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Sensible Financial Planning & Management, LLC. Buys Dimensional U.S. Targeted Value ETF, SPDR Portfolio S&P 1500 Composite Stock Market ETF, Sells iShares Core S&P 500 ETF

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Nov 09, 2021
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Waltham, MA, based Investment company Sensible Financial Planning & Management, LLC. (Current Portfolio) buys Dimensional U.S. Targeted Value ETF, SPDR Portfolio S&P 1500 Composite Stock Market ETF, sells iShares Core S&P 500 ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sensible Financial Planning & Management, LLC.. As of 2021Q3, Sensible Financial Planning & Management, LLC. owns 44 stocks with a total value of $307 million. These are the details of the buys and sells.

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.
  1. Vanguard Total International Bond ETF (BNDX) - 1,259,533 shares, 23.37% of the total portfolio. Shares added by 3.83%
  2. Schwab US Aggregate Bond ETF (SCHZ) - 1,204,871 shares, 21.29% of the total portfolio. Shares added by 7.21%
  3. Vanguard Total Stock Market ETF (VTI) - 66,481 shares, 4.81% of the total portfolio. Shares added by 3.71%
  4. Schwab U.S. Tips ETF (SCHP) - 223,296 shares, 4.55% of the total portfolio. Shares added by 6.67%
  5. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 78,932 shares, 4.51% of the total portfolio. Shares added by 6.26%
New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)

Sensible Financial Planning & Management, LLC. initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $41.55 and $45.75, with an estimated average price of $44.23. The stock is now traded at around $49.089500. The impact to a portfolio due to this purchase was 1.62%. The holding were 111,719 shares as of 2021-09-30.

New Purchase: SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)

Sensible Financial Planning & Management, LLC. initiated holding in SPDR Portfolio S&P 1500 Composite Stock Market ETF. The purchase prices were between $52.14 and $55.74, with an estimated average price of $54.24. The stock is now traded at around $57.640000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,797 shares as of 2021-09-30.

Sold Out: iShares Core S&P 500 ETF (IVV)

Sensible Financial Planning & Management, LLC. sold out a holding in iShares Core S&P 500 ETF. The sale prices were between $425.18 and $453.54, with an estimated average price of $441.59.



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
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