Member and CCO

0001567738-16-000008.txt : 20160212 0001567738-16-000008.hdr.sgml : 20160212 20160212145017 ACCESSION NUMBER: 0001567738-16-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160212 DATE AS OF CHANGE: 20160212 EFFECTIVENESS DATE: 20160212 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: 161418000 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 12-31-2015 12-31-2015 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 02-12-2016 0 83 131378 false INFORMATION TABLE 2 SFPM.13F.Q4.2015.xml INTL DEVPPTY ETF ISHARES TR 464288422 123 3502 SH SOLE 0 0 0 3502 DB INT GVT ETF SPDR SERIES TRUST 78464A490 26 522 SH SOLE 0 0 0 522 EXTEND MKT ETF VANGUARD INDEX FDS 922908652 95 1134 SH SOLE 0 0 0 1134 FTSE EMR MKT ETF VANGUARD INTL EQUITY INDEX 922042858 1471 44957 SH SOLE 0 0 0 44957 LARGE CAP ETF VANGUARD INDEX FDS 922908637 95 1014 SH SOLE 0 0 0 1014 GROWTH ETF VANGUARD INDEX FDS 922908736 477 4484 SH SOLE 0 0 0 4484 VALUE ETF VANGUARD INDEX FDS 922908744 2473 30337 SH SOLE 0 0 0 30337 MORTG-BACK SEC VANGUARD SCOTTSDALE FDS 92206C771 355 6735 SH SOLE 0 0 0 6735 SMALL CP ETF VANGUARD INDEX FDS 922908751 381 3447 SH SOLE 0 0 0 3447 TIPS BD ETF ISHARES TR 464287176 794 7242 SH SOLE 0 0 0 7242 TR UNIT SPDR S&P 500 ETF TR 78462F103 713 3496 SH SOLE 0 0 0 3496 DJ REIT ETF SPDR SERIES TRUST 78464A607 9 102 SH SOLE 0 0 0 102 BRC HGH YLD BD SPDR SERIES TRUST 78464A417 20 596 SH SOLE 0 0 0 596 S&P 500 GRWT ETF ISHARES TR 464287309 14 125 SH SOLE 0 0 0 125 CORE S&P500 ETF ISHARES TR 464287200 29 140 SH SOLE 0 0 0 140 S&P 500 VAL ETF ISHARES TR 464287408 344 3886 SH SOLE 0 0 0 3886 SP SMCP600VL ETF ISHARES TR 464287879 219 2028 SH SOLE 0 0 0 2028 CORE S&P SCP ETF ISHARES TR 464287804 181 1647 SH SOLE 0 0 0 1647 EAFE VALUE ETF ISHARES TR 464288877 1 20 SH SOLE 0 0 0 20 MSCI EAFE ETF ISHARES TR 464287465 41 692 SH SOLE 0 0 0 692 MSCI EMG MKT ETF ISHARES TR 464287234 142 4398 SH SOLE 0 0 0 4398 SELECT DIVID ETF ISHARES TR 464287168 34 446 SH SOLE 0 0 0 446 CORE US AGGBD ET ISHARES TR 464287226 1258 11649 SH SOLE 0 0 0 11649 COM ZIMMER BIOMET HLDGS INC 98956P102 10 100 SH SOLE 0 0 0 100 COM EXXON MOBIL CORP 30231G102 7 93 SH SOLE 0 0 0 93 COM VERIZON COMMUNICATIONS INC 92343V104 9 200 SH SOLE 0 0 0 200 EMERG MKT BD ETF VANGUARD WHITEHALL FDS INC 921946885 39 526 SH SOLE 0 0 0 526 STRM INFPROIDX VANGUARD MALVERN FDS 922020805 7063 146083 SH SOLE 0 0 0 146083 TOTAL STK MKT VANGUARD INDEX FDS 922908769 6250 59922 SH SOLE 0 0 0 59922 VNG RUS3000IDX VANGUARD SCOTTSDALE FDS 92206C599 159 1703 SH SOLE 0 0 0 1703 TT WRLD ST ETF VANGUARD INTL EQUITY INDEX 922042742 97 1690 SH SOLE 0 0 0 1690 FTSE SMCAP ETF VANGUARD INTL EQUITY INDEX 922042718 37 400 SH SOLE 0 0 0 400 S&P 500 ETF SHS VANGUARD INDEX FDS 922908363 9477 50696 SH SOLE 0 0 0 50696 GLB EX US ETF VANGUARD INTL EQUITY INDEX 922042676 127 2482 SH SOLE 0 0 0 2482 REIT ETF VANGUARD INDEX FDS 922908553 4305 53995 SH SOLE 0 0 0 53995 DIV APP ETF VANGUARD