$74M	+5%	1.5M	48.67	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	15.0	$69M	+4%	1.4M	50.21	View chart
Ishares Tr Mbs Etf (MBB)	13.1	$61M	+3%	661k	91.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.5	$21M	-2%	77k	267.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.3	$20M		103k	194.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$20M	+5%	199k	99.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$19M		38k	500.14	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	3.7	$17M		385k	44.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.5	$12M		184k	64.25	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	2.1	$9.9M	+3%	131k	75.70	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.9	$8.7M		192k	45.40	View chart
Vanguard World Mega Cap Index (MGC)	1.8	$8.4M	+4%	43k	197.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$8.3M	+19%	236k	35.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.5	$6.9M	+4%	347k	19.97	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.1	$5.1M	-19%	126k	40.84	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$4.9M		13k	374.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$3.7M		75k	49.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.6M	+3%	16k	218.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.9M		34k	83.75	View chart
Cabot Corporation (CBT)	0.6	$2.6M	-4%	28k	91.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$2.5M	-5%	51k	48.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.3M	+16%	53k	43.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.9M	+3%	12k	160.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$861k		17k	51.84	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$851k	-46%	13k	67.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$376k		13k	29.65	View chart

Past Filings by Sensible Financial Planning & Management

SEC 13F filings are viewable for Sensible Financial Planning & Management going back to 2014

Sensible Financial Planning & Management 2024 Q2 filed July 18, 2024
Sensible Financial Planning & Management 2024 Q1 filed May 6, 2024
Sensible Financial Planning & Management 2023 Q4 filed Feb. 2, 2024
Sensible Financial Planning & Management 2023 Q3 filed Oct. 27, 2023
Sensible Financial Planning & Management 2023 Q2 filed Aug. 3, 2023
Sensible Financial Planning & Management 2023 Q1 filed April 14, 2023
Sensible Financial Planning & Management 2022 Q4 filed Feb. 2, 2023
Sensible Financial Planning & Management 2022 Q3 filed Nov. 7, 2022
Sensible Financial Planning & Management 2022 Q2 filed Aug. 4, 2022
Sensible Financial Planning & Management 2022 Q1 filed May 18, 2022
Sensible Financial Planning & Management 2021 Q4 filed Feb. 11, 2022
Sensible Financial Planning & Management 2021 Q3 filed Nov. 9, 2021
Sensible Financial Planning & Management 2021 Q2 filed July 29, 2021
Sensible Financial Planning & Management 2021 Q1 filed May 17, 2021
Sensible Financial Planning & Management 2020 Q4 filed Feb. 24, 2021
Sensible Financial Planning & Management 2020 Q3 filed Nov. 6, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z