0001567738-16-000009.txt : 20160513
0001567738-16-000009.hdr.sgml : 20160513
20160513134307
ACCESSION NUMBER: 0001567738-16-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160513
DATE AS OF CHANGE: 20160513
EFFECTIVENESS DATE: 20160513
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: 161647414
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
03-31-2016
03-31-2016
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
05-13-2016
0
79
137032
false
INFORMATION TABLE
2
SFPM.13F.Q1.2016.xml
ACTIVISION BLIZZARD INC
COM
00507V109
10
300
SH
SOLE
0
0
0
300
AMAZON COM INC
COM
023135106
15
25
SH
SOLE
0
0
0
25
APPLE INC
COM
037833100
9
80
SH
SOLE
0
0
0
80
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
131
926
SH
SOLE
0
0
0
926
CBS CORP NEW
CL B
124857202
3
50
SH
SOLE
0
0
0
50
CABOT CORP
COM
127055101
326
6742
SH
SOLE
0
0
0
6742
CABOT MICROELECTRONICS CORP
COM
12709P103
481
11767
SH
SOLE
0
0
0
11767
CATERPILLAR INC DEL
COM
149123101
1
11
SH
SOLE
0
0
0
11
COSTCO WHSL CORP NEW
COM
22160K105
10
62
SH
SOLE
0
0
0
62
DISNEY WALT CO
COM DISNEY
254687106
10
96
SH
SOLE
0
0
0
96
EXXON MOBIL CORP
COM
30231G102
8
93
SH
SOLE
0
0
0
93
FACEBOOK INC
CL A
30303M102
14
125
SH
SOLE
0
0
0
125
GENERAL ELECTRIC CO
COM
369604103
39
1224
SH
SOLE
0
0
0
1224
HIGHER ONE HLDGS INC
COM
42983D104
11
2815
SH
SOLE
0
0
0
2815
ISHARES
MSCI THI CAP ETF
464286624
10
154
SH
SOLE
0
0
0
154
ISHARES
MSCI SINGAP ETF
464286673
9
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
36
446
SH
SOLE
0
0
0
446
ISHARES TR
TIPS BD ETF
464287176
786
6856
SH
SOLE
0
0
0
6856
ISHARES TR
CORE S&P500 ETF
464287200
23
111
SH
SOLE
0
0
0
111
ISHARES TR
CORE US AGGBD ET
464287226
1073
9684
SH
SOLE
0
0
0
9684
ISHARES TR
MSCI EMG MKT ETF
464287234
149
4353
SH
SOLE
0
0
0
4353
ISHARES TR
S&P 500 GRWT ETF
464287309
14
125
SH
SOLE
0
0
0
125
ISHARES TR
S&P 500 VAL ETF
464287408
142
1581
SH
SOLE
0
0
0
1581
ISHARES TR
MSCI EAFE ETF
464287465
37
654
SH
SOLE
0
0
0
654
ISHARES TR
CORE S&P SCP ETF
464287804
185
1647
SH
SOLE
0
0
0
1647
ISHARES TR
SP SMCP600VL ETF
464287879
227
2004
SH
SOLE
0
0
0
2004
ISHARES TR
EAFE SML CP ETF
464288273
95
1901
SH
SOLE
0
0
0
1901
ISHARES TR
NATIONAL MUN ETF
464288414
276
2472
SH
SOLE
0
0
0
2472
ISHARES TR
INTL DEVPPTY ETF
464288422
109
2979
SH
SOLE
0
0
0
2979
ISHARES TR
EAFE VALUE ETF
464288877
1
20
SH
SOLE
0
0
0
20
ISHARES TR
MSCI INDONIA ETF
46429B309
13
537
SH
SOLE
0
0
0
537
ISHARES TR
0-5 YR TIPS ETF
46429B747
451
4480
SH
SOLE
0
0
0
4480
ISHARES TR
CORE MSCI EAFE
46432F842
7
123
SH
SOLE
0
0
0
123
ISHARES INC
CORE MSCI EMKT
46434G103
317
7615
SH
SOLE
0
0
0
7615
NETFLIX INC
COM
64110L106
9
88
SH
SOLE
0
0
0
88
NIKE INC
CL B
654106103
10
160
SH
SOLE
0
0
0
160
NORFOLK SOUTHERN CORP
COM
655844108
12
149
SH
SOLE
0
0
0
149
PEPSICO INC
COM
713448108
10
100
SH
SOLE
0
0
0
100
PIMCO ETF TR
1-5 US TIP IDX
72201R205
171
