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, USIG, BNDX, MBB, VTI, and represent 65.45% of Sensible Financial Planning & Management's stock portfolio.
  • Added to shares of these 10 stocks: DFIP, VMBS, BNDW, SPDW, VTC, VWO, SCHH, STIP, VEA, MGC.
  • Reduced shares in these 10 stocks: BNDX, SCHP, MBB, SCHX, EWC, VTI, SPYX, USIG, MTUM, CBT.
  • Sold out of its position in EWC.
  • Sensible Financial Planning & Management was a net buyer of stock by $2.6M.
  • Sensible Financial Planning & Management has $426M in assets under management (AUM), dropping by 7.21%.
  • Central Index Key (CIK): 0001567738

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Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 16.9 $72M -4% 1.4M 52.20
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Ishares Tr Usd Inv Grde Etf (USIG) 15.5 $66M 1.3M 51.26
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.2 $65M -4% 1.3M 49.37
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Ishares Tr Mbs Etf (MBB) 13.4 $57M -2% 608k 94.08
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Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $19M -3% 79k 237.22
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.2 $18M 180k 98.59
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Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $17M 109k 156.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $17M 38k 436.81
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.9 $17M -2% 424k 38.81
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $11M -6% 192k 56.40
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.8 $7.5M +12% 97k 77.49
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.7 $7.4M +76% 160k 46.36
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $6.8M +37% 199k 34.01
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Vanguard World Mega Cap Index (MGC) 1.6 $6.7M 40k 169.29
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.6 $6.6M +7% 319k 20.71
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Dimensional Etf Trust Inflation Prote (DFIP) 1.3 $5.5M +158% 133k 41.28
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Vanguard Index Fds Growth Etf (VUG) 1.0 $4.1M 13k 310.89
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.9 $3.9M +387% 57k 69.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.7M +3% 77k 47.89
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.1M 14k 213.32
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.1M 35k 88.35
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Cabot Corporation (CBT) 0.6 $2.6M -4% 32k 83.51
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.6M -4% 55k 47.49
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.9M +55% 47k 41.10
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Vanguard Index Fds Value Etf (VTV) 0.4 $1.9M 13k 149.49
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $869k 17k 52.32
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $417k 10k 41.29
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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