Sensible Financial Planning & Management

Sensible Financial Planning & Management as of March 31, 2018

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 31 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us aggregate b (SCHZ) 28.3 $59M 1.2M 51.02
Vanguard Charlotte Fds intl bd idx etf (BNDX) 22.9 $48M 876k 54.73
iShares Lehman Aggregate Bond (AGG) 10.3 $22M 202k 107.25
Vanguard S&p 500 Etf idx (VOO) 7.2 $15M 62k 242.08
Vanguard Total Bond Market ETF (BND) 6.3 $13M 165k 79.93
Vanguard Total Stock Market ETF (VTI) 4.2 $8.8M 65k 135.72
Vanguard Malvern Fds strm infproidx (VTIP) 3.9 $8.2M 169k 48.91
Schwab Strategic Tr us lrg cap etf (SCHX) 3.7 $7.7M 122k 63.08
Vanguard REIT ETF (VNQ) 2.3 $4.8M 63k 75.47
Vanguard Europe Pacific ETF (VEA) 2.0 $4.2M 95k 44.24
Schwab Strategic Tr 0 (SCHP) 1.4 $3.0M 55k 54.87
Vanguard Value ETF (VTV) 1.1 $2.2M 22k 103.18
Cabot Microelectronics Corporation 0.9 $1.8M 17k 107.11
Vanguard Emerging Markets ETF (VWO) 0.8 $1.7M 37k 46.99
Vanguard Growth ETF (VUG) 0.8 $1.6M 12k 141.90
Vanguard Scottsdale Fds cmn (VTHR) 0.8 $1.6M 14k 121.61
Schwab Strategic Tr us reit etf (SCHH) 0.5 $1.1M 28k 38.25
Spdr S&p 500 Etf (SPY) 0.5 $956k 3.6k 263.07
Cabot Corporation (CBT) 0.5 $941k 17k 55.72
Vanguard Small-Cap ETF (VB) 0.3 $639k 4.4k 146.86
iShares Barclays TIPS Bond Fund (TIP) 0.3 $590k 5.2k 113.09
Ishares Tr cmn (STIP) 0.2 $437k 4.4k 100.05
iShares S&P 500 Value Index (IVE) 0.2 $386k 3.5k 109.47
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $354k 5.8k 60.93
iShares MSCI Emerging Markets Indx (EEM) 0.1 $313k 6.5k 48.31
iShares MSCI EAFE Index Fund (EFA) 0.1 $274k 3.9k 69.61
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $268k 2.5k 109.08
Vanguard Total World Stock Idx (VT) 0.1 $230k 3.1k 73.62
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $218k 1.4k 150.97
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.1 $207k 4.0k 51.92
ADVENT CLAY GBL CONV SEC INC COM Bene Inter 0.0 $64k 11k 5.60