Sensible Financial Planning & Management

Sensible Financial Planning & Management as of June 30, 2020

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 36 positions in its portfolio as reported in the June 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) 25.3 $59M 1.0M 57.73
Schwab Strategic Tr Us Aggregate B (SCHZ) 21.9 $51M 907k 56.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $11M 40k 283.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.6 $11M 143k 74.10
Vanguard Bd Index Fds Intermed Term (BIV) 4.5 $11M 113k 93.19
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $10M 66k 156.53
Schwab Strategic Tr Us Tips Etf (SCHP) 4.4 $10M 172k 60.02
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.4 $10M 100k 102.39
Ishares Tr Usa Momentum Fct (MTUM) 4.2 $9.9M 76k 131.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $6.5M 74k 88.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $4.7M 93k 50.17
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 1.9 $4.3M 57k 76.31
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 1.6 $3.6M 93k 38.79
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.1M 40k 78.54
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $2.9M 84k 35.22
Vanguard Index Fds Growth Etf (VUG) 1.2 $2.9M 14k 202.08
Vanguard World Mega Cap Index (MGC) 1.2 $2.8M 25k 109.46
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.6M 22k 118.20
Cabot Microelectronics Corporation 1.0 $2.2M 16k 139.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $2.1M 78k 27.61
Ishares Core Msci Emkt (IEMG) 0.7 $1.6M 34k 47.61
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.6 $1.5M 11k 139.87
Vanguard Index Fds Value Etf (VTV) 0.6 $1.4M 14k 99.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.1M 27k 39.62
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.1M 7.4k 145.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.1M 3.5k 308.22
Cabot Corporation (CBT) 0.4 $1.0M 28k 37.07
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $643k 3.9k 163.95
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $447k 4.1k 108.15
Ishares Tr Tips Bd Etf (TIP) 0.2 $422k 3.4k 123.03
Ishares Tr Msci Eafe Etf (EFA) 0.2 $362k 5.9k 60.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $346k 8.7k 40.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $261k 2.2k 120.39
Ishares Tr National Mun Etf (MUB) 0.1 $250k 2.2k 115.47
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $244k 3.3k 74.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $203k 1.9k 106.84