Waltham, MA, based Investment company Sensible Financial Planning & Management, LLC. buys iShares S&P SmallCap 600 Value during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sensible Financial Planning & Management, LLC.. As of 2019Q1, Sensible Financial Planning & Management, LLC. owns 30 stocks with a total value of $219 million. These are the details of the buys and sells.
Here is the complete portfolio of Sensible Financial Planning & Management, LLC.. Also check out:
1. Sensible Financial Planning & Management, LLC.'s Undervalued Stocks
2. Sensible Financial Planning & Management, LLC.'s Top Growth Companies, and
3. Sensible Financial Planning & Management, LLC.'s High Yield stocks
4. Stocks that Sensible Financial Planning & Management, LLC. keeps buying
- New Purchases: IJS,
- Added Positions: SCHZ, BNDX, STIP, SCHX, SCHH, VNQI, SCHP,
- Reduced Positions: AGG, VOO, VEA, BIV, VTI, BND, VTIP, VNQ, VTV, SPY, VT,
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.- Schwab US Aggregate Bond (SCHZ) - 1,259,300 shares, 29.79% of the total portfolio. Shares added by 5.20%
- Vanguard Total International Bond ETF (BNDX) - 885,046 shares, 22.51% of the total portfolio. Shares added by 2.44%
- Vanguard S&P 500 (VOO) - 54,314 shares, 6.43% of the total portfolio. Shares reduced by 4.01%
- Vanguard Intermediate-Term Bond (BIV) - 161,856 shares, 6.20% of the total portfolio. Shares reduced by 1.38%
- Schwab U.S. Large-Cap (SCHX) - 182,076 shares, 5.61% of the total portfolio. Shares added by 3.26%
Sensible Financial Planning & Management, LLC. initiated holding in iShares S&P SmallCap 600 Value. The purchase prices were between $131.1 and $157.17, with an estimated average price of $147.58. The stock is now traded at around $153.32. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,444 shares as of .
Here is the complete portfolio of Sensible Financial Planning & Management, LLC.. Also check out:
1. Sensible Financial Planning & Management, LLC.'s Undervalued Stocks
2. Sensible Financial Planning & Management, LLC.'s Top Growth Companies, and
3. Sensible Financial Planning & Management, LLC.'s High Yield stocks
4. Stocks that Sensible Financial Planning & Management, LLC. keeps buying