Sensible Financial Planning & Management

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

Companies in the Sensible Financial Planning & Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us aggregate b 25.50 1.10M -17% 53.85
Vanguard Charlotte Fds intl bd idx etf 23.09 909061 58.83
Vanguard S&p 500 Etf idx fd 6.01 51108 -2% 272.60
Vanguard Intermediate-Term Bond ETF (BIV) 5.84 153605 88.00
Schwab Strategic Tr us lrg cap etf 5.71 186333 +3% 70.93
Vanguard Total Stock Market ETF (VTI) 4.63 71052 151.00
Vanguard Total Bond Market ETF (BND) 3.46 94969 -5% 84.43
Ishares Tr cmn 2.93 67836 +101% 100.17
Schwab Strategic Tr 0 2.92 119182 +77% 56.76
iShares Lehman Aggregate Bond (AGG) 2.69 55021 -19% 113.17
Vanguard Europe Pacific ETF (VEA) 2.43 137278 41.08
Vanguard Malvern Fds strm infproidx 2.41 113957 -3% 49.05
Vanguard REIT ETF (VNQ) 2.27 56340 -6% 93.26
Cabot Microelectronics Corporation (CCMP) 1.04 17058 141.22
Vanguard Growth ETF (VUG) 1.02 14241 166.28
Vanguard Value ETF (VTV) 0.97 20102 111.63
Schwab Strategic Tr us reit etf 0.96 47273 +7% 47.17
Ishares Tr Msci Usa Momentum Factor 0.79 15367 NEW 119.28
Cabot Corporation (CBT) 0.78 39687 45.33
Ishares Inc core msci emkt 0.78 36952 49.01
Vanguard Scottsdale Fds cmn 0.63 10710 -2% 135.20
Vanguard Emerging Markets ETF (VWO) 0.54 31233 -5% 40.25
SPDR S&P; 500 ETF (SPY) 0.53 4166 -7% 296.69
Vanguard Small-Cap ETF (VB) 0.29 4351 153.99
Spdr Ser Tr sp500 fosl etf 0.22 6855 +75% 72.65
iShares S&P; 500 Value Index (IVE) 0.21 4141 119.05
iShares Barclays TIPS Bond Fund (TIP) 0.21 4220 +2% 116.35
iShares MSCI EAFE Index Fund (EFA) 0.18 6220 65.27
iShares MSCI Emerging Markets Indx (EEM) 0.16 9283 +5% 40.83
Vanguard Mega Cap 300 Index (MGC) 0.16 3680 NEW 102.99
Vanguard Intl Equity Index F glb ex us etf 0.15 5842 -41% 58.54
iShares S&P; SmallCap 600 Value Idx (IJS) 0.14 2168 150.37
SPDR S&P; World ex-US (GWL) 0.13 9877 NEW 29.36
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.11 2165 114.09
Vanguard Total World Stock Idx Fd (VT) 0.11 3388 74.97

Past 13F-HR SEC Filings by Sensible Financial Planning & Management

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