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| Name: |
Sensible Financial Planning & Management LLC. |
| City: |
WALTHAM |
| State: |
MA |
| Zip: |
02453 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
11 |
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Menu
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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 |
|
MTUM |
Ishares Msci Usa Momentum F... |
6 |
- |
$0.00 |
$19,649,000 |
104,877 |
4.34% |
2,540,000 |
-4,171 |
0.013 |
N/A |
|
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SPYX |
Spdr S |
9 |
- |
$43.32 |
$16,788,000 |
392,237 |
3.71% |
332,000 |
-31,770 |
1.932 |
N/A |
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SCHX |
Schwab Strategic Trust |
10 |
- |
$62.84 |
$11,507,000 |
185,414 |
2.54% |
701,000 |
-6,174 |
0.007 |
Closed - End Fund - Debt |
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GWL |
St Spdr S&P Wld Xus |
14 |
- |
$36.59 |
$7,085,000 |
197,680 |
1.57% |
325,000 |
-1,088 |
0.022 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
18 |
- |
$49.56 |
$3,817,000 |
76,086 |
0.84% |
151,000 |
-458 |
0.003 |
Closed - End Fund - F... |
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VNQ |
Vanguard REIT Index VIPERs |
20 |
- |
$84.96 |
$2,969,000 |
34,332 |
0.66% |
-105,000 |
-462 |
0.01 |
Closed - End Fund - E... |
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CBT |
Cabot Corp |
21 |
- |
$101.66 |
$2,727,000 |
29,577 |
0.6% |
93,000 |
-1,963 |
0.052 |
Specialty Chemicals |
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VTIP |
Vanguard Short Term Inflati... |
22 |
- |
$48.16 |
$2,569,000 |
53,652 |
0.57% |
-40,000 |
-1,291 |
0.003 |
N/A |
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VTV |
Vanguard Value VIPERS |
23 |
- |
$163.36 |
$1,913,000 |
11,744 |
0.42% |
34,000 |
-825 |
0.002 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
24 |
- |
$44.40 |
$1,888,000 |
45,198 |
0.42% |
-56,000 |
-2,099 |
0 |
Closed - End Fund - E... |
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BNDW |
Vanguard Total World Bond Etf |
25 |
- |
$0.00 |
$1,620,000 |
23,608 |
0.36% |
-2,290,000 |
-32,887 |
0.422 |
N/A |
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