$307 Million is the total value of Sensible Financial Planning & Management, LLC.'s 44 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | New | SPDR SER TRportfoli s&p1500 | $201,000 | – | 3,797 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
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.