3275
SH
SOLE
0
0
0
3275
PRICELINE GRP INC
COM NEW
741503403
10
8
SH
SOLE
0
0
0
8
PROCTER & GAMBLE CO
COM
742718109
3
36
SH
SOLE
0
0
0
36
ROPER TECHNOLOGIES INC
COM
776696106
27
149
SH
SOLE
0
0
0
149
SPDR S&P 500 ETF TR
TR UNIT
78462F103
718
3496
SH
SOLE
0
0
0
3496
SPDR SERIES TRUST
BRC HGH YLD BD
78464A417
4
104
SH
SOLE
0
0
0
104
SPDR SERIES TRUST
CITI INT GVT ETF
78464A490
26
480
SH
SOLE
0
0
0
480
SPDR SERIES TRUST
DJ REIT ETF
78464A607
10
102
SH
SOLE
0
0
0
102
SPDR SERIES TRUST
RUSSELL 3000 ETF
78464A805
66
431
SH
SOLE
0
0
0
431
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
50284
951985
SH
SOLE
0
0
0
951985
SCHWAB STRATEGIC TR
US REIT ETF
808524847
52
1267
SH
SOLE
0
0
0
1267
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
2642
47569
SH
SOLE
0
0
0
47569
SCRIPPS NETWORKS INTERACT IN
CL A COM
811065101
7
101
SH
SOLE
0
0
0
101
SMITH & WESSON HLDG CORP
COM
831756101
13
500
SH
SOLE
0
0
0
500
T2 BIOSYSTEMS INC
COM
89853L104
6
610
SH
SOLE
0
0
0
610
UNDER ARMOUR INC
CL A
904311107
8
100
SH
SOLE
0
0
0
100
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
14
177
SH
SOLE
0
0
0
177
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
9996
120722
SH
SOLE
0
0
0
120722
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3647
101631
SH
SOLE
0
0
0
101631
VANGUARD WHITEHALL FDS INC
EMERG MKT BD ETF
921946885
0
2
SH
SOLE
0
0
0
2
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
7251
147581
SH
SOLE
0
0
0
147581
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
28147
516074
SH
SOLE
0
0
0
516074
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
149
2784
SH
SOLE
0
0
0
2784
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
25
267
SH
SOLE
0
0
0
267
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
139
2407
SH
SOLE
0
0
0
2407
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1411
40796
SH
SOLE
0
0
0
40796
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
92206C599
445
4738
SH
SOLE
0
0
0
4738
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
307
5735
SH
SOLE
0
0
0
5735
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
11537
61184
SH
SOLE
0
0
0
61184
VANGUARD INDEX FDS
REIT ETF
922908553
4598
54864
SH
SOLE
0
0
0
54864
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
98
958
SH
SOLE
0
0
0
958
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
95
1014
SH
SOLE
0
0
0
1014
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
94
1134
SH
SOLE
0
0
0
1134
VANGUARD INDEX FDS
GROWTH ETF
922908736
477
4484
SH
SOLE
0
0
0
4484
VANGUARD INDEX FDS
VALUE ETF
922908744
2142
26002
SH
SOLE
0
0
0
26002
VANGUARD INDEX FDS
SMALL CP ETF
922908751
280
2510
SH
SOLE
0
0
0
2510
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
6097
58169
SH
SOLE
0
0
0
58169
VIACOM INC NEW
CL B
92553P201
2
52
SH
SOLE
0
0
0
52
CIMPRESS N V
SHS EURO
N20146101
950
10480
SH
SOLE
0
0
0
10480