Sensible Financial Planning & Management, LLC. holdings history

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164 is the total number of securities Sensible Financial Planning & Management, LLC. has owned. The longest Sensible Financial Planning & Management, LLC. has owned a single stock is 37 quarters.

Sensible Financial Planning & Management, LLC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BNDX VANGUARD CHARLOTTE FDS373715.24%21.38%27.70%Q3 2014Q3 202337
SCHP US TIPS ETF37371.43%5.38%18.50%Q3 2014Q3 202337
VTIP VANGUARD MALVERN FDS37370.68%3.61%13.74%Q3 2014Q3 202337
VNQ VANGUARD INDEX FDS37370.67%2.23%4.79%Q3 2014Q3 202337
VEA VANGUARD TAX-MANAGED I...37370.82%1.85%3.68%Q3 2014Q3 202337
VTV VANGUARD INDEX FDS37370.42%1.18%3.64%Q3 2014Q3 202337
VUG VANGUARD INDEX FDS37370.35%0.81%1.31%Q3 2014Q3 202337
VOO VANGUARD INDEX FDS36360.61%5.73%9.89%Q4 2014Q3 202336
VTI VANGUARD INDEX FDS36363.56%4.42%5.98%Q4 2014Q3 202336
STIP ISHARES TR3420.01%2.21%4.64%Q3 2014Q3 202336
VWO VANGUARD INTL EQUITY I...36360.30%0.68%1.41%Q4 2014Q3 202336
VB VANGUARD INDEX FDS36360.16%0.43%0.81%Q4 2014Q3 202336
CBT COM2860.15%0.43%0.82%Q1 2015Q3 202334
SPY TR UNIT33330.33%0.50%0.64%Q3 2014Q3 202233
TIP TIPS BD ETF33330.08%0.38%1.48%Q3 2014Q3 202233
SCHZ US AGGREGATE B32320.89%27.19%39.94%Q3 2014Q2 202232
VTHR VNG RUS3000IDX32320.03%0.56%0.86%Q3 2015Q2 202332
BND VANGUARD BD INDEX FDS31311.35%5.03%10.04%Q3 2014Q1 202231
AGG ISHARES TR31310.16%2.48%10.32%Q3 2014Q1 202231
SCHH US REIT ETF2650.04%0.89%1.66%Q3 2015Q3 202331
MUB NAT AMT FREE BD31310.06%0.15%0.28%Q3 2014Q1 202231
IEMG ISHARES INC18110.00%0.45%0.84%Q2 2015Q1 202329
EEM MSCI EMG MKT ETF2090.08%0.14%0.22%Q3 2014Q3 202229
VT VANGUARD INTL EQUITY I...2120.02%0.10%0.13%Q3 2014Q3 202229
IJS SP SMCP600VL ETF1530.08%0.15%0.33%Q3 2014Q3 202228
EFA MSCI EAFE ETF2020.02%0.12%0.23%Q3 2014Q3 202228
IVE S&P 500 VAL ETF1890.06%0.18%0.33%Q3 2014Q1 202227
SCHX SCHWAB STRATEGIC TR26260.64%3.89%5.94%Q2 2017Q3 202326
CCMP COM22220.35%0.64%1.04%Q1 2015Q2 202022
VNQI VANGUARD INTL EQUITY I...1220.10%0.16%0.26%Q3 2014Q4 201920
SPYX SPDR SER TR19190.12%2.47%3.79%Q1 2019Q3 202319
EWC ISHARES INC1350.11%0.48%2.50%Q3 2014Q3 202318
VBR VANGUARD INDEX FDS1020.00%0.11%0.19%Q3 2014Q3 202218
MTUM ISHARES TR17170.79%3.70%4.52%Q3 2019Q3 202317
MGC VANGUARD WORLD FD17170.16%1.45%2.06%Q3 2019Q3 202317
SPDW SPDR INDEX SHS FDS17170.12%1.01%1.51%Q3 2019Q3 202317
