Sensible Financial Planning & Management

Sensible Financial Planning & Management as of March 31, 2022

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 43 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 19.6 $73M 1.4M 52.44
Schwab Strategic Tr Us Aggregate B (SCHZ) 12.4 $46M 917k 50.57
Schwab Strategic Tr Us Tips Etf (SCHP) 11.8 $44M 726k 60.71
Ishares Tr Usd Inv Grde Etf (USIG) 7.7 $29M 523k 55.04
Ishares Tr Mbs Etf (MBB) 6.6 $25M 242k 101.87
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $17M 73k 227.67
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.4 $17M 157k 104.94
Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $15M 89k 168.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.8 $14M 263k 53.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $13M 32k 415.17
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.4 $13M 113k 111.02
Vanguard World Mega Cap Index (MGC) 1.7 $6.5M 41k 159.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $5.7M 165k 34.28
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $5.5M 221k 24.89
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $5.3M 113k 46.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $5.0M 63k 79.54
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $4.3M 40k 108.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $4.3M 84k 51.21
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $4.3M 90k 48.03
Vanguard Index Fds Growth Etf (VUG) 1.0 $3.8M 13k 287.62
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $3.5M 43k 81.90
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.6 $2.4M 12k 203.95
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.4M 11k 212.53
Ishares Core Msci Emkt (IEMG) 0.6 $2.2M 39k 55.54
Vanguard Index Fds Value Etf (VTV) 0.5 $1.8M 12k 147.76
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.7M 7.1k 237.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.6M 3.6k 451.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.4M 31k 46.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $1.1M 9.2k 123.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.1M 19k 59.75
Ishares Msci Cda Etf (EWC) 0.2 $794k 20k 40.23
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $602k 5.6k 107.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $458k 6.2k 73.59
Ishares Tr Tips Bd Etf (TIP) 0.1 $428k 3.4k 124.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $427k 2.4k 176.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $391k 8.7k 45.20
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $377k 3.7k 102.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $365k 3.6k 101.19
Vanguard Index Fds Large Cap Etf (VV) 0.1 $266k 1.3k 208.79
Ishares Tr National Mun Etf (MUB) 0.1 $229k 2.1k 109.83
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $224k 1.4k 155.45
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $202k 3.6k 55.54
Ishares Tr Core S&p500 Etf (IVV) 0.1 $202k 446.00 452.91