Sensible Financial Planning & Management

Sensible Financial Planning & Management as of Dec. 31, 2024

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 15.7 $76M 2.9M 25.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.3 $74M 1.5M 49.05
Ishares Tr Usd Inv Grde Etf (USIG) 14.7 $71M 1.4M 50.28
Ishares Tr Mbs Etf (MBB) 12.7 $61M 670k 91.68
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $22M 76k 289.81
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.4 $21M 211k 100.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $21M 39k 538.81
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $20M 98k 206.92
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.8 $18M 382k 48.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $12M 508k 23.18
Vanguard World Mega Cap Index (MGC) 2.4 $12M 55k 212.66
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.2 $11M 142k 75.71
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.0 $9.8M 215k 45.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $8.7M 254k 34.13
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $7.3M 348k 21.06
Dimensional Etf Trust Inflation Prote (DFIP) 1.5 $7.0M 174k 40.49
Vanguard Index Fds Growth Etf (VUG) 1.1 $5.3M 13k 410.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $4.3M 89k 47.82
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.8M 16k 240.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.9M 33k 89.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.6M 58k 44.04
Cabot Corporation (CBT) 0.5 $2.4M 26k 91.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.4M 49k 48.42
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $1.8M 26k 68.19
Vanguard Index Fds Value Etf (VTV) 0.4 $1.7M 10k 169.29
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.5M 12k 128.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $924k 17k 55.66
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $867k 11k 76.14
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $370k 13k 29.20