Sensible Financial Planning & Management, LLC. — Q1 2015 13F 持股

Name: Sensible Financial Planning & Management, LLC. — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001567738

申报总市值

US$5.5亿

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	24.96%	—	+93.59%
2	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	21.26%	-0.14%	+10.79%
3	VTIP	Vanguard Short-term Tips	ETF-其他	9.45%	-0.07%	-23.03%
4	BND	Vanguard Total Bond Market	ETF-其他	8.98%	—	-0.60%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.98%	+0.37%	+24.79%
6	VNQ	Vanguard Real Estate ETF	ETF-其他	4.07%	-0.08%	-8.14%
7	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	3.31%	+0.90%	+510.47%
8	VTV	Vanguard Value ETF	ETF-其他	3.25%	+0.01%	+1.19%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.44%	—	-5.34%
10	SCHP	Schwab U.s. Tips ETF	ETF-其他	2.04%	-1.01%	-0.79%
11	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.86%	+0.05%	-7.41%
12	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-其他	1.29%	—	-49.56%
13	CMPR	Cimpress plc	股票-其他	1.15%	—	—
14	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	1.13%	+0.01%	+17.58%
15	EWC	Ishares Msci Canada ETF	ETF-其他	1.11%	—	-46.93%
16	TIP	Ishares Tips Bond ETF	ETF-其他	0.95%	—	-28.99%
17	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.86%	-0.25%	-2.36%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.64%	—	+36.15%
19	ONB	Cmc Materials INC	股票-金融	0.55%	—	—
20	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.50%	—	-47.28%
21	VUG	Vanguard Growth ETF	ETF-其他	0.49%	+0.18%	-9.39%
22	VB	Vanguard Small-cap ETF	ETF-其他	0.47%	+0.08%	+39.87%
23	STPZ	Pimco 1-5 Year US Tips Index	ETF-大型股与成长	0.46%	—	-55.75%
24	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.43%	—	-11.39%
25	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	0.41%	—	-33.15%
26	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.33%	—	+64.50%
27	WPS	Ishares International Develo	ETF-其他	0.28%	—	+3.89%
28	MUB	Ishares National Muni Bond E	ETF-其他	0.25%	—	—
29	CBT	Cabot CORP	股票-原材料	0.25%	-0.08%	—
30	MBB	Ishares Mbs ETF	ETF-其他	0.23%	+0.85%	-14.95%
31	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.23%	—	-24.14%
32	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.21%	—	+8.04%
33	WIP	State Street Spdr Ftse Inter	ETF-其他	0.20%	—	-54.80%

