Member and CCO

0001567738-16-000011.txt : 20160811 0001567738-16-000011.hdr.sgml : 20160811 20160811120822 ACCESSION NUMBER: 0001567738-16-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160811 DATE AS OF CHANGE: 20160811 EFFECTIVENESS DATE: 20160811 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: 161823651 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 06-30-2016 06-30-2016 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 08-11-2016 0 86 142839 false INFORMATION TABLE 2 SFPM.13F.2016Q2.xml ACTIVISION BLIZZARD INC COM 00507V109 12 300 SH SOLE 0 0 0 300 AMAZON COM INC COM 023135106 18 25 SH SOLE 0 0 0 25 APPLE INC COM 037833100 8 80 SH SOLE 0 0 0 80 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134 926 SH SOLE 0 0 0 926 BIOGEN INC COM 09062X103 22 89 SH SOLE 0 0 0 89 CBS CORP NEW CL B 124857202 3 50 SH SOLE 0 0 0 50 CABOT CORP COM 127055101 308 6742 SH SOLE 0 0 0 6742 CABOT MICROELECTRONICS CORP COM 12709P103 498 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 9 96 SH SOLE 0 0 0 96 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 14 2815 SH SOLE 0 0 0 2815 ISHARES GOLD TRUST ISHARES 464285105 6 483 SH SOLE 0 0 0 483 ISHARES MSCI THI CAP ETF 464286624 11 154 SH SOLE 0 0 0 154 ISHARES MSCI SINGAP ETF 464286673 9 835 SH SOLE 0 0 0 835 ISHARES MSCI MALAYSI ETF 464286830 6 745 SH SOLE 0 0 0 745 ISHARES TR CORE S&P TTL STK 464287150 9 91 SH SOLE 0 0 0 91 ISHARES TR SELECT DIVID ETF 464287168 38 446 SH SOLE 0 0 0 446 ISHARES TR TIPS BD ETF 464287176 757 6490 SH SOLE 0 0 0 6490 ISHARES TR CORE S&P500 ETF 464287200 23 111 SH SOLE 0 0 0 111 ISHARES TR CORE US AGGBD ET 464287226 1034 9181 SH SOLE 0 0 0 9181 ISHARES TR MSCI EMG MKT ETF 464287234 150 4353 SH SOLE 0 0 0 4353 ISHARES TR S&P 500 GRWT ETF 464287309 15 125 SH SOLE 0 0 0 125 ISHARES TR S&P 500 VAL ETF 464287408 147 1582 SH SOLE 0 0 0 1582 ISHARES TR MSCI EAFE ETF 464287465 33 597 SH SOLE 0 0 0 597 ISHARES TR COHEN&STEER REIT 464287564 24 221 SH SOLE 0 0 0 221 ISHARES TR CORE S&P SCP ETF 464287804 191 1647 SH SOLE 0 0 0 1647 ISHARES TR SP SMCP600VL ETF 464287879 206 1765 SH SOLE 0 0 0 1765 ISHARES TR EAFE SML CP ETF 464288273 111 2304 SH SOLE 0 0 0 2304 ISHARES TR NATIONAL MUN ETF 464288414 279 2446 SH SOLE 0 0 0 2446 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 4445 SH SOLE 0 0 0 4445 ISHARES TR CORE MSCI EAFE 46432F842 6 124 SH SOLE 0 0 0 124 ISHARES INC CORE MSCI EMKT 46434G103 319 7615 SH SOLE 0 0 0 7615 NETFLIX INC COM 64110L106 8 88 SH SOLE 0 0 0 88 NIKE INC CL B 654106103 9 160 SH SOLE 0 0 0 160 PEPSICO INC COM 713448108 11 100 SH SOLE 0 0 0 100 PIMCO ETF TR 1-5 US TIP IDX 72201R205 163 3085 SH SOLE 0 0 0 3085 PRICELINE GRP INC COM NEW 741503403 10 8 SH SOLE 0 0 0 8 ROPER TECHNOLOGIES INC COM 776696106 25 149 SH SOLE 0 0 0 149 SPDR S&P 500 ETF TR TR UNIT 78462F103 811 3873 SH SOLE 0 0 0 3873 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 8 166 SH SOLE 0 0 0 166 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 67 431 SH SOLE 0 0 0 431 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 52889 984535 SH SOLE 0 0 0 984535 SCHWAB STRATEGIC TR US REIT ETF 808524847 55 1267 SH SOLE 0 0 0 1267 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2806 49673 SH SOLE 0 0 0 49673 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 6 101 SH SOLE 0 0 0 101 SMITH & WESSON HLDG CORP COM 831756101 14 500 SH SOLE 0 0 0 500 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23 600 SH SOLE 0 0 0 600 T2 BIOSYSTEMS INC COM 89853L104 5 610 SH SOLE 0 0 0 610 UNDER ARMOUR INC CL A 904311107 4 100 SH SOLE 0 0 0 100 UNDER ARMOUR INC CL C 904311206 4 100 SH SOLE 0 0 0 100 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 15 177 SH SOLE 0 0 0 177 VANGUARD WORLD FD MEGA GRWTH IND 921910816 14 167 SH SOLE 0 0 0 167 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 20 318 SH SOLE 0 0 0 318 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 11 134 SH SOLE 0 0 0 134 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 10019 118850 SH SOLE 0 0 0 118850 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3111 87978 SH SOLE 0 0 0 87978 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 0 2 SH SOLE 0 0 0 2 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7318 147891 SH SOLE 0 0 0 147891 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 29551 530546 SH SOLE 0 0 0 530546 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 149 2755 SH SOLE 0 0 0 2755 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 140 2416 SH SOLE 0 0 0 2416 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1391 39496 SH SOLE 0 0 0 39496 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 429 4500 SH SOLE 0 0 0 4500 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 309 5735 SH SOLE 0 0 0 5735 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12434 64692 SH SOLE 0 0 0 64692 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 100 1120 SH SOLE 0 0 0 1120 VANGUARD INDEX FDS REIT ETF 922908553 5042 56861 SH SOLE 0 0 0 56861 VANGUARD INDEX FDS SM CP VAL ETF 922908611 101 958 SH SOLE 0 0 0 958 VANGUARD INDEX FDS LARGE CAP ETF 922908637 97 1014 SH SOLE 0 0 0 1014 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 96 1126 SH SOLE 0 0 0 1126 VANGUARD INDEX FDS GROWTH ETF 922908736 787 7340 SH SOLE 0 0 0 7340 VANGUARD INDEX FDS VALUE ETF 922908744 2395 28182 SH SOLE 0 0 0 28182 VANGUARD INDEX FDS SMALL CP ETF 922908751 393 3393 SH SOLE 0 0 0 3393 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6089 56824 SH SOLE 0 0 0 56824 VIACOM INC NEW CL B 92553P201 2 52 SH SOLE 0 0 0 52 CIMPRESS N V SHS EURO N20146101 830 8980 SH SOLE 0 0 0 8980