HoldingsChannel.com
| 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 | $869 |
See Full List: All Stocks Held By Sensible Financial Planning & Management LLC.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sensible Financial Planning & Management LLC.
|
Size ($ 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 |
