Sensible Financial Planning & Management, Llc. New Holdings in Q3 2024

Sensible Financial Planning & Management, Llc.

  • $507 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
8.63K
New
$237.84 - $263.83 $2.05M - $2.28M
8.63K $2.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.45K
New
$517.38 - $573.86 $1.79M - $1.98M
3.45K $1.98M
AAPL
Apple Inc.

Technology
6.77K
New
$207.23 - $234.82 $1.4M - $1.59M
6.77K $1.58M
VTHR
Vanguard Russell 3000 ETF

ETFs
6.04K
New
$228.55 - $253.74 $1.38M - $1.53M
6.04K $1.53M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.77K
New
$113.45 - $126.18 $995K - $1.11M
8.77K $1.11M
TPL
Texas Pacific Land Corp

Energy
1.08K
New
$724.86 - $952.13 $781K - $1.03M
1.08K $953K
DHR
Danaher Corp

Healthcare
2.52K
New
$239.25 - $280.76 $604K - $708K
2.52K $701K
VBR
Vanguard Small Cap Value ETF

ETFs
3.38K
New
$179.99 - $201.6 $608K - $681K
3.38K $678K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.03K
New
$75.63 - $84.89 $531K - $597K
7.03K $591K
VT
Vanguard Total World Stk Index

ETFs
4.74K
New
$107.72 - $119.96 $511K - $569K
4.74K $568K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.61K
New
$283.28 - $314.39 $456K - $506K
1.61K $506K
VV
Vanguard Large Cap ETF

ETFs
1.56K
New
$236.92 - $263.4 $370K - $411K
1.56K $411K
EEM
Ishares Msci Emerging Markets

ETFs
8.25K
New
$40.42 - $46.7 $333K - $385K
8.25K $378K
IEMG
Ishares Inc

ETFs
6.08K
New
$53.64 - $53.64 $326K - $326K
6.08K $349K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.54K
New
$91.42 - $91.82 $323K - $325K
3.54K $325K
MSFT
Microsoft Corp

Technology
741
New
$395.15 - $467.56 $293K - $346K
741 $319K
QQQ
Invesco Qqq Trust, Series 1

ETFs
644
New
$434.77 - $502.96 $280K - $324K
644 $314K
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
New
$182.15 - $182.15 $266K - $266K
1.46K $289K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.5K
New
$95.81 - $109.03 $239K - $272K
2.5K $269K
IVE
Ishares S&P 500 Value ETF

ETFs
1.25K
New
$181.06 - $197.17 $227K - $247K
1.25K $247K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.37K
New
$149.02 - $167.67 $204K - $230K
1.37K $230K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.08K
New
$63.28 - $70.06 $195K - $216K
3.08K $216K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.85K
New
$32.04 - $37.11 $188K - $217K
5.85K $213K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.27K
New
$58.03 - $65.37 $190K - $214K
3.27K $212K
IVV
Ishares Core S&P 500 ETF

ETFs
352
New
$520.18 - $576.82 $183K - $203K
352 $203K
Activity Summary
Buys All Purchases 41 New Holdings 26 Increased Positions 15 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sensible Financial Planning & Management, Llc. Portfolio

Follow Sensible Financial Planning & Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sensible Financial Planning & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sensible Financial Planning & Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email