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  Name: Sensible Financial Planning & Management LLC.
  City: WALTHAM
  State: MA
  Zip: 02453
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $462,775,000
  Total Value Change : $10,505,000
  Securities Held Change : -2
   
All Securities Held : 27
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 2
  Decreased Positions : 12

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 1 - $26.34 $76,472,000 1,470,342 16.52% 868,000 20,879 0.49    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 2 - $49.79 $73,663,000 1,513,512 15.92% 2,798,000 72,864 0.168    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 3 - $51.19 $69,407,000 1,382,332 15% 2,322,000 60,988 0.962    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 4 - $92.94 $60,696,000 661,103 13.12% 1,943,000 25,386 0.073    Closed - End Fund - E...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 7 - $100.72 $19,818,000 199,195 4.28% 962,000 9,558 0.022    N/A
   (VTC)1 Year Chart         VTC Vanguard Total Corporate Bond 11 - $0.00 $9,923,000 131,080 2.14% 177,000 3,880 1.243    N/A
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 13 - $185.36 $8,418,000 42,667 1.82% 802,000 1,910 0.174    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 14 - $35.96 $8,293,000 236,397 1.79% 1,208,000 38,717 0.026    Closed - End Fund - E...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 15 - $22.71 $6,932,000 347,140 1.5% 211,000 16,046 0.029    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 19 - $239.06 $3,558,000 16,317 0.77% -58,000 497 0.009    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 23 - $46.67 $2,296,000 52,478 0.5% 408,000 7,280 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 24 - $173.30 $1,942,000 12,110 0.42% 29,000 366 0.002    Closed - End Fund - E...
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 27 - $0.00 $376,000 12,682 0.08% -2,000 161 0.001    N/A

      13 Records Found
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