VV VANGUARD INDEX FDS820.05%0.08%0.10%Q3 2014Q3 202216
BIV VANGUARD BD INDEX FDS15150.17%4.43%6.98%Q4 2018Q2 202215
VMBS VANGUARD SCOTTSDALE FDS1140.19%0.67%1.86%Q3 2014Q3 202315
AAPL COM610.01%0.22%1.21%Q3 2015Q3 202214
MBB MBS ETF760.06%6.86%14.23%Q3 2014Q3 202313
CMPR SHS EURO11110.18%0.68%1.15%Q4 2014Q2 201711
SCZ ISHARES TR920.06%0.30%1.00%Q3 2014Q3 202111
VSS VANGUARD INTL EQUITY I...830.02%0.26%0.42%Q3 2015Q3 202211
SPTM SPDR SER TR620.02%0.05%0.08%Q3 2014Q1 202211
DFAT DIMENSIONAL ETF TRUST10100.19%1.24%1.68%Q2 2021Q3 202310
VO VANGUARD INDEX FDS10100.28%0.41%0.49%Q2 2020Q3 202210
STPZ PIMCO ETF TR910.10%0.36%1.16%Q3 2014Q1 201810
VXUS VANGUARD STAR FDS730.24%0.29%0.34%Q4 2020Q2 202310
IJR ISHARES TR820.06%0.13%0.16%Q3 2014Q1 201710
VWOB VANGUARD WHITEHALL FDS...990.00%0.99%4.00%Q3 2014Q3 20169
JNK SPDR SERIES TRUST990.00%0.19%0.68%Q3 2014Q3 20169
WPS ISHARES TR990.08%0.16%0.29%Q3 2014Q3 20169
WIP SPDR SERIES TRUST990.02%0.12%0.51%Q3 2014Q3 20169
IVV ISHARES TR610.02%0.04%0.09%Q2 2015Q1 20229
PEP PEPSICO INC610.01%0.02%0.09%Q3 2014Q4 20199
VXF VANGUARD INDEX FDS620.03%0.09%0.16%Q3 2014Q3 20168
VIG VANGUARD SPECIALIZED P...620.01%0.03%0.08%Q2 2015Q3 20228
RWR SPDR SERIES TRUST620.01%0.01%0.02%Q3 2014Q3 20168
EIDO MSCI INDONIA ETF620.01%0.01%0.01%Q3 2014Q3 20168
THD MSCI THI CAP ETF620.01%0.01%0.01%Q3 2014Q3 20168
EFV ISHARES TR620.00%0.01%0.03%Q3 2014Q3 20168
EWS MSCI SINGAP ETF620.01%0.01%0.01%Q3 2014Q3 20168
FB FACEBOOK INC620.00%0.01%0.01%Q3 2014Q3 20168
EWM MSCI MALAYSI ETF620.00%0.01%0.01%Q3 2014Q3 20168
USIG ISHARES TR777.69%14.37%16.18%Q1 2022Q3 20237
BRKB CL B NEW610.05%0.10%0.19%Q4 2014Q3 20167
IVW S&P 500 GRWT ETF610.00%0.01%0.01%Q4 2014Q3 20167
ONE HIGHER ONE HLDGS INC520.01%0.01%0.01%Q3 2014Q2 20167
TTOO T2 BIOSYSTEMS INC520.00%0.01%0.01%Q3 2014Q2 20167
CCMP CMC MATERIALS INC510.64%0.83%1.11%Q4 2020Q2 20226
GE GENERAL ELECTRIC CO660.02%0.03%0.05%Q2 2015Q3 20166
DVY SELECT DIVID ETF660.02%0.03%0.03%Q2 2015Q3 20166
ROP ROPER TECHNOLOGIES INC660.02%0.02%0.02%Q2 2015Q3 20166
IEFA ISHARES TR660.00%0.01%0.01%Q2 2015Q3 20166
CBS CL B660.00%0.00%0.00%Q2 2015Q3 20166
VIAB VIACOM INC NEW660.00%0.00%0.00%Q2 2015Q3 20166
DIMENSIONAL ETF TRUST551.88%1.97%2.06%Q2 2022Q2 20235
BSV VANGUARD BD INDEX FD INC320.01%0.32%0.61%Q3 2014Q3 20165
IGOV ISHARES TR550.09%0.10%0.10%Q3 2022Q3 20235
PG PROCTER & GAMBLE CO410.00%0.03%0.16%Q2 2015Q4 20195
ITOT ISHARES TR550.01%0.01%0.01%Q3 2015Q3 20165
