Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SENSIBLE FINANCIAL PLANNING & MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 29 | 452,270,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 1 | $75,604,000 | 1,449,463 | 16.72 | 16.92 | 67,407 | 4.88 | 03-31-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 2 | $70,865,000 | 1,440,648 | 15.67 | 15.20 | 128,147 | 9.76 | 03-31-2024 |
| ISHARES TR | USD INV GRDE ETF | 3 | $67,085,000 | 1,321,344 | 14.83 | 15.53 | 29,455 | 2.28 | 03-31-2024 |
| ISHARES TR | MBS ETF | 4 | $58,753,000 | 635,717 | 12.99 | 13.41 | 27,927 | 4.59 | 03-31-2024 |
