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

Sensible Financial Planning & Management holds 47 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 17.7 $70M +73% 1.3M 55.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 16.5 $65M -5% 1.3M 49.54
Ishares Tr Usd Inv Grde Etf (USIG) 15.1 $60M +124% 1.2M 50.97
Ishares Tr Mbs Etf (MBB) 13.3 $53M +123% 543k 97.49
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.0 $16M 157k 101.43
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $14M +2% 75k 188.62
Ishares Tr Msci Usa Mmentm (MTUM) 3.2 $13M +5% 94k 136.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $12M +10% 36k 346.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $12M 259k 44.66
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 2.9 $12M +10% 125k 92.24
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.0 $7.8M NEW 246k 31.60
Vanguard World Mega Cap Index (MGC) 1.4 $5.6M +4% 43k 131.81
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $4.8M +2% 226k 21.09
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $4.5M 113k 40.22

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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $4.1M -13% 143k 28.84
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.9 $3.6M -2% 88k 40.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $3.6M -2% 39k 91.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $3.5M -91% 74k 47.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $3.4M -18% 69k 50.12
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.9M 13k 222.89
CMC Materials (CCMP) 0.6 $2.6M NEW 15k 174.46
Cabot Corporation (CBT) 0.6 $2.4M NEW 37k 63.79
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.3M +14% 13k 176.08
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $2.0M 12k 168.97
Vanguard Index Fds Value Etf (VTV) 0.4 $1.7M +9% 13k 131.88
Ishares Core Msci Emkt (IEMG) 0.4 $1.6M -15% 33k 49.06
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.5M +7% 7.6k 197.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 3.6k 377.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M 31k 41.64
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $958k 9.3k 103.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $941k -2% 18k 51.61
Apple (AAPL) 0.2 $837k NEW 6.1k 136.79
Texas Pacific Land Corp (TPL) 0.2 $693k NEW 466.00 1487.12
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $657k -80% 8.5k 77.70
Ishares Msci Cda Etf (EWC) 0.2 $623k -6% 19k 33.68
Ishares Tr Short Treas Bd (SHV) 0.1 $557k NEW 5.1k 110.12
Ishares Tr Tips Bd Etf (TIP) 0.1 $549k +40% 4.8k 113.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $462k +27% 3.1k 149.76
Home Depot (HD) 0.1 $404k NEW 1.5k 274.27
Ishares Tr Msci Eafe Etf (EFA) 0.1 $395k 6.3k 62.41
Ishares Tr Rus 1000 Etf (IWB) 0.1 $379k NEW 1.8k 207.90
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $333k -3% 8.3k 40.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $329k NEW 2.3k 143.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $326k 3.7k 89.02
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $308k 3.6k 85.29
Vanguard Index Fds Large Cap Etf (VV) 0.1 $220k 1.3k 172.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $216k NEW 523.00 413.00

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