- Added Positions: MTUM, SCHH, MGC, STIP, SCHP, VB, SPDW,
- Reduced Positions: SCHZ, BIV, BNDX, AGG, BND, VOO, SCHX, VTIP, VEA, VNQ, VTV, SPY, IEMG, CBT, TIP, VWO, VT,
- Sold Out: PG, AAPL, KO, PEP, VNQI, BHK,
For the details of Sensible Financial Planning & Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/sensible+financial+planning+%26+management%2C+llc./current-portfolio/portfolio
These are the top 5 holdings of Sensible Financial Planning & Management, LLC.- Vanguard Total International Bond ETF (BNDX) - 927,108 shares, 25.32% of the total portfolio. Shares reduced by 3.83%
- Schwab US Aggregate Bond (SCHZ) - 883,100 shares, 23.26% of the total portfolio. Shares reduced by 12.03%
- Vanguard S&P 500 (VOO) - 45,389 shares, 5.22% of the total portfolio. Shares reduced by 5.18%
- Schwab U.S. Large-Cap (SCHX) - 175,156 shares, 5.21% of the total portfolio. Shares reduced by 4.55%
- Vanguard Intermediate-Term Bond (BIV) - 119,466 shares, 5.18% of the total portfolio. Shares reduced by 22.23%
Sensible Financial Planning & Management, LLC. added to a holding in iShares Edge MSCI USA Momentum Factor by 106.45%. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $119.42. The impact to a portfolio due to this purchase was 2.13%. The holding were 80,139 shares as of .
Added: Schwab U.S. REIT (SCHH)Sensible Financial Planning & Management, LLC. added to a holding in Schwab U.S. REIT by 57.70%. The purchase prices were between $27.07 and $48.53, with an estimated average price of $43.11. The stock is now traded at around $33.06. The impact to a portfolio due to this purchase was 0.5%. The holding were 85,321 shares as of .
Added: Vanguard Mega Cap (MGC)Sensible Financial Planning & Management, LLC. added to a holding in Vanguard Mega Cap by 36.16%. The purchase prices were between $79.14 and $118.24, with an estimated average price of $107.43. The stock is now traded at around $100.54. The impact to a portfolio due to this purchase was 0.24%. The holding were 20,133 shares as of .
Added: Vanguard Small-Cap (VB)Sensible Financial Planning & Management, LLC. added to a holding in Vanguard Small-Cap by 22.11%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $128.75. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,617 shares as of .
Sold Out: Procter & Gamble Co (PG)Sensible Financial Planning & Management, LLC. sold out a holding in Procter & Gamble Co. The sale prices were between $97.7 and $127.14, with an estimated average price of $120.29.
Sold Out: Apple Inc (AAPL)Sensible Financial Planning & Management, LLC. sold out a holding in Apple Inc. The sale prices were between $224.37 and $327.2, with an estimated average price of $295.01.
Sold Out: PepsiCo Inc (PEP)Sensible Financial Planning & Management, LLC. sold out a holding in PepsiCo Inc. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44.
Sold Out: Vanguard Global ex-U.S. Real Estate ETF (VNQI)Sensible Financial Planning & Management, LLC. sold out a holding in Vanguard Global ex-U.S. Real Estate ETF. The sale prices were between $36.77 and $59.64, with an estimated average price of $54.35.
Sold Out: Coca-Cola Co (KO)Sensible Financial Planning & Management, LLC. sold out a holding in Coca-Cola Co. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17.
Sold Out: Blackrock Core Bond Trust (BHK)Sensible Financial Planning & Management, LLC. sold out a holding in Blackrock Core Bond Trust. The sale prices were between $11.92 and $15.69, with an estimated average price of $14.59.
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