Sensible Financial Planning & Management, Llc. Portfolio Holdings by Sector
Sensible Financial Planning & Management, Llc.
- $482 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHP BNDX USIG MBB STIP VOO MTUM SPYX 27 stocks |
$458,168
94.96% of portfolio
|
  15  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$21,935
4.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
CBT 1 stocks |
$2,368
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|