Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Sept. 30, 2021

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 44 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 23.4 $72M 1.3M 56.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 21.3 $65M 1.2M 54.26
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $15M 67k 222.06
Schwab Strategic Tr Us Tips Etf (SCHP) 4.6 $14M 223k 62.58
Ishares Tr Msci Usa Mmentm (MTUM) 4.5 $14M 79k 175.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.4 $14M 129k 105.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.1 $13M 120k 104.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $12M 31k 394.41
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.5 $11M 103k 106.23
Vanguard Bd Index Fds Intermed Term (BIV) 3.5 $11M 119k 89.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $6.4M 74k 85.45
Vanguard World Mega Cap Index (MGC) 2.1 $6.3M 42k 152.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $5.0M 112k 44.40
Schwab Strategic Tr Us Reit Etf (SCHH) 1.6 $4.8M 105k 45.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $4.6M 87k 52.58
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $4.3M 84k 50.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.9M 39k 101.77
Vanguard Index Fds Growth Etf (VUG) 1.3 $3.9M 13k 290.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.8M 104k 36.21
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.4M 21k 114.81
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.1M 9.8k 218.64
CMC Materials 0.7 $2.1M 17k 123.23
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $2.1M 10k 198.10
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M 28k 61.75
Vanguard Index Fds Value Etf (VTV) 0.5 $1.6M 12k 135.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.5M 3.6k 428.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.5M 30k 50.01
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.3M 5.6k 236.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.2M 9.1k 133.72
Cabot Corporation (CBT) 0.4 $1.2M 24k 50.12
Apple (AAPL) 0.3 $840k 5.9k 141.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $831k 13k 63.23
Ishares Tr Tips Bd Etf (TIP) 0.2 $637k 5.0k 127.71
Ishares Tr Msci Eafe Etf (EFA) 0.2 $463k 5.9k 77.95
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $446k 8.8k 50.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $420k 2.5k 169.08
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $388k 3.9k 100.62
Ishares Msci Cda Etf (EWC) 0.1 $372k 10k 36.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $367k 3.6k 101.92
Vanguard Index Fds Large Cap Etf (VV) 0.1 $256k 1.3k 200.94
Ishares Tr National Mun Etf (MUB) 0.1 $252k 2.2k 116.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $210k 1.4k 145.73
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $201k 2.7k 74.25
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $201k 3.8k 52.94