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Entity | Shares/Amount Change | Position Value Change |
EWC |
-20,642 | -$691 |
Entity | Shares/Amount Change | Position Value Change |
DFIP |
+81,195 | +$3,429 | VMBS |
+69,272 | +$3,446 | SPDW |
+53,773 | +$2,264 | BNDW |
+44,916 | +$3,142 | SCHH |
+23,387 | +$1,360 | VWO |
+16,886 | +$752 | VTC |
+11,077 | +$1,292 | STIP |
+2,377 | +$531 | VEA |
+2,355 | +$422 | MGC |
+346 | +$747 |
Entity | Shares/Amount Change | Position Value Change |
BNDX |
-67,740 | -$1,225 | SCHP |
-59,826 | -$658 | MBB |
-17,241 | +$1,678 | SCHX |
-13,028 | +$452 | SPYX |
-9,611 | +$1,396 | USIG |
-6,050 | +$3,830 | VTI |
-2,672 | +$1,389 | VTIP |
-2,374 | -$101 | MTUM |
-1,951 | +$1,602 |
Size ($ in 1000's)
At 12/31/2023: $426,314 At 09/30/2023: $397,654
Sensible Financial Planning & Management LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sensible Financial Planning & Management LLC. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Sensible Financial Planning & Management LLC. to be as follows, presented in the
table below with each row detailing each Sensible Financial Planning & Management LLC. position, ordered by largest to smallest position size.
The all-stocks-held-by-Sensible Financial Planning & Management LLC. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Sensible Financial Planning & Management LLC. as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
1,382,056 |
-59,826 |
$72,143 | SCHP | 1,382,056 | -59,826 | $72,143 | ISHARES TR (USIG) |
1,291,889 |
-6,050 |
$66,222 | USIG | 1,291,889 | -6,050 | $66,222 | VANGUARD CHARLOTTE FDS (BNDX) |
1,312,501 |
-67,740 |
$64,792 | BNDX | 1,312,501 | -67,740 | $64,792 | ISHARES TR (MBB) |
607,790 |
-17,241 |
$57,181 | MBB | 607,790 | -17,241 | $57,181 | VANGUARD INDEX FDS (VTI) |
78,841 |
-2,672 |
$18,703 | VTI | 78,841 | -2,672 | $18,703 | ISHARES TR (STIP) |
180,049 |
+2,377 |
$17,751 | STIP | 180,049 | +2,377 | $17,751 | ISHARES TR (MTUM) |
109,048 |
-1,951 |
$17,109 | MTUM | 109,048 | -1,951 | $17,109 | VANGUARD INDEX FDS (VOO) |
37,703 |
+93 |
$16,469 | VOO | 37,703 | +93 | $16,469 | SPDR SER TR (SPYX) |
424,007 |
-9,611 |
$16,456 | SPYX | 424,007 | -9,611 | $16,456 | SCHWAB STRATEGIC TR |
191,588 |
-13,028 |
$10,806 | SCHX | 191,588 | -13,028 | $10,806 | VANGUARD SCOTTSDALE FDS (VTC) |
97,150 |
+11,077 |
$7,528 | VTC | 97,150 | +11,077 | $7,528 | VANGUARD SCOTTSDALE FDS (VMBS) |
160,025 |
+69,272 |
$7,419 | VMBS | 160,025 | +69,272 | $7,419 | SPDR INDEX SHS FDS (SPDW) |
198,768 |
+53,773 |
$6,760 | SPDW | 198,768 | +53,773 | $6,760 | VANGUARD WORLD FD (MGC) |
39,861 |
+346 |
$6,748 | MGC | 39,861 | +346 | $6,748 | SCHWAB STRATEGIC TR |
319,366 |
+23,387 |
$6,614 | SCHH | 319,366 | +23,387 | $6,614 | DIMENSIONAL ETF TRUST (DFIP) |
132,568 |
+81,195 |
$5,472 | DFIP | 132,568 | +81,195 | $5,472 | VANGUARD INDEX FDS (VUG) |
13,072 |
+13 |
$4,064 | VUG | 13,072 | +13 | $4,064 | VANGUARD SCOTTSDALE FDS (BNDW) |
56,495 |
+44,916 |
$3,910 | BNDW | 56,495 | +44,916 | $3,910 | VANGUARD TAX MANAGED FDS (VEA) |
76,544 |
+2,355 |
$3,666 | VEA | 76,544 | +2,355 | $3,666 | VANGUARD INDEX FDS (VB) |
14,415 |
+117 |
$3,075 | VB | 14,415 | +117 | $3,075 | VANGUARD INDEX FDS (VNQ) |
34,794 |
-423 |
$3,074 | VNQ | 34,794 | -423 | $3,074 | CABOT CORP |
31,540 |
-1,520 |
$2,634 | CBT | 31,540 | -1,520 | $2,634 | VANGUARD MALVERN FDS (VTIP) |
54,943 |
-2,374 |
$2,609 | VTIP | 54,943 | -2,374 | $2,609 | VANGUARD INTL EQUITY INDEX F (VWO) |
47,297 |
+16,886 |
$1,944 | VWO | 47,297 | +16,886 | $1,944 | VANGUARD INDEX FDS (VTV) |
12,569 |
-197 |
$1,879 | VTV | 12,569 | -197 | $1,879 | DIMENSIONAL ETF TRUST (DFAT) |
16,608 |
UNCH |
$869 | DFAT | 16,608 | UNCH | $869 | ISHARES TR (IGOV) |
10,100 |
+0 |
$417 | IGOV | 10,100 | UNCH | $417 | ISHARES INC |
0 |
-20,642 |
$0 (exited) | EWC | 0 | -20,642 | $0 |
See Summary: Sensible Financial Planning & Management LLC. Top Holdings
See Details: Top 10 Stocks Held By Sensible Financial Planning & Management LLC.
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