Sensible Financial Planning & Management, LLC. Top Holdings and 13F Report (2024) → Don’t expose yourself to stocks during the week (From DTI) (Ad) About Sensible Financial Planning & Management, LLC.Investment ActivitySensible Financial Planning & Management, LLC. has $452.27 thousand in total holdings as of March 31, 2024.Sensible Financial Planning & Management, LLC. owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Sensible Financial Planning & Management, LLC. has purchased 27 new stocks and bought additional shares in 14 stocks.Sensible Financial Planning & Management, LLC. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab U.S. TIPS ETF $75,604Vanguard Total International Bond ETF $70,865iShares Broad USD Investment Grade Corporate Bond ETF $67,085iShares MBS ETF $58,753Vanguard Total Stock Market ETF $20,547 Largest New Holdings this Quarter Dimensional US Core Equity Market ETF $384 HoldingDimensional International Core Equity Market ETF $378 HoldingCarrols Restaurant Group $243 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 128,147 shares (about $6.30K)Schwab U.S. TIPS ETF 67,407 shares (about $3.52K)iShares MBS ETF 27,927 shares (about $2.58K)Vanguard Total Corporate Bond Fund 30,050 shares (about $2.30K)Vanguard Mortgage-Backed Securities ETF 33,184 shares (about $1.51K) Largest Sales this Quarter Vanguard Total World Bond ETF 32,887 shares (about $2.26K)SPDR S&P Fossil Fuel Reserves Free ETF 31,770 shares (about $1.36K)iShares MSCI USA Momentum Factor ETF 4,171 shares (about $781.45)Schwab US Large-Cap ETF 6,174 shares (about $383.17)Cabot 1,963 shares (about $180.99) Sector Allocation Over TimeMap of 500 Largest Holdings ofSensible Financial Planning & Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHPSchwab U.S. TIPS ETF$75,604$3,516 ▲4.9%1,449,46316.7%ETFBNDXVanguard Total International Bond ETF$70,865$6,304 ▲9.8%1,440,64815.7%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$67,085$1,495 ▲2.3%1,321,34414.8%ManufacturingMBBiShares MBS ETF$58,753$2,581 ▲4.6%635,71713.0%ETFVTIVanguard Total Stock Market ETF$20,547$56 ▲0.3%79,0574.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$19,649$781 ▼-3.8%104,8774.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$18,856$953 ▲5.3%189,6374.2%ETFVOOVanguard S&P 500 ETF$18,686$562 ▲3.1%38,8734.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$16,788$1,360 ▼-7.5%392,2373.7%ETFSCHXSchwab US Large-Cap ETF$11,507$383 ▼-3.2%185,4142.5%ETFVTCVanguard Total Corporate Bond Fund$9,746$2,302 ▲30.9%127,2002.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,812$1,513 ▲20.7%193,2091.9%ETFMGCVanguard Mega Cap ETF$7,616$167 ▲2.2%40,7571.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,085$39 ▼-0.5%197,6801.6%ETFSCHHSchwab U.S. REIT ETF$6,721$238 ▲3.7%331,0941.5%ETFDFIPDimensional Inflation-Protected Securities ETF$6,413$944 ▲17.3%155,4601.4%ETFVUGVanguard Growth ETF$4,509$10 ▲0.2%13,1001.0%ETFVEAVanguard FTSE Developed Markets ETF$3,817$23 ▼-0.6%76,0860.8%ETFVBVanguard Small-Cap ETF$3,616$321 ▲9.7%15,8200.8%ETFVNQVanguard Real Estate ETF$2,969$40 ▼-1.3%34,3320.7%ETFCBTCabot$2,727$181 ▼-6.2%29,5770.6%Basic MaterialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,569$62 ▼-2.3%53,6520.6%ManufacturingVTVVanguard Value ETF$1,913$134 ▼-6.6%11,7440.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,888$88 ▼-4.4%45,1980.4%ETFBNDWVanguard Total World Bond ETF$1,620$2,257 ▼-58.2%23,6080.4%ETFDFATDimensional U.S. Targeted Value ETF$9040.0%16,6080.2%ETFDFAUDimensional US Core Equity Market ETF$384$384 ▲New Holding10,5220.1%ETFDFAIDimensional International Core Equity Market ETF$378$378 ▲New Holding12,5210.1%ETFTASTCarrols Restaurant Group$243$243 ▲New Holding25,5670.1%Retail/WholesaleIGOViShares International Treasury Bond ETF$0$417 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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