本季持股变动

Sensible Financial Planning & Management, LLC. 于截至 Q1 2015 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SCHZ	Schwab US Aggregate Bond ETF	+10.6%	+93.59%	加仓
2	VOO	Vanguard S&p 500 ETF	+2.7%	+510.47%	加仓
3	VTI	Vanguard Total Stock Mkt ETF	+0.7%	+24.79%	加仓
4	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+36.15%	加仓
5	VB	Vanguard Small-cap ETF	+0.1%	+39.87%	加仓
6	IVE	Ishares S&p 500 Value ETF	+0.1%	+64.50%	加仓
7	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+10.79%	加仓
8	VWO	Vanguard Ftse Emerging Marke	+0.1%	+17.58%	加仓
9	CMPR	Cimpress plc	0%	—	不变
10	WPS	Ishares International Develo	0%	+3.89%	加仓
11	EEM	Ishares Msci Emerging Market	0%	+8.04%	加仓
12	MBB	Ishares Mbs ETF	-0.1%	-14.95%	减仓
13	IJS	Ishares S&p Small-cap 600 Va	-0.1%	-24.14%	减仓
14	BSV	Vanguard Short-term Bond ETF	-0.1%	-11.39%	减仓
15	VUG	Vanguard Growth ETF	-0.1%	-9.39%	减仓
16	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	-0.3%	-33.15%	减仓
17	VEA	Vanguard Ftse Developed ETF	-0.3%	-7.41%	减仓
18	WIP	State Street Spdr Ftse Inter	-0.3%	-54.80%	减仓
19	AGG	Ishares Core U.s. Aggregate	-0.4%	-5.34%	减仓
20	SCZ	Ishares Msci Eafe Small-cap	-0.5%	-47.28%	减仓
21	TIP	Ishares Tips Bond ETF	-0.5%	-28.99%	减仓
22	STPZ	Pimco 1-5 Year US Tips Index	-0.7%	-55.75%	减仓
23	VNQ	Vanguard Real Estate ETF	-0.7%	-8.14%	减仓
24	BND	Vanguard Total Bond Market	-1.1%	-0.60%	减仓
25	EWC	Ishares Msci Canada ETF	-1.4%	-46.93%	减仓
26	VWOB	Vanguard Emerg Mkts Gov Bnd	-1.5%	-49.56%	减仓
27	VTIP	Vanguard Short-term Tips	-4.3%	-23.03%	减仓
28	ONB	Cmc Materials INC	—	NEW	新建仓
29	SCHB	Schwab US Broad Market ETF	—	EXIT	清仓
30	CBT	Cabot CORP	—	NEW	新建仓
31	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
32	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
33	VXF	Vanguard Extended Market ETF	—	EXIT	清仓
34	VBR	Vanguard Small-cap Value ETF	—	EXIT	清仓
35	VNQI	Vanguard Glbl Ex-us Real Est	—	EXIT	清仓
36	VV	Vanguard Large-cap ETF	—	EXIT	清仓
37	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	EXIT	清仓
38	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
39	VT	Vanguard Tot World Stk ETF	—	EXIT	清仓
40	IEF	Ishares 7-10 Year Treasury B	—	EXIT	清仓
41	IWD	Ishares Russell 1000 Value E	—	EXIT	清仓
42	SJNK	Ss Spdr Bb St Hi Yield ETF	—	EXIT	清仓
43	SCHA	Schwab US Small-cap ETF	—	EXIT	清仓
44	EXPD	Expeditors Intl Wash INC	—	EXIT	清仓
45	MCD	Mcdonald's CORP	—	EXIT	清仓
46	EFV	Ishares Msci Eafe Value ETF	—	EXIT	清仓
47	GLD	Spdr Gold Shares	—	EXIT	清仓
48	DWM	Wisdomtree International Equ	—	EXIT	清仓
49	RWR	Ss Spdr Dow Jones Reit ETF	—	EXIT	清仓
50	TGT	Target CORP	—	EXIT	清仓

Sensible Financial Planning & Management, LLC. — Q1 2015 13F 持股

CIK: 0001567738

申报总市值

US$5.5亿

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	24.96%	—	+93.59%
2	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	21.26%	-0.14%	+10.79%
3	VTIP	Vanguard Short-term Tips	ETF-其他	9.45%	-0.07%	-23.03%
4	BND	Vanguard Total Bond Market	ETF-其他	8.98%	—	-0.60%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.98%	+0.37%	+24.79%
6	VNQ	Vanguard Real Estate ETF	ETF-其他	4.07%	-0.08%	-8.14%
7	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	3.31%	+0.90%	+510.47%
8	VTV	Vanguard Value ETF	ETF-其他	3.25%	+0.01%	+1.19%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.44%	—	-5.34%
10	SCHP	Schwab U.s. Tips ETF	ETF-其他	2.04%	-1.01%	-0.79%
11	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.86%	+0.05%	-7.41%
12	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-其他	1.29%	—	-49.56%
13	CMPR	Cimpress plc	股票-其他	1.15%	—	—
14	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	1.13%	+0.01%	+17.58%
15	EWC	Ishares Msci Canada ETF	ETF-其他	1.11%	—	-46.93%
16	TIP	Ishares Tips Bond ETF	ETF-其他	0.95%	—	-28.99%
17	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.86%	-0.25%	-2.36%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.64%	—	+36.15%
19	ONB	Cmc Materials INC	股票-金融	0.55%	—	—
20	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.50%	—	-47.28%
21	VUG	Vanguard Growth ETF	ETF-其他	0.49%	+0.18%	-9.39%
22	VB	Vanguard Small-cap ETF	ETF-其他	0.47%	+0.08%	+39.87%
23	STPZ	Pimco 1-5 Year US Tips Index	ETF-大型股与成长	0.46%	—	-55.75%
24	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.43%	—	-11.39%
25	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	0.41%	—	-33.15%
26	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.33%	—	+64.50%
27	WPS	Ishares International Develo	ETF-其他	0.28%	—	+3.89%
28	MUB	Ishares National Muni Bond E	ETF-其他	0.25%	—	—
29	CBT	Cabot CORP	股票-原材料	0.25%	-0.08%	—
30	MBB	Ishares Mbs ETF	ETF-其他	0.23%	+0.85%	-14.95%
31	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.23%	—	-24.14%
32	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.21%	—	+8.04%
33	WIP	State Street Spdr Ftse Inter	ETF-其他	0.20%	—	-54.80%

