0001567738-20-000002.txt : 20200212 0001567738-20-000002.hdr.sgml : 20200212 20200212143530 ACCESSION NUMBER: 0001567738-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200212 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: 20603382 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 12-31-2019 12-31-2019 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 02-12-2020 0 40 237335 false INFORMATION TABLE 2 SFPM.13F.2019Q4.xml APPLE INC COM 037833100 229 781 SH SOLE 0 0 0 781 BLACKROCK CORE BD TR SHS BEN INT 09249E101 170 11693 SH SOLE 0 0 0 11693 CABOT CORP COM 127055101 1557 32764 SH SOLE 0 0 0 32764 CABOT MICROELECTRONICS CORP COM 12709P103 2311 16013 SH SOLE 0 0 0 16013 COCA COLA CO COM 191216100 225 4072 SH SOLE 0 0 0 4072 ISHARES TR TIPS BD ETF 464287176 492 4221 SH SOLE 0 0 0 4221 ISHARES TR CORE US AGGBD ET 464287226 3638 32376 SH SOLE 0 0 0 32376 ISHARES TR MSCI EMG MKT ETF 464287234 388 8651 SH SOLE 0 0 0 8651 ISHARES TR S&P 500 VAL ETF 464287408 538 4133 SH SOLE 0 0 0 4133 ISHARES TR MSCI EAFE ETF 464287465 412 5940 SH SOLE 0 0 0 5940 ISHARES TR SP SMCP600VL ETF 464287879 349 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 8089 80323 SH SOLE 0 0 0 80323 ISHARES TR USA MOMENTUM FCT 46432F396 4874 38818 SH SOLE 0 0 0 38818 ISHARES INC CORE MSCI EMKT 46434G103 1978 36789 SH SOLE 0 0 0 36789 PEPSICO INC COM 713448108 223 1630 SH SOLE 0 0 0 1630 PROCTER & GAMBLE CO COM 742718109 390 3122 SH SOLE 0 0 0 3122 SPDR S&P 500 ETF TR TR UNIT 78462F103 1340 4163 SH SOLE 0 0 0 4163 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 705 22493 SH SOLE 0 0 0 22493 SPDR SERIES TRUST SPDR S&P 500 ETF 78468R796 2225 28217 SH SOLE 0 0 0 28217 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 14096 183513 SH SOLE 0 0 0 183513 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 53637 1003879 SH SOLE 0 0 0 1003879 SCHWAB STRATEGIC TR US REIT ETF 808524847 2487 54104 SH SOLE 0 0 0 54104 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8742 154364 SH SOLE 0 0 0 154364 VANGUARD WORLD FD MEGA CAP INDEX 921910873 1652 14786 SH SOLE 0 0 0 14786 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 13398 153606 SH SOLE 0 0 0 153606 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 7128 84999 SH SOLE 0 0 0 84999 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6032 136894 SH SOLE 0 0 0 136894 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5519 112000 SH SOLE 0 0 0 112000 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 54542 963983 SH SOLE 0 0 0 963983 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 243 4104 SH SOLE 0 0 0 4104 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 275 3392 SH SOLE 0 0 0 3392 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1366 30726 SH SOLE 0 0 0 30726 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1568 10710 SH SOLE 0 0 0 10710 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14160 47870 SH SOLE 0 0 0 47870 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4899 52792 SH SOLE 0 0 0 52792 VANGUARD INDEX FDS GROWTH ETF 922908736 2574 14129 SH SOLE 0 0 0 14129 VANGUARD INDEX FDS VALUE ETF 922908744 2395 19982 SH SOLE 0 0 0 19982 VANGUARD INDEX FDS SMALL CP ETF 922908751 762 4600 SH SOLE 0 0 0 4600 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11481 70166 SH SOLE 0 0 0 70166