0001567738-15-000005.txt : 20150825 0001567738-15-000005.hdr.sgml : 20150825 20150824184026 ACCESSION NUMBER: 0001567738-15-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150825 DATE AS OF CHANGE: 20150824 EFFECTIVENESS DATE: 20150825 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: 151071890 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 06-30-2015 06-30-2015 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 08-24-2015 0 75 121410 false INFORMATION TABLE 2 SFPM.13F.Q2.2015.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 126 926 SH SOLE 0 0 0 926 BLOCK H & R INC COM 093671105 5 176 SH SOLE 0 0 0 176 CABOT CORP COM 127055101 227 6075 SH SOLE 0 0 0 6075 CABOT MICROELECTRONICS CORP COM 12709P103 584 12407 SH SOLE 0 0 0 12407 CBS CORP NEW CL B 124857202 3 50 SH SOLE 0 0 0 50 CIMPRESS N V SHS EURO N20146101 1261 14980 SH SOLE 0 0 0 14980 CISCO SYS INC COM 17275R102 0 2 SH SOLE 0 0 0 2 EXXON MOBIL CORP COM 30231G102 8 93 SH SOLE 0 0 0 93 FACEBOOK INC CL A 30303M102 2 25 SH SOLE 0 0 0 25 GENERAL ELECTRIC CO COM 369604103 33 1224 SH SOLE 0 0 0 1224 HIGHER ONE HLDGS INC COM 42983D104 8 2815 SH SOLE 0 0 0 2815 INTEL CORP COM 458140100 0 2 SH SOLE 0 0 0 2 ISHARES MSCI MALAYSI ETF 464286830 9 745 SH SOLE 0 0 0 745 ISHARES MSCI SINGAP ETF 464286673 10 835 SH SOLE 0 0 0 835 ISHARES MSCI CDA ETF 464286509 604 22663 SH SOLE 0 0 0 22663 ISHARES MSCI THI CAP ETF 464286624 8 111 SH SOLE 0 0 0 111 ISHARES INTL DEVPPTY ETF 464288422 220 5914 SH SOLE 0 0 0 5914 ISHARES EAFE SML CP ETF 464288273 317 6208 SH SOLE 0 0 0 6208 ISHARES MBS ETF 464288588 247 2270 SH SOLE 0 0 0 2270 ISHARES NAT AMT FREE BD 464288414 267 2471 SH SOLE 0 0 0 2471 ISHARES EAFE VALUE ETF 464288877 3 55 SH SOLE 0 0 0 55 ISHARES MSCI EM VAL ETF 464286459 0 9 SH SOLE 0 0 0 9 ISHARES INC CORE MSCI EMKT 46434G103 3 58 SH SOLE 0 0 0 58 ISHARES TR MSCI INDONIA ETF 46429B309 9 367 SH SOLE 0 0 0 367 ISHARES TR TIPS BD ETF 464287176 965 8616 SH SOLE 0 0 0 8616 ISHARES TR CORE US AGGBD ET 464287226 2551 23452 SH SOLE 0 0 0 23452 ISHARES TR SP SMCP600VL ETF 464287879 245 2084 SH SOLE 0 0 0 2084 ISHARES TR MSCI EMG MKT ETF 464287234 226 5712 SH SOLE 0 0 0 5712 ISHARES TR S&P 500 VAL ETF 464287408 368 3995 SH SOLE 0 0 0 3995 ISHARES TR 0-5 YR TIPS ETF 46429B747 17 172 SH SOLE 0 0 0 172 ISHARES TR CORE S&P SCP ETF 464287804 194 1647 SH SOLE 0 0 0 1647 ISHARES TR 7-10 Y TR BD ETF 464287440 7 66 SH SOLE 0 0 0 66 ISHARES TR CORE MSCI EAFE 46432F842 15 250 SH SOLE 0 0 0 250 ISHARES TR CORE S&P500 ETF 464287200 21 100 SH SOLE 0 0 0 100 ISHARES TR MSCI EAFE ETF 464287465 38 597 SH SOLE 0 0 0 597 ISHARES TR S&P 500 GRWT ETF 464287309 14 125 SH SOLE 0 0 0 125 ISHARES TR SELECT DIVID ETF 464287168 34 446 SH SOLE 0 0 0 446 LINEAR TECHNOLOGY CORP COM 535678106 0 2 SH SOLE 0 0 0 2 