|
|
Name: |
Sensible Financial Planning & Management LLC. |
City: |
WALTHAM |
State: |
MA |
Zip: |
02453 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
13 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
|
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 |
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 |
Vanguard Total Internationa... |
2 |
- |
$49.79 |
$73,663,000 |
1,513,512 |
15.92% |
2,798,000 |
72,864 |
0.168 |
N/A |
|
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 |
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 |
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 |
Vanguard Total Corporate Bond |
11 |
- |
$0.00 |
$9,923,000 |
131,080 |
2.14% |
177,000 |
3,880 |
1.243 |
N/A |
|
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 |
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 |
Schwab Us Reit |
15 |
- |
$22.71 |
$6,932,000 |
347,140 |
1.5% |
211,000 |
16,046 |
0.029 |
N/A |
|
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 |
Vanguard Emerging Markets S... |
23 |
- |
$46.67 |
$2,296,000 |
52,478 |
0.5% |
408,000 |
7,280 |
0 |
Closed - End Fund - E... |
|
VTV |
Vanguard Value VIPERS |
24 |
- |
$173.30 |
$1,942,000 |
12,110 |
0.42% |
29,000 |
366 |
0.002 |
Closed - End Fund - E... |
|
DFAI |
Dfa Dimensional Internation... |
27 |
- |
$0.00 |
$376,000 |
12,682 |
0.08% |
-2,000 |
161 |
0.001 |
N/A |
|