Sensible Financial Planning & Management, LLC. — Q4 2016 13F 持股

Name: Sensible Financial Planning & Management, LLC. — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001567738

申报总市值

US$5.5亿

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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	38.85%	—	+5.61%
2	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	21.22%	-0.14%	+4.62%
3	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	9.62%	+0.90%	+1.50%
4	BND	Vanguard Total Bond Market	ETF-其他	6.04%	—	-2.29%
5	VTIP	Vanguard Short-term Tips	ETF-其他	5.05%	-0.07%	+2.82%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.13%	+0.37%	+1.44%
7	VNQ	Vanguard Real Estate ETF	ETF-其他	3.47%	-0.08%	+5.42%
8	SCHP	Schwab U.s. Tips ETF	ETF-其他	2.10%	-1.01%	+4.25%
9	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.96%	+0.05%	-2.18%
10	VTV	Vanguard Value ETF	ETF-其他	1.48%	+0.01%	-15.21%
11	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.92%	+0.01%	-2.42%
12	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.65%	—	-0.33%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.60%	—	-0.31%
14	VUG	Vanguard Growth ETF	ETF-其他	0.57%	+0.18%	—
15	ONB	Cmc Materials INC	股票-金融	0.51%	—	—
16	TIP	Ishares Tips Bond ETF	ETF-其他	0.47%	—	-9.15%
17	CMPR	Cimpress plc	股票-其他	0.38%	—	-20.05%
18	VTHR	Vanguard Russell 3000	ETF-其他	0.32%	—	—
19	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.31%	-0.31%	—
20	CBT	Cabot CORP	股票-原材料	0.25%	-0.08%	+4.45%
21	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.22%	—	—
22	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.21%	-0.25%	—
23	VB	Vanguard Small-cap ETF	ETF-其他	0.19%	+0.08%	—
24	MUB	Ishares National Muni Bond E	ETF-其他	0.18%	—	+0.08%
25	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.16%	—	—
26	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.15%	—	-10.70%

本季持股变动

Sensible Financial Planning & Management, LLC. 于截至 Q4 2016 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	+0.8%	+5.61%	加仓
2	VOO	Vanguard S&p 500 ETF	+0.5%	+1.50%	加仓
3	BNDX	Vanguard Total Intl Bond ETF	+0.4%	+4.62%	加仓
4	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+1.44%	加仓
5	VTIP	Vanguard Short-term Tips	+0.1%	+2.82%	加仓
6	ONB	Cmc Materials INC	+0.1%	—	不变
7	VNQ	Vanguard Real Estate ETF	0%	+5.42%	加仓
8	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-0.31%	减仓
9	IJR	Ishares Core S&p Small-cap E	0%	—	不变
10	VTHR	Vanguard Russell 3000	0%	—	不变
11	VB	Vanguard Small-cap ETF	0%	—	不变
12	IEMG	Ishares Core Msci Emerging	0%	—	不变
13	AGG	Ishares Core U.s. Aggregate	0%	-0.33%	减仓
14	VWO	Vanguard Ftse Emerging Marke	-0.1%	-2.42%	减仓
15	TIP	Ishares Tips Bond ETF	-0.1%	-9.15%	减仓
16	VEA	Vanguard Ftse Developed ETF	-0.1%	-2.18%	减仓
17	VTV	Vanguard Value ETF	-0.1%	-15.21%	减仓
18	CMPR	Cimpress plc	-0.1%	-20.05%	减仓
19	BND	Vanguard Total Bond Market	-0.4%	-2.29%	减仓
20	VNQI	Vanguard Glbl Ex-us Real Est	—	EXIT	清仓
21	STPZ	Pimco 1-5 Year US Tips Index	—	EXIT	清仓
22	EEM	Ishares Msci Emerging Market	—	EXIT	清仓
23	IVE	Ishares S&p 500 Value ETF	—	EXIT	清仓
24	VT	Vanguard Tot World Stk ETF	—	EXIT	清仓
25	WPS	Ishares International Develo	—	EXIT	清仓
26	VOE	Vanguard Mid-cap Value ETF	—	EXIT	清仓
27	VV	Vanguard Large-cap ETF	—	EXIT	清仓
28	SCZ	Ishares Msci Eafe Small-cap	—	EXIT	清仓
29	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
30	SCHH	Schwab US Reit ETF	—	EXIT	清仓
31	VXF	Vanguard Extended Market ETF	—	EXIT	清仓
32	DVY	Ishares Select Dividend ETF	—	EXIT	清仓
33	AEP	American Electric Power Company, Inc.	—	EXIT	清仓
34	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
35	WIP	State Street Spdr Ftse Inter	—	EXIT	清仓
36	ROP	Roper Technologies INC	—	EXIT	清仓
37	TTWO	Take-two Interactive Softwre	—	EXIT	清仓
38	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	EXIT	清仓
39	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
40	AMZN	Amazon.com INC	—	EXIT	清仓
41	META	Meta Platforms Inc-class A	—	EXIT	清仓
42	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
43	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
44	EIDO	Ishares Msci Indonesia ETF	—	EXIT	清仓
45	GLD	Spdr Gold Shares	—	EXIT	清仓
46	SWBI	Smith & Wesson Brands, Inc.	—	EXIT	清仓
47	ATVIEUR	Activision Blizzard INC	—	EXIT	清仓
48	ITOT	Ishares Core S&p Total U.s.	—	EXIT	清仓
49	BKNG	Booking Hldgs INC	—	EXIT	清仓
50	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