Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Dec. 31, 2020

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 43 positions in its portfolio as reported in the December 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) 24.3 $65M 1.1M 58.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 20.6 $55M 985k 56.03
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $13M 65k 194.63
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.5 $12M 116k 104.43
Schwab Strategic Tr Us Tips Etf (SCHP) 4.4 $12M 192k 62.08
Ishares Tr Msci Usa Mmentm (MTUM) 4.4 $12M 73k 161.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $11M 33k 343.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.2 $11M 124k 90.95
Vanguard Bd Index Fds Intermed Term (BIV) 3.9 $11M 113k 92.85
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.0 $8.1M 87k 92.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $6.1M 70k 88.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $4.6M 91k 51.10
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $4.1M 88k 47.20
Vanguard World Mega Cap Index (MGC) 1.4 $3.8M 29k 133.47
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $3.5M 104k 33.75
Vanguard Index Fds Growth Etf (VUG) 1.3 $3.4M 14k 253.37
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.4M 40k 84.93
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $3.3M 86k 37.97
Apple (AAPL) 1.2 $3.2M 24k 132.69
CMC Materials 0.9 $2.4M 16k 151.33
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.3M 19k 118.20
Ishares Core Msci Emkt (IEMG) 0.7 $1.9M 31k 62.03
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $1.8M 10k 174.13
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.8M 9.1k 194.72
Vanguard Index Fds Value Etf (VTV) 0.6 $1.6M 14k 118.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.4M 28k 50.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 3.3k 373.81
Cabot Corporation (CBT) 0.4 $1.2M 27k 44.87
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.1M 9.0k 121.85
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.0M 5.0k 206.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $778k 13k 60.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $457k 8.8k 51.67
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $448k 3.5k 128.00
Ishares Tr Tips Bd Etf (TIP) 0.2 $439k 3.4k 127.51
Ishares Tr Msci Eafe Etf (EFA) 0.2 $433k 5.9k 72.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $375k 2.6k 142.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $353k 4.3k 81.41
Ishares Msci Cda Etf (EWC) 0.1 $348k 11k 30.85
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $302k 3.3k 92.44
Merck & Co (MRK) 0.1 $256k 3.1k 81.92
Ishares Tr National Mun Etf (MUB) 0.1 $254k 2.2k 117.32
Tesla Motors (TSLA) 0.1 $248k 351.00 706.55
Vanguard Index Fds Large Cap Etf (VV) 0.1 $224k 1.3k 175.82