MICROSOFT CORP COM 594918104 0 2 SH SOLE 0 0 0 2 NOKIA CORP SPONSORED ADR 654902204 4 513 SH SOLE 0 0 0 513 NORFOLK SOUTHERN CORP COM 655844108 13 149 SH SOLE 0 0 0 149 PEPSICO INC COM 713448108 9 100 SH SOLE 0 0 0 100 PIMCO ETF TR 1-5 US TIP IDX 72201R205 403 7720 SH SOLE 0 0 0 7720 PROCTER & GAMBLE CO COM 742718109 2 22 SH SOLE 0 0 0 22 ROPER TECHNOLOGIES INC COM 776696106 26 149 SH SOLE 0 0 0 149 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 38945 752844 SH SOLE 0 0 0 752844 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2335 43076 SH SOLE 0 0 0 43076 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5 95 SH SOLE 0 0 0 95 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 74 1295 SH SOLE 0 0 0 1295 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 24 990 SH SOLE 0 0 0 990 SPDR S&P 500 ETF TR TR UNIT 78462F103 702 3411 SH SOLE 0 0 0 3411 SPDR SERIES TRUST DJ REIT ETF 78464A607 9 102 SH SOLE 0 0 0 102 SPDR SERIES TRUST DB INT GVT ETF 78464A490 135 2450 SH SOLE 0 0 0 2450 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 62 1602 SH SOLE 0 0 0 1602 SPDR SERIES TRUST RUSSELL 3000 ETF 78464A805 67 431 SH SOLE 0 0 0 431 T2 BIOSYSTEMS INC COM 89853L104 10 610 SH SOLE 0 0 0 610 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 9483 116704 SH SOLE 0 0 0 116704 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 25682 490393 SH SOLE 0 0 0 490393 VANGUARD INDEX FDS REIT ETF 922908553 3910 52347 SH SOLE 0 0 0 52347 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6317 33453 SH SOLE 0 0 0 33453 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6682 62435 SH SOLE 0 0 0 62435 VANGUARD INDEX FDS VALUE ETF 922908744 2865 34370 SH SOLE 0 0 0 34370 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 142 1546 SH SOLE 0 0 0 1546 VANGUARD INDEX FDS SMALL CP ETF 922908751 511 4206 SH SOLE 0 0 0 4206 VANGUARD INDEX FDS LARGE CAP ETF 922908637 96 1014 SH SOLE 0 0 0 1014 VANGUARD INDEX FDS SM CP VAL ETF 922908611 109 1011 SH SOLE 0 0 0 1011 VANGUARD INDEX FDS GROWTH ETF 922908736 557 5201 SH SOLE 0 0 0 5201 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858 1155 28248 SH SOLE 0 0 0 28248 VANGUARD INTL EQUITY INDEX GLB EX US ETF 922042676 153 2750 SH SOLE 0 0 0 2750 VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 922042742 104 1689 SH SOLE 0 0 0 1689 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8640 177485 SH SOLE 0 0 0 177485 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 738 13965 SH SOLE 0 0 0 13965 VANGUARD SPECIALIZED PORTFO DIV APP ETF 921908844 33 415 SH SOLE 0 0 0 415 VANGUARD TAX MANAGED INTL F FTSE DEV MKT ETF 921943858 2014 50792 SH SOLE 0 0 0 50792 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 742 9644 SH SOLE 0 0 0 9644 VIACOM INC NEW CL B 92553P201 3 52 SH SOLE 0 0 0 52