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