Sensible Financial Planning & Management

Latest statistics and disclosures from Sensible Financial Planning & Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHP, BNDX, USIG, MBB, VTI, and represent 64.75% of Sensible Financial Planning & Management's stock portfolio.
  • Added to shares of these 10 stocks: BNDX (+$6.3M), SCHP, MBB, VTC, VMBS, USIG, STIP, DFIP, VOO, DFAU.
  • Started 3 new stock positions in DFAU, DFAI, TAST.
  • Reduced shares in these 10 stocks: BNDW, SPYX, MTUM, IGOV, SCHX, CBT, VTV, VWO, VTIP, VNQ.
  • Sold out of its position in IGOV.
  • Sensible Financial Planning & Management was a net buyer of stock by $16M.
  • Sensible Financial Planning & Management has $452M in assets under management (AUM), dropping by 6.09%.
  • Central Index Key (CIK): 0001567738

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Portfolio Holdings for Sensible Financial Planning & Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 16.7 $76M +4% 1.4M 52.16
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.7 $71M +9% 1.4M 49.19
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Ishares Tr Usd Inv Grde Etf (USIG) 14.8 $67M +2% 1.3M 50.77
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Ishares Tr Mbs Etf (MBB) 13.0 $59M +4% 636k 92.42
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Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $21M 79k 259.90
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Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $20M -3% 105k 187.35
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.2 $19M +5% 190k 99.43
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $19M +3% 39k 480.69
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 3.7 $17M -7% 392k 42.80
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $12M -3% 185k 62.06
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.2 $9.7M +30% 127k 76.62
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.9 $8.8M +20% 193k 45.61
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Vanguard World Mega Cap Index (MGC) 1.7 $7.6M +2% 41k 186.86
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $7.1M 198k 35.84
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $6.7M +3% 331k 20.30
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Dimensional Etf Trust Inflation Prote (DFIP) 1.4 $6.4M +17% 156k 41.25
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Vanguard Index Fds Growth Etf (VUG) 1.0 $4.5M 13k 344.20
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $3.8M 76k 50.17
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.6M +9% 16k 228.57
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.0M 34k 86.48
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Cabot Corporation (CBT) 0.6 $2.7M -6% 30k 92.20
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.6M -2% 54k 47.88
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Vanguard Index Fds Value Etf (VTV) 0.4 $1.9M -6% 12k 162.89
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.9M -4% 45k 41.77
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $1.6M -58% 24k 68.62
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $904k 17k 54.43
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $384k NEW 11k 36.49
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $378k NEW 13k 30.19
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Carrols Restaurant (TAST) 0.1 $243k NEW 26k 9.50
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Past Filings by Sensible Financial Planning & Management

SEC 13F filings are viewable for Sensible Financial Planning & Management going back to 2014

View all past filings