0001567738-19-000008.txt : 20191028 0001567738-19-000008.hdr.sgml : 20191028 20191028103419 ACCESSION NUMBER: 0001567738-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191028 DATE AS OF CHANGE: 20191028 EFFECTIVENESS DATE: 20191028 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: 191171568 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 09-30-2019 09-30-2019 Sensible Financial Planning & Management, LLC.

203 CRESCENT ST SUITE 404 WALTHAM MA 02453

13F HOLDINGS REPORT 028-15097 N Charles Luce 781-642-0890 Charles Luce Waltham MA 10-28-2019 0 35 231635 false INFORMATION TABLE 2 SFPM.13F.2019Q3.xml CABOT CORP COM 127055101 1799 39687 SH SOLE 0 0 0 39687 CABOT MICROELECTRONICS CORP COM 12709P103 2409 17058 SH SOLE 0 0 0 17058 ISHARES TR TIPS BD ETF 464287176 491 4220 SH SOLE 0 0 0 4220 ISHARES TR CORE US AGGBD ET 464287226 6227 55021 SH SOLE 0 0 0 55021 ISHARES TR MSCI EMG MKT ETF 464287234 379 9283 SH SOLE 0 0 0 9283 ISHARES TR S&P 500 VAL ETF 464287408 493 4141 SH SOLE 0 0 0 4141 ISHARES TR MSCI EAFE ETF 464287465 406 6220 SH SOLE 0 0 0 6220 ISHARES TR SP SMCP600VL ETF 464287879 326 2168 SH SOLE 0 0 0 2168 ISHARES TR NATIONAL MUN ETF 464288414 247 2165 SH SOLE 0 0 0 2165 ISHARES TR 0-5 YR TIPS ETF 46429B747 6795 67836 SH SOLE 0 0 0 67836 ISHARES TR USA MOMENTUM FCT 46432F396 1833 15367 SH SOLE 0 0 0 15367 ISHARES INC CORE MSCI EMKT 46434G103 1811 36952 SH SOLE 0 0 0 36952 SPDR S&P 500 ETF TR TR UNIT 78462F103 1236 4166 SH SOLE 0 0 0 4166 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 290 9877 SH SOLE 0 0 0 9877 SPDR SERIES TRUST SPDR S&P 500 ETF 78468R796 498 6855 SH SOLE 0 0 0 6855 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13217 186333 SH SOLE 0 0 0 186333 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 59062 1096785 SH SOLE 0 0 0 1096785 SCHWAB STRATEGIC TR US REIT ETF 808524847 2230 47273 SH SOLE 0 0 0 47273 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6765 119182 SH SOLE 0 0 0 119182 VANGUARD WORLD FD MEGA CAP INDEX 921910873 379 3680 SH SOLE 0 0 0 3680 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 13517 153605 SH SOLE 0 0 0 153605 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 8018 94969 SH SOLE 0 0 0 94969 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5639 137278 SH SOLE 0 0 0 137278 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5590 113957 SH SOLE 0 0 0 113957 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 53480 909061 SH SOLE 0 0 0 909061 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 342 5842 SH SOLE 0 0 0 5842 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 254 3388 SH SOLE 0 0 0 3388 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1257 31233 SH SOLE 0 0 0 31233 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1448 10710 SH SOLE 0 0 0 10710 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13932 51108 SH SOLE 0 0 0 51108 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5254 56340 SH SOLE 0 0 0 56340 VANGUARD INDEX FDS GROWTH ETF 922908736 2368 14241 SH SOLE 0 0 0 14241 VANGUARD INDEX FDS VALUE ETF 922908744 2244 20102 SH SOLE 0 0 0 20102 VANGUARD INDEX FDS SMALL CP ETF 922908751 670 4351 SH SOLE 0 0 0 4351 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10729 71052 SH SOLE 0 0 0 71052