0001567738-18-000004.txt : 20180511 0001567738-18-000004.hdr.sgml : 20180511 20180511134907 ACCESSION NUMBER: 0001567738-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180511 EFFECTIVENESS DATE: 20180511 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: 18826217 BUSINESS ADDRESS: STREET 1: 203 CRESCENT ST STREET 2: SUITE 404 CITY: WALTHAM STATE: MA ZIP: 02453 BUSINESS PHONE: (781) 642-0890 MAIL ADDRESS: STREET 1: 203 CRESCENT ST STREET 2: SUITE 404 CITY: WALTHAM STATE: MA ZIP: 02453 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001567738 XXXXXXXX 03-31-2018 03-31-2018 Sensible Financial Planning & Management, LLC.
203 CRESCENT ST SUITE 404 WALTHAM MA 02453
13F HOLDINGS REPORT 028-15097 N
Charles Luce Chief Compliance Officer 781-642-0890 Charles Luce Waltham MA 05-11-2018 0 89 211590 false
INFORMATION TABLE 2 SFPM.13F.2018Q1.xml ADVENT CLAY CONV SEC INC FD COM 007639107 64 11426 SH SOLE 0 0 0 11426 CABOT CORP COM 127055101 941 16887 SH SOLE 0 0 0 16887 CABOT MICROELECTRONICS CORP COM 12709P103 1827 17058 SH SOLE 0 0 0 17058 ISHARES TR TIPS BD ETF 464287176 590 5217 SH SOLE 0 0 0 5217 ISHARES TR CORE US AGGBD ET 464287226 21640 201769 SH SOLE 0 0 0 201769 ISHARES TR MSCI EMG MKT ETF 464287234 313 6479 SH SOLE 0 0 0 6479 ISHARES TR S&P 500 VAL ETF 464287408 386 3526 SH SOLE 0 0 0 3526 ISHARES TR MSCI EAFE ETF 464287465 274 3936 SH SOLE 0 0 0 3936 ISHARES TR SP SMCP600VL ETF 464287879 218 1444 SH SOLE 0 0 0 1444 ISHARES TR NATIONAL MUN ETF 464288414 268 2457 SH SOLE 0 0 0 2457 ISHARES TR 0-5 YR TIPS ETF 46429B747 437 4368 SH SOLE 0 0 0 4368 PIMCO ETF TR 1-5 US TIP IDX 72201R205 207 3987 SH SOLE 0 0 0 3987 SPDR S&P 500 ETF TR TR UNIT 78462F103 956 3634 SH SOLE 0 0 0 3634 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7673 121636 SH SOLE 0 0 0 121636 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 59297 1162229 SH SOLE 0 0 0 1162229 SCHWAB STRATEGIC TR US REIT ETF 808524847 1087 28416 SH SOLE 0 0 0 28416 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2998 54635 SH SOLE 0 0 0 54635 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 13158 164615 SH SOLE 0 0 0 164615 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4205 95039 SH SOLE 0 0 0 95039 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8242 168521 SH SOLE 0 0 0 168521 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 47943 875992 SH SOLE 0 0 0 875992 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 354 5810 SH SOLE 0 0 0 5810 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 230 3124 SH SOLE 0 0 0 3124 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1726 36734 SH SOLE 0 0 0 36734 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1638 13469 SH SOLE 0 0 0 13469 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15016 62028 SH SOLE 0 0 0 62028 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4756 63018 SH SOLE 0 0 0 63018 VANGUARD INDEX FDS GROWTH ETF 922908736 1632 11501 SH SOLE 0 0 0 11501 VANGUARD INDEX FDS VALUE ETF 922908744 2229 21603 SH SOLE 0 0 0 21603 VANGUARD INDEX FDS SMALL CP ETF 922908751 639 4351 SH SOLE 0 0 0 4351 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8770 64619 SH SOLE 0 0 0 64619