VTC VANGUARD SCOTTSDALE FDS440.80%1.21%1.57%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.51%0.75%1.00%Q4 2022Q3 20234
BNDW VANGUARD SCOTTSDALE FDS440.19%0.34%0.42%Q4 2022Q3 20234
SCHB SCHWAB STRATEGIC TR220.00%0.18%0.40%Q3 2014Q3 20154
VOE VANGUARD INDEX FDS220.01%0.04%0.07%Q3 2014Q3 20164
SCHE SCHWAB STRATEGIC TR220.01%0.02%0.02%Q3 2014Q3 20154
AMZN COM440.01%0.01%0.01%Q4 2015Q3 20164
NSC NORFOLK SOUTHERN CORP440.01%0.01%0.01%Q2 2015Q1 20164
SWHC SMITH & WESSON HLDG CORP440.01%0.01%0.01%Q4 2015Q3 20164
ATVI COM440.01%0.01%0.01%Q4 2015Q3 20164
XOM EXXON MOBIL CORP440.01%0.01%0.01%Q2 2015Q1 20164
SNI SCRIPPS NETWORKS INTER...440.00%0.00%0.01%Q4 2015Q3 20164
UAA UNDER ARMOUR INC440.00%0.00%0.01%Q4 2015Q3 20164
CAT COM440.00%0.00%0.00%Q4 2015Q3 20164
SCHA SCHWAB STRATEGIC TR210.04%0.05%0.06%Q3 2014Q2 20153
IEF ISHARES TR210.01%0.03%0.05%Q3 2014Q2 20153
GLD SPDR GOLD TRUST210.01%0.02%0.03%Q3 2014Q3 20163
TGT TARGET CORP210.01%0.01%0.02%Q3 2014Q4 20153
EVAL ISHARES210.00%0.01%0.02%Q3 2014Q2 20153
PCLN PRICELINE GRP INC330.01%0.01%0.01%Q1 2016Q3 20163
COST COSTCO WHSL CORP NEW330.01%0.01%0.01%Q1 2016Q3 20163
DIS DISNEY WALT CO330.01%0.01%0.01%Q1 2016Q3 20163
NKE NIKE INC330.01%0.01%0.01%Q1 2016Q3 20163
NFLX NETFLIX INC330.01%0.01%0.01%Q1 2016Q3 20163
TPL TEXAS PACIFIC LAND COR...220.18%0.19%0.21%Q2 2022Q3 20222
SHV ISHARES TR110.14%0.18%0.22%Q3 2014Q2 20222
IWB ISHARES TR220.09%0.09%0.10%Q2 2022Q3 20222
MRK MERCK & CO. INC220.09%0.09%0.10%Q4 2020Q1 20212
SJNK SPDR SER TR220.04%0.05%0.07%Q3 2014Q4 20142
IWD ISHARES TR220.04%0.04%0.04%Q3 2014Q4 20142
AGC ADVENT CLAY CONV SEC I...220.03%0.03%0.03%Q1 2018Q2 20182
DWM WISDOMTREE TR220.02%0.02%0.02%Q3 2014Q4 20142
TTWO TAKE-TWO INTERACTIVE S...220.02%0.02%0.02%Q2 2016Q3 20162
VOT VANGUARD INDEX FDS220.01%0.01%0.02%Q3 2014Q4 20142
WFM WHOLE FOODS MKT INC220.01%0.01%0.01%Q3 2014Q4 20142
EEB CLAYMORE EXCHANGE TRD ...220.01%0.01%0.01%Q3 2014Q4 20142
EWX SPDR INDEX SHS FDS220.01%0.01%0.01%Q3 2014Q4 20142
IJT ISHARES TR220.00%0.00%0.01%Q3 2014Q4 20142
PXSV POWERSHARES ETF TRUST220.00%0.00%0.01%Q3 2014Q4 20142
UA UNDER ARMOUR INC220.00%0.00%0.00%Q2 2016Q3 20162
NEM NEWMONT MINING CORP220.00%0.00%0.00%Q3 2014Q4 20142
VPRT VISTAPRINT N V110.72%0.72%0.72%Q3 2014Q3 20141
BIL SPDR SER TR110.31%0.31%0.31%Q2 2023Q2 20231
ENTG ENTEGRIS INC110.15%0.15%0.15%Q3 2022Q3 20221
EW EDWARDS LIFESCIENCES CORP110.12%0.12%0.12%Q3 2017Q3 20171
HD HOME DEPOT INC110.10%0.10%0.10%Q2 2022Q2 20221
