$210 Million is the total value of Sensible Financial Planning & Management, LLC.'s 34 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -11,693 | -100.0% | -0.07% | – |
PEP | Exit | PEPSICO INC | $0 | – | -1,630 | -100.0% | -0.09% | – |
KO | Exit | COCA COLA CO | $0 | – | -4,072 | -100.0% | -0.10% | – |
AAPL | Exit | APPLE INC | $0 | – | -781 | -100.0% | -0.10% | – |
VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -4,104 | -100.0% | -0.10% | – |
PG | Exit | PROCTER & GAMBLE CO | $0 | – | -3,122 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD CHARLOTTE FDS | 37 | Q3 2023 | 27.7% |
US TIPS ETF | 37 | Q3 2023 | 18.5% |
VANGUARD MALVERN FDS | 37 | Q3 2023 | 13.7% |
VANGUARD INDEX FDS | 37 | Q3 2023 | 4.8% |
VANGUARD TAX-MANAGED INTL FD | 37 | Q3 2023 | 3.7% |
VANGUARD INDEX FDS | 37 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 37 | Q3 2023 | 1.3% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 9.9% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 6.0% |
ISHARES TR | 36 | Q3 2023 | 4.6% |
View Sensible Financial Planning & Management, LLC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-03 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-18 |
13F-HR | 2022-02-11 |
View Sensible Financial Planning & Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.