Sensible Financial Planning & Management

Sensible Financial Planning & Management as of June 30, 2024

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 27 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 16.5 $77M 1.5M 52.01
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.9 $74M 1.5M 48.67
Ishares Tr Usd Inv Grde Etf (USIG) 15.0 $69M 1.4M 50.21
Ishares Tr Mbs Etf (MBB) 13.1 $61M 661k 91.81
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $21M 77k 267.51
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $20M 103k 194.87
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.3 $20M 199k 99.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $19M 38k 500.14
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.7 $17M 385k 44.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $12M 184k 64.25
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.1 $9.9M 131k 75.70
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.9 $8.7M 192k 45.40
Vanguard World Mega Cap Index (MGC) 1.8 $8.4M 43k 197.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $8.3M 236k 35.08
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $6.9M 347k 19.97
Dimensional Etf Trust Inflation Prote (DFIP) 1.1 $5.1M 126k 40.84
Vanguard Index Fds Growth Etf (VUG) 1.1 $4.9M 13k 374.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $3.7M 75k 49.42
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.6M 16k 218.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.9M 34k 83.75
Cabot Corporation (CBT) 0.6 $2.6M 28k 91.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.5M 51k 48.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.3M 53k 43.75
Vanguard Index Fds Value Etf (VTV) 0.4 $1.9M 12k 160.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $861k 17k 51.84
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $851k 13k 67.96
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $376k 13k 29.65