Sensible Financial Planning and Management LLC

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Assets, Funds, Holdings

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Sensible Financial Planning and Management LLC
CRD #120766
SEC #801-64149
CIK #
AUM $426.2 MM (85% Disc, 100% US)
Employees11 (73% Investors, 0% Brokers)
Phone781-642-0890
Address203 Crescent Street
Waltham, MA 02453
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
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
Holdings by Sector ($BB)
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