Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Dec. 31, 2019

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 40 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds intl bd idx etf (BNDX) 23.0 $55M 964k 56.58
Schwab Strategic Tr us aggregate b (SCHZ) 22.6 $54M 1.0M 53.43
Vanguard S&p 500 Etf idx (VOO) 6.0 $14M 48k 295.80
Schwab Strategic Tr us lrg cap etf (SCHX) 5.9 $14M 184k 76.81
Vanguard Intermediate-Term Bond ETF (BIV) 5.6 $13M 154k 87.22
Vanguard Total Stock Market ETF (VTI) 4.8 $12M 70k 163.63
Schwab Strategic Tr 0 (SCHP) 3.7 $8.7M 154k 56.63
Ishares Tr cmn (STIP) 3.4 $8.1M 80k 100.71
Vanguard Total Bond Market ETF (BND) 3.0 $7.1M 85k 83.86
Vanguard Europe Pacific ETF (VEA) 2.5 $6.0M 137k 44.06
Vanguard Malvern Fds strm infproidx (VTIP) 2.3 $5.5M 112k 49.28
Vanguard REIT ETF (VNQ) 2.1 $4.9M 53k 92.80
Ishares Tr Msci Usa Momentum Factor (MTUM) 2.0 $4.9M 39k 125.56
iShares Lehman Aggregate Bond (AGG) 1.5 $3.6M 32k 112.37
Vanguard Growth ETF (VUG) 1.1 $2.6M 14k 182.18
Schwab Strategic Tr us reit etf (SCHH) 1.1 $2.5M 54k 45.97
Vanguard Value ETF (VTV) 1.0 $2.4M 20k 119.86
Cabot Microelectronics Corporation 1.0 $2.3M 16k 144.32
Spdr Ser Tr sp500 fosl etf (SPYX) 0.9 $2.2M 28k 78.85
Ishares Inc core msci emkt (IEMG) 0.8 $2.0M 37k 53.77
Vanguard Mega Cap 300 Index (MGC) 0.7 $1.7M 15k 111.73
Cabot Corporation (CBT) 0.7 $1.6M 33k 47.52
Vanguard Scottsdale Fds cmn (VTHR) 0.7 $1.6M 11k 146.41
Vanguard Emerging Markets ETF (VWO) 0.6 $1.4M 31k 44.46
Spdr S&p 500 Etf (SPY) 0.6 $1.3M 4.2k 321.88
Vanguard Small-Cap ETF (VB) 0.3 $762k 4.6k 165.65
SPDR S&P World ex-US (SPDW) 0.3 $705k 23k 31.34
iShares S&P 500 Value Index (IVE) 0.2 $538k 4.1k 130.17
iShares Barclays TIPS Bond Fund (TIP) 0.2 $492k 4.2k 116.56
iShares MSCI EAFE Index Fund (EFA) 0.2 $412k 5.9k 69.36
iShares MSCI Emerging Markets Indx (EEM) 0.2 $388k 8.7k 44.85
Procter & Gamble Company (PG) 0.2 $390k 3.1k 124.92
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $349k 2.2k 160.98
Vanguard Total World Stock Idx (VT) 0.1 $275k 3.4k 81.07
Apple (AAPL) 0.1 $229k 781.00 293.21
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $247k 2.2k 114.09
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $243k 4.1k 59.21
Coca-Cola Company (KO) 0.1 $225k 4.1k 55.26
Pepsi (PEP) 0.1 $223k 1.6k 136.81
BlackRock Core Bond Trust (BHK) 0.1 $170k 12k 14.54