Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Sept. 30, 2019

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 35 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us aggregate b (SCHZ) 25.5 $59M 1.1M 53.85
Vanguard Charlotte Fds intl bd idx etf (BNDX) 23.1 $54M 909k 58.83
Vanguard S&p 500 Etf idx (VOO) 6.0 $14M 51k 272.60
Vanguard Intermediate-Term Bond ETF (BIV) 5.8 $14M 154k 88.00
Schwab Strategic Tr us lrg cap etf (SCHX) 5.7 $13M 186k 70.93
Vanguard Total Stock Market ETF (VTI) 4.6 $11M 71k 151.00
Vanguard Total Bond Market ETF (BND) 3.5 $8.0M 95k 84.43
Ishares Tr cmn (STIP) 2.9 $6.8M 68k 100.17
Schwab Strategic Tr 0 (SCHP) 2.9 $6.8M 119k 56.76
iShares Lehman Aggregate Bond (AGG) 2.7 $6.2M 55k 113.17
Vanguard Europe Pacific ETF (VEA) 2.4 $5.6M 137k 41.08
Vanguard Malvern Fds strm infproidx (VTIP) 2.4 $5.6M 114k 49.05
Vanguard REIT ETF (VNQ) 2.3 $5.3M 56k 93.26
Cabot Microelectronics Corporation 1.0 $2.4M 17k 141.22
Vanguard Growth ETF (VUG) 1.0 $2.4M 14k 166.28
Vanguard Value ETF (VTV) 1.0 $2.2M 20k 111.63
Schwab Strategic Tr us reit etf (SCHH) 1.0 $2.2M 47k 47.17
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.8 $1.8M 15k 119.28
Cabot Corporation (CBT) 0.8 $1.8M 40k 45.33
Ishares Inc core msci emkt (IEMG) 0.8 $1.8M 37k 49.01
Vanguard Scottsdale Fds cmn (VTHR) 0.6 $1.4M 11k 135.20
Vanguard Emerging Markets ETF (VWO) 0.5 $1.3M 31k 40.25
Spdr S&p 500 Etf (SPY) 0.5 $1.2M 4.2k 296.69
Vanguard Small-Cap ETF (VB) 0.3 $670k 4.4k 153.99
Spdr Ser Tr sp500 fosl etf (SPYX) 0.2 $498k 6.9k 72.65
iShares S&P 500 Value Index (IVE) 0.2 $493k 4.1k 119.05
iShares Barclays TIPS Bond Fund (TIP) 0.2 $491k 4.2k 116.35
iShares MSCI EAFE Index Fund (EFA) 0.2 $406k 6.2k 65.27
iShares MSCI Emerging Markets Indx (EEM) 0.2 $379k 9.3k 40.83
Vanguard Mega Cap 300 Index (MGC) 0.2 $379k 3.7k 102.99
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $342k 5.8k 58.54
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $326k 2.2k 150.37
SPDR S&P World ex-US (SPDW) 0.1 $290k 9.9k 29.36
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $247k 2.2k 114.09
Vanguard Total World Stock Idx (VT) 0.1 $254k 3.4k 74.97