A Look at Sensible Financial Planning & Management, LLC.'s Q4 2022 vs. Q1 2023 Holdings: Which Stocks Took the Lead?

Sensible Financial Planning & Management, LLC. is a financial advisory firm that provides personalized investment management services to individuals and businesses. As part of its services, the firm regularly analyzes the holdings of various funds, looking for opportunities to optimize and diversify portfolios. One such fund is the Q4 2022 vs. Q1 2023 13F Holdings Comparison, which we'll take a closer look at in this article.

13F filings are mandatory reports that institutional investment managers must file with the US Securities and Exchange Commission (SEC) each quarter. These filings disclose the managers' holdings of publicly traded securities. By examining these filings, investors can get a sense of how particular funds are positioned for potential market moves.

Sensible Financial Planning & Management, LLC. recently analyzed the holdings of the Q4 2022 vs. Q1 2023 13F Holdings Comparison. The analysis compared the fund's holdings as of Q4 2022 and Q1 2023, looking for changes in the number of shares held and the corresponding value. The analysis also calculated the percentage change in holdings and value between the two quarters.

The Q4 2022 vs. Q1 2023 13F Holdings Comparison holds positions in various funds, including SCHWAB STRATEGIC TR, VANGUARD CHARLOTTE FDS, ISHARES TR, and more. According to the analysis conducted by Sensible Financial Planning & Management, LLC., the fund increased its holdings in 11 positions and decreased its holdings in 13 positions. The fund's top five positions, in terms of value held, are:

1. SCHWAB STRATEGIC TR - $76,855,000

2. VANGUARD CHARLOTTE FDS - $64,588,000

3. ISHARES TR - $64,561,000

4. ISHARES TR - $56,185,000

5. SCHWAB STRATEGIC TR - $10,666,000

The fund's top five positions accounted for approximately 53% of the Q1 2023 portfolio. This indicates that the fund has a diversified portfolio, with relatively small positions in other holdings. The fund also has exposure to both domestic and international markets through its stock and bond holdings.

According to the analysis, the fund's biggest position change came from SPDR SER TR (SPYX), with a 13% increase in holdings and a 12% increase in value. Other notable position changes include VANGUARD SCOTTSDALE FDS (VTC) with a 66% increase in holdings and a 66% increase in value and CABOT CORP (CBT) with an 8% increase in holdings and an 8% increase in value.

On the flip side, the fund decreased its holdings in SCHWAB STRATEGIC TR (SCHX) by 1% and decreased the value of its holdings by 1.4%. Notable decreases in holdings and value include VANGUARD INDEX FDS (VNQ) with a 2% decrease in holdings and a 2% decrease in value and VANGUARD SCOTTSDALE FDS (VTHR) with a 13% decrease in holdings and a 13% decrease in value.

In conclusion, Sensible Financial Planning & Management, LLC.'s analysis of the Q4 2022 vs. Q1 2023 13F Holdings Comparison revealed interesting changes in the fund's holdings. By analyzing the fund's holdings, investors can gain insight into its positioning and possibly adjust their own portfolios accordingly. As always, investors should conduct their own research and consult with a financial advisor before making any investment decisions.