Sensible Financial Planning & Management, Llc. Portfolio Holdings by Sector
Sensible Financial Planning & Management, Llc.
- $501 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHP BNDX USIG MBB STIP VOO MTUM SPYX 28 stocks |
$477,053
95.22% of portfolio
|
19
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$21,845
4.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
CBT 1 stocks |
$2,128
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|