0001567738-15-000002.txt : 20150213 0001567738-15-000002.hdr.sgml : 20150213 20150213102438 ACCESSION NUMBER: 0001567738-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sensible Financial Planning & Management, LLC. CENTRAL INDEX KEY: 0001567738 IRS NUMBER: 043638467 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15097 FILM NUMBER: 15610175 BUSINESS ADDRESS: STREET 1: 203 CRESCENT ST STREET 2: SUITE 108 CITY: WALTHAM STATE: MA ZIP: 02453 BUSINESS PHONE: (781) 642-0890 MAIL ADDRESS: STREET 1: 203 CRESCENT ST STREET 2: SUITE 108 CITY: WALTHAM STATE: MA ZIP: 02453 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001567738 XXXXXXXX 12-31-2014 12-31-2014 Sensible Financial Planning & Management, LLC.

203 CRESCENT ST SUITE 108 WALTHAM MA 02453

13F HOLDINGS REPORT 028-15097 N Frederick Miller 781-642-0890 Frederick Miller Waltham MA 02-13-2015 0 71 97909 false INFORMATION TABLE 2 SFPM.13F.Q4.2014.xml EXPEDITORS INTL WASH INC COM 302130109 28 625 SH SOLE 0 0 0 625 ISHARES MSCI EM VAL ETF 464286459 15 339 SH SOLE 0 0 0 339 ISHARES MSCI CDA ETF 464286509 2450 84875 SH SOLE 0 0 0 84875 ISHARES MSCI THI CAP ETF 464286624 9 111 SH SOLE 0 0 0 111 ISHARES MSCI SINGAP ETF 464286673 8 645 SH SOLE 0 0 0 645 ISHARES MSCI MALAYSI ETF 464286830 8 595 SH SOLE 0 0 0 595 ISHARES TR TIPS BD ETF 464287176 1451 12953 SH SOLE 0 0 0 12953 ISHARES TR CORE US AGGBD ET 464287226 2799 25419 SH SOLE 0 0 0 25419 ISHARES TR MSCI EMG MKT ETF 464287234 214 5447 SH SOLE 0 0 0 5447 ISHARES TR S&P 500 GRWT ETF 464287309 2 16 SH SOLE 0 0 0 16 ISHARES TR S&P 500 VAL ETF 464287408 225 2400 SH SOLE 0 0 0 2400 ISHARES TR 7-10 Y TR BD ETF 464287440 47 439 SH SOLE 0 0 0 439 ISHARES TR MSCI EAFE ETF 464287465 228 3746 SH SOLE 0 0 0 3746 ISHARES TR RUS 1000 VAL ETF 464287598 44 424 SH SOLE 0 0 0 424 ISHARES TR CORE S&P SCP ETF 464287804 80 703 SH SOLE 0 0 0 703 ISHARES TR SP SMCP600VL ETF 464287879 324 2751 SH SOLE 0 0 0 2751 ISHARES TR SP SMCP600GR ETF 464287887 5 41 SH SOLE 0 0 0 41 ISHARES EAFE SML CP ETF 464288273 983 21049 SH SOLE 0 0 0 21049 ISHARES NAT AMT FREE BD 464288414 273 2471 SH SOLE 0 0 0 2471 ISHARES INTL DEVPPTY ETF 464288422 280 7720 SH SOLE 0 0 0 7720 ISHARES MBS ETF 464288588 292 2669 SH SOLE 0 0 0 2669 ISHARES EAFE VALUE ETF 464288877 27 520 SH SOLE 0 0 0 520 MCDONALDS CORP COM 580135101 28 295 SH SOLE 0 0 0 295 NEWMONT MINING CORP COM 651639106 2 100 SH SOLE 0 0 0 100 PEPSICO INC COM 713448108 9 100 SH SOLE 0 0 0 100 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 321 6435 SH SOLE 0 0 0 6435 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 36 650 SH SOLE 0 0 0 650 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9 390 SH SOLE 0 0 0 390 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 14044 268217 SH SOLE 0 0 0 268217 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2238 41263 SH SOLE 0 0 0 41263 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 532 6653 SH SOLE 0 0 0 6653 