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| Name: |
Sensible Financial Planning & Management LLC. |
| City: |
WALTHAM |
| State: |
MA |
| Zip: |
02453 |
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data |
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| Holdings
Found :
28 |
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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 |
Schwab U.S. Tips Etf |
1 |
- |
$51.33 |
$72,143,000 |
1,382,056 |
16.92% |
-658,000 |
-59,826 |
0.461 |
N/A |
|
|
CFT |
iShares Barclays Credit Bond |
2 |
- |
$49.42 |
$66,222,000 |
1,291,889 |
15.53% |
3,830,000 |
-6,050 |
1.034 |
Closed - End Fund - E... |
|
|
BNDX |
Vanguard Total Internationa... |
3 |
- |
$48.44 |
$64,792,000 |
1,312,501 |
15.2% |
-1,225,000 |
-67,740 |
0.222 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
4 |
- |
$89.80 |
$57,181,000 |
607,790 |
13.41% |
1,678,000 |
-17,241 |
0.068 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
5 |
- |
$251.78 |
$18,703,000 |
78,841 |
4.39% |
1,389,000 |
-2,672 |
0.008 |
Closed - End Fund - E... |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
6 |
- |
$99.20 |
$17,751,000 |
180,049 |
4.16% |
531,000 |
2,377 |
0.02 |
N/A |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
7 |
- |
$0.00 |
$17,109,000 |
109,048 |
4.01% |
1,602,000 |
-1,951 |
0.013 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
8 |
- |
$467.21 |
$16,469,000 |
37,703 |
3.86% |
1,700,000 |
93 |
0.004 |
Closed - End Fund - E... |
|
|
SPYX |
Spdr S |
9 |
- |
$41.52 |
$16,456,000 |
424,007 |
3.86% |
1,396,000 |
-9,611 |
2.088 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
10 |
- |
$60.28 |
$10,806,000 |
191,588 |
2.53% |
452,000 |
-13,028 |
0.007 |
Closed - End Fund - Debt |
|
|
VTC |
Vanguard Total Corporate Bond |
11 |
- |
$0.00 |
$7,528,000 |
97,150 |
1.77% |
1,292,000 |
11,077 |
0.921 |
N/A |
|
|
VMBS |
Vanguard Mortgage-Backed S |
12 |
- |
$44.35 |
$7,419,000 |
160,025 |
1.74% |
3,446,000 |
69,272 |
0.018 |
Closed - End Fund - Debt |
|
|
GWL |
St Spdr S&P Wld Xus |
13 |
- |
$34.97 |
$6,760,000 |
198,768 |
1.59% |
2,264,000 |
53,773 |
0.022 |
Closed - End Fund - E... |
|
|
MGC |
Vanguard Mega Cap 300 Index... |
14 |
- |
$182.11 |
$6,748,000 |
39,861 |
1.58% |
747,000 |
346 |
0.163 |
Closed - End Fund - E... |
|
|
SCHH |
Schwab Us Reit |
15 |
- |
$18.86 |
$6,614,000 |
319,366 |
1.55% |
1,360,000 |
23,387 |
0.027 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
16 |
- |
$0.00 |
$5,472,000 |
132,568 |
1.28% |
3,429,000 |
81,195 |
0.147 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
17 |
- |
$335.18 |
$4,064,000 |
13,072 |
0.95% |
508,000 |
13 |
0.005 |
Closed - End Fund - E... |
|
|
BNDW |
Vanguard Total World Bond Etf |
18 |
- |
$0.00 |
$3,910,000 |
56,495 |
0.92% |
3,142,000 |
44,916 |
1.011 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
19 |
- |
$48.88 |
$3,666,000 |
76,544 |
0.86% |
422,000 |
2,355 |
0.003 |
Closed - End Fund - F... |
|
|
VB |
Vanguard Small Cap VIPERS |
20 |
- |
$216.56 |
$3,075,000 |
14,415 |
0.72% |
372,000 |
117 |
0.008 |
Closed - End Fund - E... |
|
|
VNQ |
Vanguard REIT Index VIPERs |
21 |
- |
$80.16 |
$3,074,000 |
34,794 |
0.72% |
409,000 |
-423 |
0.01 |
Closed - End Fund - E... |
|
|
CBT |
Cabot Corp |
22 |
- |
$93.59 |
$2,634,000 |
31,540 |
0.62% |
344,000 |
-1,520 |
0.056 |
Specialty Chemicals |
|
|
VTIP |
Vanguard Short Term Inflati... |
23 |
- |
$47.84 |
$2,609,000 |
54,943 |
0.61% |
-101,000 |
-2,374 |
0.003 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
24 |
- |
$42.32 |
$1,944,000 |
47,297 |
0.46% |
752,000 |
16,886 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
25 |
- |
$157.91 |
$1,879,000 |
12,569 |
0.44% |
118,000 |
-197 |
0.003 |
Closed - End Fund - E... |
|
|
DFAT |
Dimensional U S Targeted Va... |
26 |
- |
$52.00 |
$869,000 |
16,608 |
0.2% |
110,000 |
0 |
0.002 |
N/A |
|
|
IGOV |
iShares S&P/Citi Intl Treas... |
27 |
- |
$38.35 |
$417,000 |
10,100 |
0.1% |
42,000 |
0 |
0.005 |
N/A |
|
|
EWC |
iShares MSCI-Canada |
28 |
Closed |
$37.63 |
$0 |
0 |
0% |
-691,000 |
-20,642 |
0 |
Closed - End Fund - E... |
|
