Sensible Financial Planning & Management

Sensible Financial Planning & Management as of March 31, 2020

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 34 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds intl bd idx etf (BNDX) 24.8 $52M 927k 56.26
Schwab Strategic Tr us aggregate b (SCHZ) 22.8 $48M 883k 54.27
Vanguard S&p 500 Etf idx (VOO) 5.1 $11M 45k 236.82
Schwab Strategic Tr us lrg cap etf (SCHX) 5.1 $11M 175k 61.25
Vanguard Intermediate-Term Bond ETF (BIV) 5.1 $11M 120k 89.33
Schwab Strategic Tr 0 (SCHP) 4.3 $9.1M 158k 57.51
Vanguard Total Stock Market ETF (VTI) 4.3 $9.0M 70k 128.91
Ishares Tr Msci Usa Momentum Factor (MTUM) 4.1 $8.5M 80k 106.48
Ishares Tr cmn (STIP) 4.0 $8.5M 85k 99.91
Vanguard Total Bond Market ETF (BND) 3.0 $6.3M 74k 85.35
Vanguard Malvern Fds strm infproidx (VTIP) 2.3 $4.8M 99k 48.72
Vanguard Europe Pacific ETF (VEA) 2.0 $4.2M 125k 33.34
Vanguard REIT ETF (VNQ) 1.6 $3.3M 47k 69.86
Schwab Strategic Tr us reit etf (SCHH) 1.3 $2.8M 85k 32.74
iShares Lehman Aggregate Bond (AGG) 1.2 $2.6M 23k 115.39
Spdr Ser Tr sp500 fosl etf (SPYX) 1.2 $2.6M 41k 63.85
Vanguard Growth ETF (VUG) 1.1 $2.2M 14k 156.70
Vanguard Mega Cap 300 Index (MGC) 0.9 $1.8M 20k 90.95
Cabot Microelectronics Corporation 0.9 $1.8M 16k 114.16
Vanguard Value ETF (VTV) 0.7 $1.6M 18k 89.04
Ishares Inc core msci emkt (IEMG) 0.6 $1.3M 33k 40.46
Vanguard Scottsdale Fds cmn (VTHR) 0.6 $1.3M 11k 115.10
Vanguard Emerging Markets ETF (VWO) 0.5 $1.0M 30k 33.55
Spdr S&p 500 Etf (SPY) 0.4 $841k 3.3k 257.90
Cabot Corporation (CBT) 0.4 $756k 29k 26.13
Vanguard Small-Cap ETF (VB) 0.3 $648k 5.6k 115.36
SPDR S&P World ex-US (SPDW) 0.3 $579k 24k 23.94
iShares Barclays TIPS Bond Fund (TIP) 0.2 $434k 3.7k 117.81
iShares S&P 500 Value Index (IVE) 0.2 $398k 4.1k 96.30
iShares MSCI EAFE Index Fund (EFA) 0.2 $318k 5.9k 53.54
iShares MSCI Emerging Markets Indx (EEM) 0.1 $295k 8.7k 34.10
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $245k 2.2k 113.16
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $217k 2.2k 100.09
Vanguard Total World Stock Idx (VT) 0.1 $205k 3.3k 62.90