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Sensible Financial Planning & Management, LLC. Buys iShares S&P SmallCap 600 Value

- By insider

Waltham, MA, based Investment company Sensible Financial Planning & Management, LLC. buys iShares S&P SmallCap 600 Value during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sensible Financial Planning & Management, LLC.. As of 2019Q1, Sensible Financial Planning & Management, LLC. owns 30 stocks with a total value of $219 million. These are the details of the buys and sells.

  • New Purchases: IJS,
  • Added Positions: SCHZ, BNDX, STIP, SCHX, SCHH, VNQI, SCHP,
  • Reduced Positions: AGG, VOO, VEA, BIV, VTI, BND, VTIP, VNQ, VTV, SPY, VT,


For the details of Sensible Financial Planning & Management, LLC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/sensible+financial+planning+%26+management%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of Sensible Financial Planning & Management, LLC.

  1. Schwab US Aggregate Bond (SCHZ) - 1,259,300 shares, 29.79% of the total portfolio. Shares added by 5.20%
  2. Vanguard Total International Bond ETF (BNDX) - 885,046 shares, 22.51% of the total portfolio. Shares added by 2.44%
  3. Vanguard S&P 500 (VOO) - 54,314 shares, 6.43% of the total portfolio. Shares reduced by 4.01%
  4. Vanguard Intermediate-Term Bond (BIV) - 161,856 shares, 6.20% of the total portfolio. Shares reduced by 1.38%
  5. Schwab U.S. Large-Cap (SCHX) - 182,076 shares, 5.61% of the total portfolio. Shares added by 3.26%

New Purchase: iShares S&P SmallCap 600 Value (IJS)

Sensible Financial Planning & Management, LLC. initiated holding in iShares S&P SmallCap 600 Value. The purchase prices were between $131.1 and $157.17, with an estimated average price of $147.58. The stock is now traded at around $153.32. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,444 shares as of .



Here is the complete portfolio of Sensible Financial Planning & Management, LLC.. Also check out:

1. Sensible Financial Planning & Management, LLC.'s Undervalued Stocks

2. Sensible Financial Planning & Management, LLC.'s Top Growth Companies, and

3. Sensible Financial Planning & Management, LLC.'s High Yield stocks

4. Stocks that Sensible Financial Planning & Management, LLC. keeps buyingThis article first appeared on GuruFocus.