Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SENSIBLE FINANCIAL PLANNING & MANAGEMENT LLC | 02-02-2024 | 12-31-2023 | 27 | 426,315,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 1 | $72,143,000 | 1,382,056 | 16.92 | 17.27 | -20,514 | -1.46 | 12-31-2023 |
| ISHARES TR | USD INV GRDE ETF | 2 | $66,222,000 | 1,291,889 | 15.53 | 15.16 | 3,222 | 0.25 | 12-31-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3 | $64,792,000 | 1,312,501 | 15.20 | 15.30 | -20,304 | -1.52 | 12-31-2023 |
| ISHARES TR | MBS ETF | 4 | $57,181,000 | 607,790 | 13.41 | 13.09 | 10,301 | 1.72 | 12-31-2023 |
