|
Sensible Financial Planning and Management LLC
|
| CRD # | 120766 |
| SEC # | 801-64149 |
| CIK # | |
| AUM |
$426.2 MM (85% Disc, 100% US)
|
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 781-642-0890 |
| Address | 203 Crescent Street
Waltham, MA 02453 |
| Source |
IAPD
Website
LinkedIn
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
SCHZ |
|
59.2 |
|
BNDX |
|
44.0 |
|
AGG |
|
17.1 |
|
VOO |
|
15.4 |
|
BND |
|
12.9 |
|
VTI |
|
8.2 |
|
VTIP |
|
7.4 |
|
SCHX |
|
6.1 |
|
VNQ |
|
5.0 |
|
VEA |
|
3.8 |
|
View All
|
[{"dt": "2015-02-13", "sector": "Basic Industries", "value": 2e-06}, {"dt": "2015-02-13", "sector": "Capital Goods", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Non-Durables", "value": 9e-06}, {"dt": "2015-02-13", "sector": "Consumer Services", "value": 4.5e-05}, {"dt": "2015-02-13", "sector": "Energy", "value": 0}, {"dt": "2015-02-13", "sector": "Exchange-Traded Fund", "value": 0.096441}, {"dt": "2015-02-13", "sector": "Finance", "value": 0}, {"dt": "2015-02-13", "sector": "Health Care", "value": 1.2e-05}, {"dt": "2015-02-13", "sector": "Miscellaneous", "value": 0.001121}, {"dt": "2015-02-13", "sector": "n/a", "value": 0}, {"dt": "2015-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2015-02-13", "sector": "Technology", "value": 2e-06}, {"dt": "2015-02-13", "sector": "Transportation", "value": 2.8e-05}, {"dt": "2016-02-12", "sector": "Basic Industries", "value": 0.000279}, {"dt": "2016-02-12", "sector": "Capital Goods", "value": 2.9e-05}, {"dt": "2016-02-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-02-12", "sector": "Consumer Non-Durables", "value": 1.8e-05}, {"dt": "2016-02-12", "sector": "Consumer Services", "value": 7.1e-05}, {"dt": "2016-02-12", "sector": "Energy", "value": 7.8e-05}, {"dt": "2016-02-12", "sector": "Exchange-Traded Fund", "value": 0.128997}, {"dt": "2016-02-12", "sector": "Finance", "value": 0}, {"dt": "2016-02-12", "sector": "Health Care", "value": 3.5e-05}, {"dt": "2016-02-12", "sector": "Miscellaneous", "value": 0.000972}, {"dt": "2016-02-12", "sector": "n/a", "value": 0}, {"dt": "2016-02-12", "sector": "Public Utilities", "value": 9e-06}, {"dt": "2016-02-12", "sector": "Technology", "value": 0.000548}, {"dt": "2016-02-12", "sector": "Transportation", "value": 1.3e-05}, {"dt": "2017-02-06", "sector": "Basic Industries", "value": 0.000356}, {"dt": "2017-02-06", "sector": "Capital Goods", "value": 0}, {"dt": "2017-02-06", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-06", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2017-02-06", "sector": "Consumer Services", "value": 0}, {"dt": "2017-02-06", "sector": "Energy", "value": 0}, {"dt": "2017-02-06", "sector": "Exchange-Traded Fund", "value": 0.142416}, {"dt": "2017-02-06", "sector": "Finance", "value": 0}, {"dt": "2017-02-06", "sector": "Health Care", "value": 0}, {"dt": "2017-02-06", "sector": "Miscellaneous", "value": 0.000548}, {"dt": "2017-02-06", "sector": "n/a", "value": 0}, {"dt": "2017-02-06", "sector": "Public Utilities", "value": 0}, {"dt": "2017-02-06", "sector": "Technology", "value": 0.000743}, {"dt": "2017-02-06", "sector": "Transportation", "value": 0}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0.000315}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0}, {"dt": "2018-02-13", "sector": "Energy", "value": 0}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 0.192988}, {"dt": "2018-02-13", "sector": "Finance", "value": 0}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0}, {"dt": "2018-02-13", "sector": "n/a", "value": 0}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.000934}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0}]
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