- New Purchases: CCMP, VSS, VXUS, MRK, TSLA, VV,
- Added Positions: BNDX, AAPL, SCHZ, SCHP, STIP, SPDW, SPYX, MGC, IJS, VNQ, SCHH, EWC, TIP, VB, VWO, EEM, VBR,
- Reduced Positions: SCHX, VOO, BND, AGG, VUG, IEMG, SPY, VEA, VO, VTIP, CBT,
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) - 1,113,884 shares, 24.48% of the total portfolio. Shares added by 5.05%
- CSIM Schwab US Aggregate Bond ETF (SCHZ) - 985,402 shares, 20.72% of the total portfolio. Shares added by 4.29%
- Vanguard Total Stock Market ETF (VTI) - 64,804 shares, 4.73% of the total portfolio. Shares reduced by 0.8%
- BTC iShares 0-5 Year TIPS Bond ETF (STIP) - 115,537 shares, 4.53% of the total portfolio. Shares added by 6.10%
- CSIM Schwab U.S. Tips ETF (SCHP) - 191,630 shares, 4.46% of the total portfolio. Shares added by 6.78%
Sensible Financial Planning & Management, LLC. initiated holding in CMC Materials Inc. The purchase prices were between $135 and $169.04, with an estimated average price of $149.81. The stock is now traded at around $177.470000. The impact to a portfolio due to this purchase was 0.9%. The holding were 15,906 shares as of 2020-12-31.
New Purchase: Vanguard FTSE All-World Ex-US Small Capital Index (VSS)Sensible Financial Planning & Management, LLC. initiated holding in Vanguard FTSE All-World Ex-US Small Capital Index . The purchase prices were between $102.39 and $122.88, with an estimated average price of $113.36. The stock is now traded at around $128.833700. The impact to a portfolio due to this purchase was 0.41%. The holding were 8,995 shares as of 2020-12-31.
New Purchase: Vanguard Total International Stock (VXUS)Sensible Financial Planning & Management, LLC. initiated holding in Vanguard Total International Stock. The purchase prices were between $50.97 and $60.55, with an estimated average price of $56.4. The stock is now traded at around $63.660000. The impact to a portfolio due to this purchase was 0.29%. The holding were 12,937 shares as of 2020-12-31.
New Purchase: Merck & Co Inc (MRK)Sensible Financial Planning & Management, LLC. initiated holding in Merck & Co Inc. The purchase prices were between $75.21 and $83.47, with an estimated average price of $80.13. The stock is now traded at around $74.765000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,125 shares as of 2020-12-31.
New Purchase: Tesla Inc (TSLA)Sensible Financial Planning & Management, LLC. initiated holding in Tesla Inc. The purchase prices were between $388.04 and $705.67, with an estimated average price of $512.96. The stock is now traded at around $725.615000. The impact to a portfolio due to this purchase was 0.09%. The holding were 351 shares as of 2020-12-31.
New Purchase: Vanguard Large Cap ETF (VV)Sensible Financial Planning & Management, LLC. initiated holding in Vanguard Large Cap ETF. The purchase prices were between $152.54 and $175.74, with an estimated average price of $166.44. The stock is now traded at around $183.865000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,274 shares as of 2020-12-31.
Added: Apple Inc (AAPL)Sensible Financial Planning & Management, LLC. added to a holding in Apple Inc by 345.83%. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.34. The stock is now traded at around $124.469800. The impact to a portfolio due to this purchase was 0.94%. The holding were 24,396 shares as of 2020-12-31.
Added: SPDR Portfolio Developed World ex-US ETF (SPDW)Sensible Financial Planning & Management, LLC. added to a holding in SPDR Portfolio Developed World ex-US ETF by 20.79%. The purchase prices were between $28.3 and $34.03, with an estimated average price of $31.59. The stock is now traded at around $35.567000. The impact to a portfolio due to this purchase was 0.23%. The holding were 104,022 shares as of 2020-12-31.
Added: BTC iShares S&P Small-Cap 600 Value ETF (IJS)Sensible Financial Planning & Management, LLC. added to a holding in BTC iShares S&P Small-Cap 600 Value ETF by 100.00%. The purchase prices were between $63.13 and $81.5, with an estimated average price of $72.84. The stock is now traded at around $98.480000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,336 shares as of 2020-12-31.
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