Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 7, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
1,336,315 |
$70,825k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
902,823 |
$51,732k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
52,397 |
$14,103k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
152,190 |
$13,164k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
180,442 |
$12,665k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
70,134 |
$10,526k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
100,818 |
$8,375k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
68,688 |
$7,648k |
|
|
VANGUARD MALVERN FDS (922020805)
|
118,142 |
$5,827k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
137,118 |
$5,719k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
60,401 |
$5,279k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
67,329 |
$3,791k |
|
|
ISHARES (46429B747)
|
33,700 |
$3,390k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
14,241 |
$2,327k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
19,732 |
$2,189k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
44,105 |
$1,960k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
37,332 |
$1,920k |
|
|
CABOT CORP (127055101)
|
39,687 |
$1,893k |
|
|
CABOT MICROELECT CO (12709P103)
|
17,058 |
$1,878k |
|
|
VANGUARD SCOTTSDALE FDS (92206C599)
|
10,939 |
$1,465k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
33,065 |
$1,406k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,525 |
$1,326k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,351 |
$682k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
9,954 |
$587k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
4,141 |
$483k |
|
|
ISHARES TR (464287176)
|
4,132 |
$477k |
|
|
ISHARES (464287465)
|
6,220 |
$409k |
|
|
ISHARES (464287234)
|
8,794 |
$377k |
|
|
ISHARES (464287879)
|
2,168 |
$322k |
|
|
SPDR SERIES TRUST (78468R796)
|
3,910 |
$280k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
3,386 |
$254k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,165 |
$245k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
708 |
$209k |
|
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