Sensible Financial Planning & Management

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

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

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Portfolio Holdings for Sensible Financial Planning & Management

Companies in the Sensible Financial Planning & Management portfolio as of the June 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) 23.4 $69M +4% 1.2M 57.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 20.7 $61M +10% 1.1M 54.60
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $14M 64k 222.82
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.4 $13M +4% 123k 106.31
Schwab Strategic Tr Us Tips Etf (SCHP) 4.4 $13M +3% 209k 62.51
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $13M +2% 74k 173.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $12M -3% 31k 393.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $12M 115k 103.97
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $11M +7% 119k 89.96
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.2 $9.5M +3% 90k 106.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $6.4M +7% 75k 85.89
Vanguard World Mega Cap Index (MGC) 2.0 $6.0M 40k 152.35
Dimensional Etf Trust Us Targeted Vlu 1.7 $5.0M NEW 111k 44.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $4.5M 86k 52.41

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Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $4.4M +5% 96k 45.79
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $4.3M 83k 51.52
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $4.0M -2% 39k 101.78
Vanguard Index Fds Growth Etf (VUG) 1.3 $3.8M 13k 286.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.6M 99k 36.79
CMC Materials (CCMP) 0.9 $2.6M 17k 150.72
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.3M +3% 20k 115.33
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.2M -6% 9.6k 225.30
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $2.1M 10k 199.06
Ishares Core Msci Emkt (IEMG) 0.6 $1.9M -6% 28k 66.99
Vanguard Index Fds Value Etf (VTV) 0.6 $1.7M -8% 12k 137.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M -4% 30k 54.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.5M +10% 3.6k 427.93
Cabot Corporation (CBT) 0.5 $1.4M -2% 25k 56.92
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.3M -11% 5.3k 237.38
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.2M 9.0k 136.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $859k 13k 65.72
Apple (AAPL) 0.3 $813k +8% 5.9k 136.94
Ishares Tr Tips Bd Etf (TIP) 0.2 $621k +4% 4.9k 128.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $488k 8.8k 55.17
Ishares Tr Msci Eafe Etf (EFA) 0.2 $469k 5.9k 78.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $431k -5% 2.5k 173.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $404k -11% 3.8k 105.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $373k 3.6k 103.64
Ishares Msci Cda Etf (EWC) 0.1 $362k -10% 9.7k 37.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $256k 1.3k 200.94
Ishares Tr National Mun Etf (MUB) 0.1 $254k 2.2k 117.32
Ishares Tr Core S&p500 Etf (IVV) 0.1 $249k NEW 579.00 430.05
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $213k -58% 1.4k 147.81
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $201k NEW 2.7k 74.25

Past Filings by Sensible Financial Planning & Management

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

View all past filings