Sensible Financial Planning & Management

Sensible Financial Planning & Management as of June 30, 2023

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 32 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 17.3 $74M 1.4M 52.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.3 $65M 1.3M 48.88
Ishares Tr Usd Inv Grde Etf (USIG) 15.2 $65M 1.3M 50.09
Ishares Tr Mbs Etf (MBB) 13.1 $56M 598k 93.27
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $18M 80k 220.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.0 $17M 174k 97.60
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $16M 109k 144.25
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.6 $16M 428k 36.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $15M 38k 407.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $11M 213k 52.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.0 $8.5M 247k 34.50
Vanguard World Mega Cap Index (MGC) 1.5 $6.5M 41k 156.46
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $5.5M 280k 19.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $5.3M 115k 46.39
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.2 $5.2M 69k 75.67
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $5.2M 113k 45.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $4.7M 145k 32.54
Dimensional Etf Trust Inflation Prote (DFIP) 1.0 $4.3M 103k 41.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.7M 81k 46.19
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.7M 13k 282.95
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.3M 17k 198.88
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.0M 35k 83.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $2.9M 61k 47.43
Cabot Corporation (CBT) 0.5 $2.3M 34k 66.90
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $2.2M 11k 197.49
Vanguard Index Fds Value Etf (VTV) 0.4 $1.8M 13k 142.13
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $1.8M 26k 68.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.5M 36k 40.68
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.3M 14k 91.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.0M 19k 56.06
Ishares Msci Cda Etf (EWC) 0.2 $668k 19k 34.96
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $400k 10k 39.60