13F-HR filed by Sensible Financial Planning & Management, LLC.
Sensible Financial Planning & Management, LLC. filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-11, with 43 holding rows worth $351,845,000.
- Accession
- 0001567738-22-000002
- Filer
- CIK 1567738
- Filed
- 2022-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 43 entries on the cover page, a total value of $351,845,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $351,845,000 with VALUE read as thousands by filing date, 13F file number 028-15097. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 1,382,590 | $76,264,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 1,320,567 | $71,179,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 280,429 | $24,571,000 | thousands by filing date | |
| VTI | 922908769 | COM | 73,051 | $17,637,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 85,658 | $15,574,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 242,304 | $15,239,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 143,715 | $15,217,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 130,814 | $14,889,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 32,770 | $14,306,000 | thousands by filing date | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 110,013 | $12,948,000 | thousands by filing date | |
| MGC | 921910873 | COM | 40,987 | $6,889,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 74,182 | $6,287,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 110,911 | $5,844,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 112,563 | $5,349,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 40,884 | $4,743,000 | thousands by filing date | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 89,163 | $4,583,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 89,489 | $4,569,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 123,018 | $4,488,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 13,229 | $4,245,000 | thousands by filing date | |
| CMC MATERIALS INC | 12571T100 | COM | 14,737 | $2,825,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 11,807 | $2,547,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 10,593 | $2,394,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 20,706 | $2,362,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 11,972 | $1,761,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 3,565 | $1,693,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 28,140 | $1,684,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 6,403 | $1,631,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 30,889 | $1,528,000 | thousands by filing date | |
| CABOT CORP | 127055101 | COM | 26,330 | $1,480,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 9,244 | $1,238,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 18,657 | $1,186,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 3,731 | $663,000 | thousands by filing date | |
| ISHARES INC | 464286509 | MSCI CDA ETF | 12,777 | $491,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 6,224 | $490,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 3,394 | $439,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,425 | $434,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 8,651 | $423,000 | thousands by filing date | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 3,606 | $387,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 3,681 | $385,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,274 | $282,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,165 | $252,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,441 | $226,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 3,817 | $223,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567738-22-000002 | this filing | 2022-02-11 | acceptance time not in the bulk data set |