Sensible Financial Planning & Management

Sensible Financial Planning & Management as of March 31, 2025

Portfolio Holdings for Sensible Financial Planning & Management

Sensible Financial Planning & Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 16.1 $81M 3.0M 26.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.2 $76M 1.6M 48.82
Ishares Tr Usd Inv Grde Etf (USIG) 14.5 $73M 1.4M 51.08
Ishares Tr Mbs Etf (MBB) 12.9 $65M 690k 93.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.5 $22M 217k 103.47
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $22M 80k 274.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $21M 40k 513.91
Ishares Tr Msci Usa Mmentm (MTUM) 3.9 $19M 96k 202.13
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.5 $18M 387k 45.75
Vanguard World Mega Cap Index (MGC) 2.6 $13M 65k 201.38
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.3 $12M 152k 76.80
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.3 $12M 249k 46.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $11M 507k 22.08
Dimensional Etf Trust Inflation Prote (DFIP) 1.6 $7.8M 185k 42.11
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $7.6M 356k 21.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $7.0M 191k 36.41
Vanguard Index Fds Growth Etf (VUG) 1.0 $4.9M 13k 370.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.9M 97k 50.83
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.2M 19k 221.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.0M 66k 45.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.9M 32k 90.54
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.9M 11k 258.62
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.4M 49k 49.90
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $2.2M 32k 68.81
Cabot Corporation (CBT) 0.4 $2.1M 26k 83.14
Vanguard Index Fds Value Etf (VTV) 0.3 $1.7M 10k 172.73
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.4M 12k 121.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $915k 11k 81.69
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $855k 17k 51.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $396k 13k 31.23