本季持股变动

Sensible Financial Planning & Management, LLC. 于截至 Q1 2015 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SCHZ	Schwab US Aggregate Bond ETF	+10.6%	+93.59%	加仓
2	VOO	Vanguard S&p 500 ETF	+2.7%	+510.47%	加仓
3	VTI	Vanguard Total Stock Mkt ETF	+0.7%	+24.79%	加仓
4	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+36.15%	加仓
5	VB	Vanguard Small-cap ETF	+0.1%	+39.87%	加仓
6	IVE	Ishares S&p 500 Value ETF	+0.1%	+64.50%	加仓
7	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+10.79%	加仓
8	VWO	Vanguard Ftse Emerging Marke	+0.1%	+17.58%	加仓
9	CMPR	Cimpress plc	0%	—	不变
10	WPS	Ishares International Develo	0%	+3.89%	加仓
11	EEM	Ishares Msci Emerging Market	0%	+8.04%	加仓
12	MBB	Ishares Mbs ETF	-0.1%	-14.95%	减仓
13	IJS	Ishares S&p Small-cap 600 Va	-0.1%	-24.14%	减仓
14	BSV	Vanguard Short-term Bond ETF	-0.1%	-11.39%	减仓
15	VUG	Vanguard Growth ETF	-0.1%	-9.39%	减仓
16	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	-0.3%	-33.15%	减仓
17	VEA	Vanguard Ftse Developed ETF	-0.3%	-7.41%	减仓
18	WIP	State Street Spdr Ftse Inter	-0.3%	-54.80%	减仓
19	AGG	Ishares Core U.s. Aggregate	-0.4%	-5.34%	减仓
20	SCZ	Ishares Msci Eafe Small-cap	-0.5%	-47.28%	减仓
21	TIP	Ishares Tips Bond ETF	-0.5%	-28.99%	减仓
22	STPZ	Pimco 1-5 Year US Tips Index	-0.7%	-55.75%	减仓
23	VNQ	Vanguard Real Estate ETF	-0.7%	-8.14%	减仓
24	BND	Vanguard Total Bond Market	-1.1%	-0.60%	减仓
25	EWC	Ishares Msci Canada ETF	-1.4%	-46.93%	减仓
26	VWOB	Vanguard Emerg Mkts Gov Bnd	-1.5%	-49.56%	减仓
27	VTIP	Vanguard Short-term Tips	-4.3%	-23.03%	减仓
28	ONB	Cmc Materials INC	—	NEW	新建仓
29	SCHB	Schwab US Broad Market ETF	—	EXIT	清仓
30	CBT	Cabot CORP	—	NEW	新建仓
31	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
32	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
33	VXF	Vanguard Extended Market ETF	—	EXIT	清仓
34	VBR	Vanguard Small-cap Value ETF	—	EXIT	清仓
35	VNQI	Vanguard Glbl Ex-us Real Est	—	EXIT	清仓
36	VV	Vanguard Large-cap ETF	—	EXIT	清仓
37	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	EXIT	清仓
38	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
39	VT	Vanguard Tot World Stk ETF	—	EXIT	清仓
40	IEF	Ishares 7-10 Year Treasury B	—	EXIT	清仓
41	IWD	Ishares Russell 1000 Value E	—	EXIT	清仓
42	SJNK	Ss Spdr Bb St Hi Yield ETF	—	EXIT	清仓
43	SCHA	Schwab US Small-cap ETF	—	EXIT	清仓
44	EXPD	Expeditors Intl Wash INC	—	EXIT	清仓
45	MCD	Mcdonald's CORP	—	EXIT	清仓
46	EFV	Ishares Msci Eafe Value ETF	—	EXIT	清仓
47	GLD	Spdr Gold Shares	—	EXIT	清仓
48	DWM	Wisdomtree International Equ	—	EXIT	清仓
49	RWR	Ss Spdr Dow Jones Reit ETF	—	EXIT	清仓
50	TGT	Target CORP	—	EXIT	清仓