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 32 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 18.0 $72M 1.4M 51.79
Ishares Tr Usd Inv Grde Etf (USIG) 15.5 $62M -2% 1.3M 49.11
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.3 $62M 1.3M 47.43
Ishares Tr Mbs Etf (MBB) 13.6 $55M -2% 590k 92.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.0 $16M +3% 168k 96.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $15M +19% 44k 351.34
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $15M -2% 80k 191.19
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $15M +2% 102k 145.93
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.1 $13M +4% 134k 93.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $11M -5% 240k 45.15
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.1 $8.3M 247k 33.48
Vanguard World Mega Cap Index (MGC) 1.6 $6.4M +8% 49k 132.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $5.0M 114k 43.95
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $4.9M +5% 252k 19.29

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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $4.6M -3% 153k 29.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.5M -5% 83k 41.97
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.2M +33% 18k 183.51
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.8 $3.2M NEW 43k 74.23
Dimensional Etf Trust Inflation Prote (DFIP) 0.8 $3.2M NEW 77k 41.16
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $3.1M NEW 68k 45.53
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.0M -4% 37k 82.48
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $3.0M -2% 64k 46.71
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.8M 13k 213.08
Cabot Corporation (CBT) 0.6 $2.5M -4% 37k 66.84
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.6 $2.3M +12% 13k 171.78
Vanguard Index Fds Value Etf (VTV) 0.5 $2.1M +12% 15k 140.35
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $1.5M NEW 23k 67.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 32k 38.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M NEW 24k 51.71
Ishares Msci Cda Etf (EWC) 0.2 $637k 20k 32.75
Ishares Core Msci Emkt (IEMG) 0.1 $495k -55% 11k 46.67
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $395k 10k 39.11

Past Filings by Sensible Financial Planning & Management

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

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