Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Dec. 31, 2021

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 43 positions in its portfolio as reported in the December 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) 21.7 $76M 1.4M 55.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 20.2 $71M 1.3M 53.90
Vanguard Bd Index Fds Intermed Term (BIV) 7.0 $25M 280k 87.62
Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $18M 73k 241.43
Ishares Tr Msci Usa Mmentm (MTUM) 4.4 $16M 86k 181.82
Schwab Strategic Tr Us Tips Etf (SCHP) 4.3 $15M 242k 62.89
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.3 $15M 144k 105.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.2 $15M 131k 113.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $14M 33k 436.56
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.7 $13M 110k 117.70
Vanguard World Mega Cap Index (MGC) 2.0 $6.9M 41k 168.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $6.3M 74k 84.75
Schwab Strategic Tr Us Reit Etf (SCHH) 1.7 $5.8M 111k 52.69
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $5.3M 113k 47.52
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $4.7M 41k 116.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $4.6M 89k 51.40
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $4.6M 90k 51.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $4.5M 123k 36.48
Vanguard Index Fds Growth Etf (VUG) 1.2 $4.2M 13k 320.89
CMC Materials 0.8 $2.8M 15k 191.69
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $2.5M 12k 215.72
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.4M 11k 226.00
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.4M 21k 114.07
Vanguard Index Fds Value Etf (VTV) 0.5 $1.8M 12k 147.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.7M 3.6k 474.89
Ishares Core Msci Emkt (IEMG) 0.5 $1.7M 28k 59.84
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.6M 6.4k 254.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.5M 31k 49.47
Cabot Corporation (CBT) 0.4 $1.5M 26k 56.21
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.2M 9.2k 133.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 19k 63.57
Apple (AAPL) 0.2 $663k 3.7k 177.70
Ishares Msci Cda Etf (EWC) 0.1 $491k 13k 38.43
Ishares Tr Msci Eafe Etf (EFA) 0.1 $490k 6.2k 78.73
Ishares Tr Tips Bd Etf (TIP) 0.1 $439k 3.4k 129.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $434k 2.4k 178.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $423k 8.7k 48.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $387k 3.6k 107.32
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $385k 3.7k 104.59
Vanguard Index Fds Large Cap Etf (VV) 0.1 $282k 1.3k 221.35
Ishares Tr National Mun Etf (MUB) 0.1 $252k 2.2k 116.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $226k 1.4k 156.84
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $223k 3.8k 58.42