0001567738-24-000002.txt : 20240202 0001567738-24-000002.hdr.sgml : 20240202 20240202095258 ACCESSION NUMBER: 0001567738-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sensible Financial Planning & Management, LLC. CENTRAL INDEX KEY: 0001567738 ORGANIZATION NAME: 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: 24589078 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 X0202 13F-HR LIVE false false false 0001567738 XXXXXXXX 12-31-2023 12-31-2023 Sensible Financial Planning & Management, LLC.

203 CRESCENT ST SUITE 404 WALTHAM MA 02453

13F HOLDINGS REPORT 028-15097 000120766 801-64149 N Charles Luce 781-642-0890 Charles Luce Waltham MA 02-02-2024 0 27 426315 false INFORMATION TABLE 2 SFPM.13F.2023Q4.xml ISHARES TR INTL TREA BD ETF 464288117 417 10100 SH SOLE 0 0 0 10100 VANGUARD INDEX FDS VALUE ETF 922908744 1879 12569 SH SOLE 0 0 0 12569 VANGUARD INDEX FDS GROWTH ETF 922908736 4064 13072 SH SOLE 0 0 0 13072 VANGUARD INDEX FDS SMALL CP ETF 922908751 3075 14415 SH SOLE 0 0 0 14415 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 869 16608 SH SOLE 0 0 0 16608 CABOT CORP COM 127055101 2634 31540 SH SOLE 0 0 0 31540 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3074 34794 SH SOLE 0 0 0 34794 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16469 37703 SH SOLE 0 0 0 37703 VANGUARD WORLD FD MEGA CAP INDEX 921910873 6748 39861 SH SOLE 0 0 0 39861 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1944 47297 SH SOLE 0 0 0 47297 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2609 54943 SH SOLE 0 0 0 54943 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 3910 56495 SH SOLE 0 0 0 56495 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3666 76544 SH SOLE 0 0 0 76544 VANGUARD INDEX FDS TOTAL STK MKT 922908769 18703 78841 SH SOLE 0 0 0 78841 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 7528 97150 SH SOLE 0 0 0 97150 ISHARES TR MSCI USA MMENTM 46432F396 17109 109048 SH SOLE 0 0 0 109048 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 5472 132568 SH SOLE 0 0 0 132568 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 7419 160025 SH SOLE 0 0 0 160025 ISHARES TR 0-5 YR TIPS ETF 46429B747 17751 180049 SH SOLE 0 0 0 180049 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10806 191588 SH SOLE 0 0 0 191588 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6760 198768 SH SOLE 0 0 0 198768 SCHWAB STRATEGIC TR US REIT ETF 808524847 6614 319366 SH SOLE 0 0 0 319366 SPDR SER TR SPDR S&P 500 ETF 78468R796 16456 424007 SH SOLE 0 0 0 424007 ISHARES TR MBS ETF 464288588 57181 607790 SH SOLE 0 0 0 607790 ISHARES TR USD INV GRDE ETF 464288620 66222 1291889 SH SOLE 0 0 0 1291889 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 64792 1312501 SH SOLE 0 0 0 1312501 SCHWAB STRATEGIC TR US TIPS ETF 808524870 72143 1382056 SH SOLE 0 0 0 1382056