KO COCA COLA CO110.10%0.10%0.10%Q4 2019Q4 20191
TSLA TESLA INC110.09%0.09%0.09%Q4 2020Q4 20201
BHK BLACKROCK CORE BD TR110.07%0.07%0.07%Q4 2019Q4 20191
MDY SPDR S&P MIDCAP 400 ET...110.06%0.06%0.06%Q2 2022Q2 20221
EXPENSIFY INC110.05%0.05%0.05%Q3 2022Q3 20221
TJX COM110.03%0.03%0.03%Q4 2015Q4 20151
ITIP ISHARES TR110.03%0.03%0.03%Q3 2014Q3 20141
MCD MCDONALDS CORP110.03%0.03%0.03%Q4 2014Q4 20141
EXPD EXPEDITORS INTL WASH INC110.03%0.03%0.03%Q4 2014Q4 20141
ICF ISHARES TR110.02%0.02%0.02%Q2 2016Q2 20161
BIIB BIOGEN INC110.02%0.02%0.02%Q2 2016Q2 20161
MGV VANGUARD WORLD FD110.01%0.01%0.01%Q2 2016Q2 20161
BSJI CLAYMORE EXCHANGE TRD ...110.01%0.01%0.01%Q3 2014Q3 20141
MGK VANGUARD WORLD FD110.01%0.01%0.01%Q2 2016Q2 20161
BSJE CLAYMORE EXCHANGE TRD ...110.01%0.01%0.01%Q3 2014Q3 20141
BSJF CLAYMORE EXCHANGE TRD ...110.01%0.01%0.01%Q3 2014Q3 20141
BSJG CLAYMORE EXCHANGE TRD ...110.01%0.01%0.01%Q3 2014Q3 20141
BSJH CLAYMORE EXCHANGE TRD ...110.01%0.01%0.01%Q3 2014Q3 20141
ZBH COM110.01%0.01%0.01%Q4 2015Q4 20151
CVS COM110.01%0.01%0.01%Q4 2015Q4 20151
VZ COM110.01%0.01%0.01%Q4 2015Q4 20151
MMM COM110.01%0.01%0.01%Q4 2015Q4 20151
RWO SPDR INDEX SHS FDS110.01%0.01%0.01%Q2 2016Q2 20161
PJP DYN PHRMA PORT110.01%0.01%0.01%Q4 2015Q4 20151
BAC BANK AMER CORP110.00%0.00%0.00%Q3 2015Q3 20151
HRB BLOCK H & R INC110.00%0.00%0.00%Q2 2015Q2 20151
IAU ISHARES GOLD TRUST110.00%0.00%0.00%Q2 2016Q2 20161
NOK NOKIA CORP110.00%0.00%0.00%Q2 2015Q2 20151
PSX COM110.00%0.00%0.00%Q4 2015Q4 20151
VXX BARCLAYS BK PLC110.00%0.00%0.00%Q3 2015Q3 20151
DVMT DELL TECHNOLOGIES INC110.00%0.00%0.00%Q3 2016Q3 20161
INTC INTEL CORP110.00%0.00%0.00%Q2 2015Q2 20151
MSFT MICROSOFT CORP110.00%0.00%0.00%Q2 2015Q2 20151
CSCO CISCO SYS INC110.00%0.00%0.00%Q2 2015Q2 20151
OREXQ OREXIGEN THERAPEUTICS INC110.00%0.00%0.00%Q3 2016Q3 20161
LLTC LINEAR TECHNOLOGY CORP110.00%0.00%0.00%Q2 2015Q2 20151
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The securities at the top of the list , including VANGUARD CHARLOTTE FDS, US TIPS ETF, and VANGUARD MALVERN FDS, are the highest-conviction holdings of Sensible Financial Planning & Management, LLC..

The conviction is calculated by counting the number of quarters a security has been reported by Sensible Financial Planning & Management, LLC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sensible Financial Planning & Management, LLC. owns currently or has owned in the past.