Filer Name: SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.
CIK: 1567738
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 29
Portfolio Value: $0.48B

Sensible Financial Planning & Management, Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHP US SCHWAB U.S. TIPS ETF 2,935,521 $76M 15.72% 96.3% -
BNDX US VANGUARD TOTAL INTL BOND ETF 1,508,330 $74M 15.33% -1.5% -
USIG US ISHARES BROAD USD INVESTMENT 1,406,474 $71M 14.66% 0.1% -
MBB US ISHARES MBS ETF 669,913 $61M 12.73% 0.2% -
VTI US VANGUARD TOTAL STOCK MKT ETF 75,688 $22M 4.55% -3.6% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 211,444 $21M 4.41% 4.6% -
VOO US VANGUARD S&P 500 ETF 38,848 $21M 4.34% 2.5% -
MTUM US ISHARES MSCI USA MOMENTUM FA 97,813 $20M 4.19% -3.4% -
SPYX US SPDR S&P 500 FOSSIL FUEL RES 381,707 $18M 3.81% -1.1% -
SCHX US SCHWAB US LARGE-CAP ETF 507,984 $12M 2.44% 189.3% -
MGC US VANGUARD MEGA CAP ETF 55,219 $12M 2.43% 23.6% -
VTC US VANGUARD TOTAL CORPORATE BND 141,664 $11M 2.22% 8.4% -
VMBS US VANGUARD MORTGAGE-BACKED SEC 215,351 $10M 2.02% 10.6% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 253,816 $9M 1.80% 4.9% -
SCHH US SCHWAB US REIT ETF 347,612 $7M 1.52% -1.2% -
DFIP US DIMENSIONAL INFLATION-PROTEC 173,641 $7M 1.46% 31.3% -
VUG US VANGUARD GROWTH ETF 13,013 $5M 1.11% -0.1% -
VEA US VANGUARD FTSE DEVELOPED ETF 89,336 $4M 0.89% -1.0% -
VB US VANGUARD SMALL-CAP ETF 15,963 $4M 0.79% 5.3% -
VNQ US VANGUARD REAL ESTATE ETF 32,496 $3M 0.60% -1.1% -
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