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 9829 119321 SH SOLE 0 0 0 119321 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2105 55567 SH SOLE 0 0 0 55567 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 2756 36088 SH SOLE 0 0 0 36088 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 13457 278949 SH SOLE 0 0 0 278949 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 120 2240 SH SOLE 0 0 0 2240 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 51 847 SH SOLE 0 0 0 847 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1034 25828 SH SOLE 0 0 0 25828 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 594 3151 SH SOLE 0 0 0 3151 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 16 174 SH SOLE 0 0 0 174 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 15 145 SH SOLE 0 0 0 145 VANGUARD INDEX FDS REIT ETF 922908553 4690 57898 SH SOLE 0 0 0 57898 VANGUARD INDEX FDS SM CP VAL ETF 922908611 154 1460 SH SOLE 0 0 0 1460 VANGUARD INDEX FDS LARGE CAP ETF 922908637 96 1014 SH SOLE 0 0 0 1014 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 155 1770 SH SOLE 0 0 0 1770 VANGUARD INDEX FDS GROWTH ETF 922908736 599 5740 SH SOLE 0 0 0 5740 VANGUARD INDEX FDS VALUE ETF 922908744 3565 42192 SH SOLE 0 0 0 42192 VANGUARD INDEX FDS SMALL CP ETF 922908751 351 3007 SH SOLE 0 0 0 3007 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5217 49219 SH SOLE 0 0 0 49219 WHOLE FOODS MKT INC COM 966837106 10 200 SH SOLE 0 0 0 200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 183 1222 SH SOLE 0 0 0 1222 CLAYMORE EXCHANGE TRD FD TR GUGG BRIC ETF 18383M100 8 286 SH SOLE 0 0 0 286 FACEBOOK INC CL A 30303M102 2 25 SH SOLE 0 0 0 25 HIGHER ONE HLDGS INC COM 42983D104 12 2815 SH SOLE 0 0 0 2815 ISHARES TR MSCI INDONIA ETF 46429B309 8 292 SH SOLE 0 0 0 292 ISHARES TR 0-5 YR TIPS ETF 46429B747 16 158 SH SOLE 0 0 0 158 PIMCO ETF TR 1-5 US TIP IDX 72201R205 1141 22056 SH SOLE 0 0 0 22056 POWERSHARES ETF TRUST FND PUR SMVAL PT 73935X864 5 205 SH SOLE 0 0 0 205 SPDR S&P 500 ETF TR TR UNIT 78462F103 511 2487 SH SOLE 0 0 0 2487 SPDR GOLD TRUST GOLD SHS 78463V107 26 226 SH SOLE 0 0 0 226 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 8 171 SH SOLE 0 0 0 171 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 661 17120 SH SOLE 0 0 0 17120 SPDR SERIES TRUST DB INT GVT ETF 78464A490 497 8720 SH SOLE 0 0 0 8720 SPDR SERIES TRUST DJ REIT ETF 78464A607 18 197 SH SOLE 0 0 0 197 SPDR SERIES TRUST RUSSELL 3000 ETF 78464A805 83 537 SH SOLE 0 0 0 537 SPDR SER TR SHT TRM HGH YLD 78468R408 39 1363 SH SOLE 0 0 0 1363 TARGET CORP COM 87612E106 17 227 SH SOLE 0 0 0 227 T2 BIOSYSTEMS INC COM 89853L104 12 610 SH SOLE 0 0 0 610 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 20738 390479 SH SOLE 0 0 0 390479 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 959 18084 SH SOLE 0 0 0 18084 WISDOMTREE TR DEFA FD 97717W703 19 381 SH SOLE 0 0 0 381 CIMPRESS N V SHS EURO N20146101 1121 14980 SH SOLE 0 0 0 14980