Asset Manager
← All Institutions
Sensible Financial Planning & Management, LLC.
Market Value
$0
-100.0%
Holdings
31
-5
New Purchases
0
Added To
0
Closed
31
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 6 | $0 | 0% |
| Large Cap | 18 | $0 | 0% |
| Mid Cap | 4 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$138.8B
Median Market Cap
$17.1B
Avg P/E
15.2
Median P/E
15.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
1
# ETFs / Funds
30
Top Holdings (31 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | —% | — | — | — | -$921K | -15,818 | -100.0% | SOLD |
| 2 | BNDW | —% | — | — | — | -$2M | -28,004 | -100.0% | SOLD |
| 3 | ESGE | —% | — | — | — | -$540K | -12,445 | -100.0% | SOLD |
| 4 | ESGU | —% | — | — | — | -$3M | -20,227 | -100.0% | SOLD |
| 5 | MBB | —% | — | — | — | -$76M | -796,082 | -100.0% | SOLD |
| 6 | MTUM | —% | — | — | — | -$23M | -88,088 | -100.0% | SOLD |
| 7 | ESGD | —% | — | — | — | -$1M | -10,770 | -100.0% | SOLD |
| 8 | DFAI | —% | — | — | — | -$461K | -12,682 | -100.0% | SOLD |
| 9 | DFIP | —% | — | — | — | -$8M | -194,181 | -100.0% | SOLD |
| 10 | SPDW | —% | — | — | — | -$7M | -173,336 | -100.0% | SOLD |
| 11 | VTI | —% | — | — | — | -$26M | -79,427 | -100.0% | SOLD |
| 12 | VTV | —% | — | — | — | -$2M | -10,664 | -100.0% | SOLD |
| 13 | VTIP | —% | — | — | — | -$2M | -44,307 | -100.0% | SOLD |
| 14 | VB | —% | — | — | — | -$5M | -20,143 | -100.0% | SOLD |
| 15 | VEA | —% | — | — | — | -$6M | -94,692 | -100.0% | SOLD |
| 16 | CBT | —% | — | — | — | -$2M | -24,979 | -100.0% | SOLD |
| 17 | BNDX | —% | — | — | — | -$83M | -1,677,297 | -100.0% | SOLD |
| 18 | USIG | —% | — | — | — | -$74M | -1,407,927 | -100.0% | SOLD |
| 19 | MGC | —% | — | — | — | -$15M | -63,370 | -100.0% | SOLD |
| 20 | SCHP | —% | — | — | — | -$83M | -3,088,558 | -100.0% | SOLD |
| 21 | VUG | —% | — | — | — | -$6M | -13,476 | -100.0% | SOLD |
| 22 | SCHH | —% | — | — | — | -$7M | -322,193 | -100.0% | SOLD |
| 23 | VO | —% | — | — | — | -$3M | -10,684 | -100.0% | SOLD |
| 24 | VMBS | —% | — | — | — | -$11M | -240,360 | -100.0% | SOLD |
| 25 | VWO | —% | — | — | — | -$3M | -61,463 | -100.0% | SOLD |
| 26 | STIP | —% | — | — | — | -$23M | -222,335 | -100.0% | SOLD |
| 27 | SCHX | —% | — | — | — | -$13M | -495,277 | -100.0% | SOLD |
| 28 | SPYX | —% | — | — | — | -$22M | -395,140 | -100.0% | SOLD |
| 29 | VOO | —% | — | — | — | -$28M | -45,017 | -100.0% | SOLD |
| 30 | VNQ | —% | — | — | — | -$3M | -29,990 | -100.0% | SOLD |
| 31 | VTC | —% | — | — | — | -$12M | -146,989 | -100.0% | SOLD |