0001567738-15-000007.txt : 20151110 0001567738-15-000007.hdr.sgml : 20151110 20151106103344 ACCESSION NUMBER: 0001567738-15-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151106 DATE AS OF CHANGE: 20151106 EFFECTIVENESS DATE: 20151106 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: 151202906 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 09-30-2015 09-30-2015 Sensible Financial Planning & Management, LLC.
203 CRESCENT ST SUITE 108 WALTHAM MA 02453
13F HOLDINGS REPORT 028-15097 N
Frederick Miller Member and CCO 781-642-0890 Frederick Miller Waltham MA 11-06-2015 0 74 127630 false
INFORMATION TABLE 2 SFPM.13F.Q3.2015.xml APPLE INC COM 037833100 25 225 SH SOLE 0 0 0 225 BANK AMER CORP COM 060505104 5 315 SH SOLE 0 0 0 315 BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 1 26 SH SOLE 0 0 0 26 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121 926 SH SOLE 0 0 0 926 CBS CORP NEW CL B 124857202 2 50 SH SOLE 0 0 0 50 CABOT CORP COM 127055101 192 6075 SH SOLE 0 0 0 6075 CABOT MICROELECTRONICS COR COM 12709P103 505 13024 SH SOLE 0 0 0 13024 EXXON MOBIL CORP COM 30231G102 7 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 46 1836 SH SOLE 0 0 0 1836 HIGHER ONE HLDGS INC COM 42983D104 6 2815 SH SOLE 0 0 0 2815 ISHARES MSCI CDA ETF 464286509 142 6195 SH SOLE 0 0 0 6195 ISHARES MSCI THI CAP ETF 464286624 10 154 SH SOLE 0 0 0 154 ISHARES MSCI SINGAP ETF 464286673 8 835 SH SOLE 0 0 0 835 ISHARES MSCI MALAYSI ETF 464286830 7 745 SH SOLE 0 0 0 745 ISHARES TR CORE S&P TTL STK 464287150 8 91 SH SOLE 0 0 0 91 ISHARES TR SELECT DIVID ETF 464287168 32 446 SH SOLE 0 0 0 446 ISHARES TR TIPS BD ETF 464287176 864 7803 SH SOLE 0 0 0 7803 ISHARES TR CORE S&P500 ETF 464287200 19 100 SH SOLE 0 0 0 100 ISHARES TR CORE US AGGBD ET 464287226 2220 20259 SH SOLE 0 0 0 20259 ISHARES TR MSCI EMG MKT ETF 464287234 158 4832 SH SOLE 0 0 0 4832 ISHARES TR S&P 500 GRWT ETF 464287309 13 125 SH SOLE 0 0 0 125 ISHARES TR S&P 500 VAL ETF 464287408 327 3886 SH SOLE 0 0 0 3886 ISHARES TR MSCI EAFE ETF 464287465 40 692 SH SOLE 0 0 0 692 ISHARES TR CORE S&P SCP ETF 464287804 176 1647 SH SOLE 0 0 0 1647 ISHARES TR SP SMCP600VL ETF 464287879 214 2043 SH SOLE 0 0 0 2043 ISHARES TR EAFE SML CP ETF 464288273 157 3283 SH SOLE 0 0 0 3283 ISHARES TR NAT AMT FREE BD 464288414 271 2471 SH SOLE 0 0 0 2471 ISHARES TR INTL DEVPPTY ETF 464288422 122 3502 SH SOLE 0 0 0 3502 ISHARES TR MBS ETF 464288588 81 742 SH SOLE 0 0 0 742 ISHARES TR EAFE VALUE ETF 464288877 1 20 SH SOLE 0 0 0 20 ISHARES TR MSCI INDONIA ETF 46429B309 9 537 SH SOLE 0 0 0 537 ISHARES TR 0-5 YR TIPS ETF 46429B747 434 4368 SH SOLE 0 0 0 4368 ISHARES TR CORE MSCI EAFE 46432F842 17 323 SH SOLE 0 0 0 323 ISHARES INC CORE MSCI EMKT 46434G103 382 9579 SH SOLE 0 0 0 9579 NORFOLK SOUTHERN CORP COM 655844108 11 149 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 213 4139 SH SOLE 0 0 0 4139 PROCTER & GAMBLE CO COM 742718109 2 22 SH SOLE 0 0 0 22 ROPER TECHNOLOGIES INC COM 776696106 23 149 SH SOLE 0 0 0 149 SPDR S&P 500 ETF TR TR UNIT 78462F103 654 3411 SH SOLE 0 0 0 3411 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 36 997 SH SOLE 0 0 0 997 SPDR SERIES TRUST DB INT GVT ETF 78464A490 70 1336 SH SOLE 0 0 0 1336 SPDR SERIES TRUST DJ REIT ETF 78464A607 9 102 SH SOLE 0 0 0 102 SPDR SERIES TRUST RUSSELL 3000 ETF 78464A805 61 431 SH SOLE 0 0 0 431 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4 95 SH SOLE 0 0 0 95 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12 600 SH SOLE 0 0 0 600 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 44246 848599 SH SOLE 0 0 0 848599 SCHWAB STRATEGIC TR US REIT ETF 808524847 81 2175 SH SOLE 0 0 0 2175 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2363 44020 SH SOLE 0 0 0 44020 T2 BIOSYSTEMS INC COM 89853L104 5 610 SH SOLE 0 0 0 610 VANGUARD SPECIALIZED PORTF DIV APP ETF 921908844 31 415 SH SOLE 0 0 0 415 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 9696 118344 SH SOLE 0 0 0 118344 VANGUARD TAX MANAGED INTL FTSE DEV MKT ETF 921943858 4499 126245 SH SOLE 0 0 0 126245 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 195 2626 SH SOLE 0 0 0 2626 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7081 146372 SH SOLE 0 0 0 146372 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 26660 503686 SH SOLE 0 0 0 503686 VANGUARD INTL EQUITY INDEX GLB EX US ETF 922042676 127 2482 SH SOLE 0 0 0 2482 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF 922042718 36 400 SH SOLE 0 0 0 400 VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 922042742 93 1689 SH SOLE 0 0 0 1689 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858 1794 54224 SH SOLE 0 0 0 54224 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 40 458 SH SOLE 0 0 0 458 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 359 6735 SH SOLE 0 0 0 6735 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8070 45927 SH SOLE 0 0 0 45927 VANGUARD INDEX FDS REIT ETF 922908553 4082 54035 SH SOLE 0 0 0 54035 VANGUARD INDEX FDS SM CP VAL ETF 922908611 93 958 SH SOLE 0 0 0 958 VANGUARD INDEX FDS LARGE CAP ETF 922908637 89 1014 SH SOLE 0 0 0 1014 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 124 1524 SH SOLE 0 0 0 1524 VANGUARD INDEX FDS GROWTH ETF 922908736 450 4484 SH SOLE 0 0 0 4484 VANGUARD INDEX FDS VALUE ETF 922908744 2517 32791 SH SOLE 0 0 0 32791 VANGUARD INDEX FDS SMALL CP ETF 922908751 380 3518 SH SOLE 0 0 0 3518 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5763 58380 SH SOLE 0 0 0 58380 VIACOM INC NEW CL B 92553P201 2 52 SH SOLE 0 0 0 52 CIMPRESS N V SHS EURO N20146101 1026 13480 SH SOLE 0 0 0 13480