Sensible Financial Planning & Management, Llc. Portfolio Holdings by Sector
Sensible Financial Planning & Management, Llc.
- $452 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHP BNDX USIG MBB MTUM STIP VOO SPYX 26 stocks |
$428,753
94.8% of portfolio
|
  15  
|
  10  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$20,547
4.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
CBT 1 stocks |
$2,727
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
TAST 1 stocks |
$243
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|