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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 : 2024-03-31
  Total Value : $452,270,000
  Total Value Change : $25,956,000
  Securities Held Change : 2
   
All Securities Held : 29
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 1
  Decreased Positions : 11

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Holdings Found : 14     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 - $51.71 $75,604,000 1,449,463 16.72% 3,461,000 67,407 0.483    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 2 - $48.60 $70,865,000 1,440,648 15.67% 6,073,000 128,147 0.16    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 3 - $50.01 $67,085,000 1,321,344 14.83% 863,000 29,455 0.919    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 4 - $91.28 $58,753,000 635,717 12.99% 1,572,000 27,927 0.071    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 5 - $259.45 $20,547,000 79,057 4.54% 1,844,000 216 0.008    Closed - End Fund - E...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 7 - $99.17 $18,856,000 189,637 4.17% 1,105,000 9,588 0.021    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 8 - $481.04 $18,686,000 38,873 4.13% 2,217,000 1,170 0.004    Closed - End Fund - E...
   (VTC)1 Year Chart         VTC Vanguard Total Corporate Bond 11 - $0.00 $9,746,000 127,200 2.15% 2,218,000 30,050 1.206    N/A
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 12 - $45.06 $8,812,000 193,209 1.95% 1,393,000 33,184 0.021    Closed - End Fund - Debt
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 13 - $185.36 $7,616,000 40,757 1.68% 868,000 896 0.166    Closed - End Fund - E...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 15 - $19.77 $6,721,000 331,094 1.49% 107,000 11,728 0.028    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 16 - $0.00 $6,413,000 155,460 1.42% 941,000 22,892 0.173    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 17 - $345.65 $4,509,000 13,100 1% 445,000 28 0.005    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 19 - $225.16 $3,616,000 15,820 0.8% 541,000 1,405 0.009    Closed - End Fund - E...
      14 Records Found
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