0001567738-21-000002.txt : 20210224 0001567738-21-000002.hdr.sgml : 20210224 20210224141030 ACCESSION NUMBER: 0001567738-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210224 DATE AS OF CHANGE: 20210224 EFFECTIVENESS DATE: 20210224 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: 21671386 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 12-31-2020 12-31-2020 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 02-24-2021 0 43 268267 false INFORMATION TABLE 2 SFPM.13F.2020Q4.xml APPLE INC COM 037833100 3237 24396 SH SOLE 0 0 0 24396 CMC MATERIALS INC COM 12571T100 2407 15906 SH SOLE 0 0 0 15906 CABOT CORP COM 127055101 1206 26880 SH SOLE 0 0 0 26880 ISHARES INC MSCI CDA ETF 464286509 348 11280 SH SOLE 0 0 0 11280 ISHARES TR TIPS BD ETF 464287176 439 3443 SH SOLE 0 0 0 3443 ISHARES TR CORE US AGGBD ET 464287226 2282 19306 SH SOLE 0 0 0 19306 ISHARES TR MSCI EMG MKT ETF 464287234 457 8845 SH SOLE 0 0 0 8845 ISHARES TR S&P 500 VAL ETF 464287408 448 3500 SH SOLE 0 0 0 3500 ISHARES TR MSCI EAFE ETF 464287465 433 5940 SH SOLE 0 0 0 5940 ISHARES TR SP SMCP600VL ETF 464287879 353 4336 SH SOLE 0 0 0 4336 ISHARES TR NATIONAL MUN ETF 464288414 254 2165 SH SOLE 0 0 0 2165 ISHARES TR 0-5 YR TIPS ETF 46429B747 12066 115537 SH SOLE 0 0 0 115537 ISHARES TR MSCI USA MMENTM 46432F396 11776 73010 SH SOLE 0 0 0 73010 ISHARES INC CORE MSCI EMKT 46434G103 1923 31003 SH SOLE 0 0 0 31003 MERCK & CO. INC COM 58933Y105 256 3125 SH SOLE 0 0 0 3125 SPDR S&P 500 ETF TR TR UNIT 78462F103 1216 3253 SH SOLE 0 0 0 3253 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3511 104022 SH SOLE 0 0 0 104022 SPDR SER TR SPDR S&P 500 ETF 78468R796 8096 87076 SH SOLE 0 0 0 87076 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11260 123810 SH SOLE 0 0 0 123810 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 55212 985402 SH SOLE 0 0 0 985402 SCHWAB STRATEGIC TR US REIT ETF 808524847 3260 85859 SH SOLE 0 0 0 85859 SCHWAB STRATEGIC TR US TIPS ETF 808524870 11896 191630 SH SOLE 0 0 0 191630 TESLA INC COM 88160R101 248 351 SH SOLE 0 0 0 351 VANGUARD STAR FDS VG TL INTL STK F 921909768 778 12937 SH SOLE 0 0 0 12937 VANGUARD WORLD FD MEGA CAP INDEX 921910873 3807 28524 SH SOLE 0 0 0 28524 VANGUARD BD INDEX FDS INTERMED TERM 921937819 10499 113076 SH SOLE 0 0 0 113076 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 6126 69469 SH SOLE 0 0 0 69469 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4134 87576 SH SOLE 0 0 0 87576 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4638 90770 SH SOLE 0 0 0 90770 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 65218 1113884 SH SOLE 0 0 0 1113884 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1096 8995 SH SOLE 0 0 0 8995 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 302 3267 SH SOLE 0 0 0 3267 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1382 27574 SH SOLE 0 0 0 27574 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1813 10412 SH SOLE 0 0 0 10412 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11431 33261 SH SOLE 0 0 0 33261 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3423 40303 SH SOLE 0 0 0 40303 VANGUARD INDEX FDS SM CP VAL ETF 922908611 375 2636 SH SOLE 0 0 0 2636 VANGUARD INDEX FDS MID CAP ETF 922908629 1026 4960 SH SOLE 0 0 0 4960 VANGUARD INDEX FDS LARGE CAP ETF 922908637 224 1274 SH SOLE 0 0 0 1274 VANGUARD INDEX FDS GROWTH ETF 922908736 3425 13518 SH SOLE 0 0 0 13518 VANGUARD INDEX FDS VALUE ETF 922908744 1610 13532 SH SOLE 0 0 0 13532 VANGUARD INDEX FDS SMALL CP ETF 922908751 1763 9054 SH SOLE 0 0 0 9054 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12613 64804 SH SOLE 0 0 0 64804