Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Sept. 30, 2022

Portfolio Holdings for Sensible Financial Planning & Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 18.5 $72M 1.4M 51.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 16.2 $63M 1.3M 47.73
Ishares Tr Usd Inv Grde Etf (USIG) 16.2 $63M 1.3M 48.05
Ishares Tr Mbs Etf (MBB) 14.2 $55M 604k 91.58
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.0 $16M 162k 96.11
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $15M 82k 179.47
Ishares Tr Msci Usa Mmentm (MTUM) 3.3 $13M 99k 131.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $12M 37k 328.31
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 2.9 $11M 128k 87.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $11M 254k 42.35
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.9 $7.3M 247k 29.61
Vanguard World Mega Cap Index (MGC) 1.4 $5.6M 45k 124.82
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $4.5M 240k 18.69
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $4.4M 113k 38.97
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $4.1M 158k 25.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $3.2M 88k 36.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $3.2M 66k 48.12
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.1M 38k 80.18
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.8M 13k 213.97
Cabot Corporation (CBT) 0.6 $2.5M 39k 63.89
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.3M 13k 170.90
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $1.9M 12k 161.11
Vanguard Index Fds Value Etf (VTV) 0.4 $1.6M 13k 123.49
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.5M 8.0k 187.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 3.6k 357.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 32k 36.50
Ishares Core Msci Emkt (IEMG) 0.3 $1.0M 24k 42.99
Apple (AAPL) 0.2 $870k 6.3k 138.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $862k 9.3k 92.77
Texas Pacific Land Corp (TPL) 0.2 $828k 466.00 1776.82
Ishares Msci Cda Etf (EWC) 0.2 $594k 19k 30.76
Entegris (ENTG) 0.1 $571k 6.9k 83.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $447k 3.1k 143.55
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $370k 10k 36.63
Ishares Tr Rus 1000 Etf (IWB) 0.1 $360k 1.8k 197.48
Ishares Tr Msci Eafe Etf (EFA) 0.1 $354k 6.3k 55.93
Ishares Tr Tips Bd Etf (TIP) 0.1 $323k 3.1k 104.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $302k 3.7k 82.47
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $299k 3.8k 78.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $293k 8.4k 34.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $229k 1.7k 135.26
Vanguard Index Fds Large Cap Etf (VV) 0.1 $208k 1.3k 163.27
Expensify Com Cl A (EXFY) 0.1 $204k 14k 14.89