Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Sept. 30, 2023

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 18.3 $73M 1.4M 50.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 16.6 $66M 1.4M 47.83
Ishares Tr Usd Inv Grde Etf (USIG) 15.7 $62M 1.3M 48.07
Ishares Tr Mbs Etf (MBB) 14.0 $56M 625k 88.80
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $17M 82k 212.41
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.3 $17M 178k 96.92
Ishares Tr Msci Usa Mmentm (MTUM) 3.9 $16M 111k 139.70
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.8 $15M 434k 34.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $15M 38k 392.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $10M 205k 50.60
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.6 $6.2M 86k 72.45
Vanguard World Mega Cap Index (MGC) 1.5 $6.0M 40k 151.87
Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $5.3M 296k 17.75
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $4.5M 145k 31.01
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $4.0M 91k 43.78
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.6M 13k 272.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $3.2M 74k 43.73
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $2.7M 57k 47.28
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.7M 14k 189.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.7M 35k 75.67
Cabot Corporation (CBT) 0.6 $2.3M 33k 69.27
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $2.0M 51k 39.77
Vanguard Index Fds Value Etf (VTV) 0.4 $1.8M 13k 137.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 30k 39.20
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $768k 12k 66.33
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $759k 17k 45.70
Ishares Msci Cda Etf (EWC) 0.2 $691k 21k 33.48
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $375k 10k 37.13