SPECIALIZED PORTF 921908844 32 415 SH SOLE 0 0 0 415 CL B VIACOM INC NEW 92553P201 2 52 SH SOLE 0 0 0 52 FTSE DEV MKT ETF VANGUARD TAX MANAGED INTL 921943858 4838 131747 SH SOLE 0 0 0 131747 SM CP VAL ETF VANGUARD INDEX FDS 922908611 95 958 SH SOLE 0 0 0 958 CL A UNDER ARMOUR INC 904311107 8 100 SH SOLE 0 0 0 100 COM T2 BIOSYSTEMS INC 89853L104 7 610 SH SOLE 0 0 0 610 COM TJX COS INC NEW 872540109 43 600 SH SOLE 0 0 0 600 RUSSELL 3000 ETF SPDR SERIES TRUST 78464A805 66 431 SH SOLE 0 0 0 431 MSCI THI CAP ETF ISHARES 464286624 9 154 SH SOLE 0 0 0 154 COM TARGET CORP 87612E106 7 100 SH SOLE 0 0 0 100 COM SMITH & WESSON HLDG CORP 831756101 11 500 SH SOLE 0 0 0 500 1-5 US TIP IDX PIMCO ETF TR 72201R205 169 3300 SH SOLE 0 0 0 3300 0-5 YR TIPS ETF ISHARES TR 46429B747 445 4494 SH SOLE 0 0 0 4494 CL A COM SCRIPPS NETWORKS INTERACT 811065101 6 101 SH SOLE 0 0 0 101 EAFE SML CP ETF ISHARES TR 464288273 146 2921 SH SOLE 0 0 0 2921 US AGGREGATE B SCHWAB STRATEGIC TR 808524839 45978 892771 SH SOLE 0 0 0 892771 US TIPS ETF SCHWAB STRATEGIC TR 808524870 2357 44371 SH SOLE 0 0 0 44371 US REIT ETF SCHWAB STRATEGIC TR 808524847 86 2175 SH SOLE 0 0 0 2175 COM ROPER TECHNOLOGIES INC 776696106 28 149 SH SOLE 0 0 0 149 COM PHILLIPS 66 718546104 2 25 SH SOLE 0 0 0 25 DYN PHRMA PORT POWERSHARES ETF TRUST 73935X799 7 100 SH SOLE 0 0 0 100 COM PROCTER & GAMBLE CO 742718109 3 36 SH SOLE 0 0 0 36 COM PEPSICO INC 713448108 10 100 SH SOLE 0 0 0 100 COM HIGHER ONE HLDGS INC 42983D104 9 2815 SH SOLE 0 0 0 2815 COM NORFOLK SOUTHERN CORP 655844108 13 149 SH SOLE 0 0 0 149 NAT AMT FREE BD ISHARES TR 464288414 274 2471 SH SOLE 0 0 0 2471 COM 3M CO 88579Y101 8 50 SH SOLE 0 0 0 50 MBS ETF ISHARES TR 464288588 80 742 SH SOLE 0 0 0 742 CORE S&P TTL STK ISHARES TR 464287150 8 91 SH SOLE 0 0 0 91 CORE MSCI EMKT ISHARES INC 46434G103 377 9579 SH SOLE 0 0 0 9579 CORE MSCI EAFE ISHARES TR 46432F842 18 323 SH SOLE 0 0 0 323 COM GENERAL ELECTRIC CO 369604103 69 2224 SH SOLE 0 0 0 2224 CL A FACEBOOK INC 30303M102 13 125 SH SOLE 0 0 0 125 MSCI SINGAP ETF ISHARES 464286673 9 835 SH SOLE 0 0 0 835 MSCI MALAYSI ETF ISHARES 464286830 6 745 SH SOLE 0 0 0 745 MSCI INDONIA ETF ISHARES TR 46429B309 11 537 SH SOLE 0 0 0 537 COM CVS HEALTH CORP 126650100 10 100 SH SOLE 0 0 0 100 SHS EURO CIMPRESS N V N20146101 972 11980 SH SOLE 0 0 0 11980 COM CABOT MICROELECTRONICS COR 12709P103 515 11767 SH SOLE 0 0 0 11767 COM CABOT CORP 127055101 276 6742 SH SOLE 0 0 0 6742 CL B CBS CORP NEW 124857202 2 50 SH SOLE 0 0 0 50 COM CATERPILLAR INC DEL 149123101 1 11 SH SOLE 0 0 0 11 CL B NEW BERKSHIRE HATHAWAY INC DEL 084670702 122 926 SH SOLE 0 0 0 926 INTL BD IDX ETF VANGUARD CHARLOTTE FDS 92203J407 26912 508925 SH SOLE 0 0 0 508925 TOTAL BND MRKT VANGUARD BD INDEX FD INC 921937835 10406 128850 SH SOLE 0 0 0 128850 COM ACTIVISION BLIZZARD INC 00507V109 12 300 SH SOLE 0 0 0 300 COM AMAZON COM INC 023135106 17 25 SH SOLE 0 0 0 25 COM APPLE INC 037833100 8 80 SH SOLE 0 0 0 80