Sensible Financial Planning & Management

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

  • Top 5 stock holdings are BNDX, SCHZ, VOO, SCHX, BIV, and represent 62.99% of Sensible Financial Planning & Management's stock portfolio.
  • Added to shares of these 9 stocks: MTUM, SCHH, SPYX, MGC, STIP, SCHP, VB, VTHR, SPDW.
  • Reduced shares in these 10 stocks: SCHZ (-$6.55M), BIV, BNDX, AGG, BND, VTIP, VOO, SCHX, VEA, PG.
  • Sold out of its positions in AAPL, BHK, KO, PEP, PG, VNQI.
  • Sensible Financial Planning & Management was a net seller of stock by $11.02M.
  • Sensible Financial Planning & Management has $209.93M in assets under management (AUM), dropping by -11.55%.

Portfolio Holdings for Sensible Financial Planning & Management

Companies in the Sensible Financial Planning & Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Charlotte Fds intl bd idx etf (BNDX) 24.85 927.11k -3% 56.26
Schwab Strategic Tr us aggregate b (SCHZ) 22.83 883.10k -12% 54.27
Vanguard S&p 500 Etf idx fd (VOO) 5.12 45.39k -5% 236.82
Schwab Strategic Tr us lrg cap etf (SCHX) 5.11 175.16k -4% 61.25
Vanguard Intermediate-Term Bond ETF (BIV) 5.08 119.47k -22% 89.33
Schwab Strategic Tr 0 (SCHP) 4.33 158.23k +2% 57.51
Vanguard Total Stock Market ETF (VTI) 4.27 69.54k 128.91
Ishares Tr Msci Usa Momentum Factor (MTUM) 4.06 80.14k +106% 106.48
Ishares Tr cmn (STIP) 4.03 84.60k +5% 99.91
Vanguard Total Bond Market ETF (BND) 3.02 74.19k -12% 85.35
Vanguard Malvern Fds strm infproidx (VTIP) 2.30 98.95k -11% 48.72
Vanguard Europe Pacific ETF (VEA) 1.99 125.11k -8% 33.34
Vanguard REIT ETF (VNQ) 1.58 47.37k -10% 69.86
Schwab Strategic Tr us reit etf (SCHH) 1.33 85.32k +57% 32.74
iShares Lehman Aggregate Bond (AGG) 1.25 22.69k -29% 115.39
Spdr Ser Tr sp500 fosl etf (SPYX) 1.23 40.50k +43% 63.85
Vanguard Growth ETF (VUG) 1.05 14.13k 156.70
Vanguard Mega Cap 300 Index (MGC) 0.87 20.13k +36% 90.95
Cabot Microelectronics Corporation (CCMP) 0.87 16.01k 114.16
Vanguard Value ETF (VTV) 0.74 17.52k -12% 89.04
Ishares Inc core msci emkt (IEMG) 0.64 33.04k -10% 40.46
Vanguard Scottsdale Fds cmn (VTHR) 0.62 11.34k +5% 115.10
Vanguard Emerging Markets ETF (VWO) 0.48 29.84k -2% 33.55
SPDR S&P 500 ETF (SPY) 0.40 3.26k -21% 257.90
Cabot Corporation (CBT) 0.36 28.93k -11% 26.13
Vanguard Small-Cap ETF (VB) 0.31 5.62k +22% 115.36
SPDR S&P World ex-US (SPDW) 0.28 24.18k +7% 23.94
iShares Barclays TIPS Bond Fund (TIP) 0.21 3.68k -12% 117.81
iShares S&P 500 Value Index (IVE) 0.19 4.13k 96.30
iShares MSCI EAFE Index Fund (EFA) 0.15 5.94k 53.54
iShares MSCI Emerging Markets Indx (EEM) 0.14 8.65k 34.10
iShares S&P Natl AMTFr Mncpl Bd Fd (MUB) 0.12 2.17k 113.16
iShares S&P SmallCap 600 Value Idx (IJS) 0.10 2.17k 100.09
Vanguard Total World Stock Idx Fd (VT) 0.10 3.26k -3% 62.90

Past Filings by Sensible Financial Planning & Management

View past SEC 13F filings by Sensible Financial Planning & Management

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