$398 Thousand is the total value of Sensible Financial Planning & Management, LLC.'s 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $72,801 | -1.0% | 1,441,882 | +2.8% | 18.31% | +6.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $66,017 | +1.3% | 1,380,241 | +3.6% | 16.60% | +8.5% |
| USIG | Buy | ISHARES TRusd inv grde etf | $62,392 | -3.3% | 1,297,939 | +0.7% | 15.69% | +3.5% |
| MBB | Buy | ISHARES TRmbs etf | $55,503 | -0.4% | 625,031 | +4.6% | 13.96% | +6.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $17,314 | -1.5% | 81,513 | +2.2% | 4.35% | +5.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $17,220 | +1.3% | 177,672 | +2.0% | 4.33% | +8.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $15,507 | -1.2% | 110,999 | +2.0% | 3.90% | +5.8% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $15,060 | -2.7% | 433,618 | +1.3% | 3.79% | +4.2% |
| VTC | Buy | VANGUARD SCOTTSDALE FDStotal corp bnd | $6,236 | +19.1% | 86,073 | +24.4% | 1.57% | +27.6% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $5,254 | -4.0% | 295,979 | +5.6% | 1.32% | +2.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $4,496 | -4.4% | 144,995 | +0.3% | 1.13% | +2.4% |
| EWC | Buy | ISHARES INCmsci cda etf | $691 | +3.4% | 20,642 | +8.0% | 0.17% | +10.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
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.