0001567738-15-000005.txt : 20150825
0001567738-15-000005.hdr.sgml : 20150825
20150824184026
ACCESSION NUMBER: 0001567738-15-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150825
DATE AS OF CHANGE: 20150824
EFFECTIVENESS DATE: 20150825
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: 151071890
BUSINESS ADDRESS:
STREET 1: 203 CRESCENT ST
STREET 2: SUITE 108
CITY: WALTHAM
STATE: MA
ZIP: 02453
BUSINESS PHONE: (781) 642-0890
MAIL ADDRESS:
STREET 1: 203 CRESCENT ST
STREET 2: SUITE 108
CITY: WALTHAM
STATE: MA
ZIP: 02453
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001567738
XXXXXXXX
06-30-2015
06-30-2015
Sensible Financial Planning & Management, LLC.
203 CRESCENT ST
SUITE 108
WALTHAM
MA
02453
13F HOLDINGS REPORT
028-15097
N
Frederick Miller
Member and CCO
781-642-0890
Frederick Miller
Waltham
MA
08-24-2015
0
75
121410
false
INFORMATION TABLE
2
SFPM.13F.Q2.2015.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
126
926
SH
SOLE
0
0
0
926
BLOCK H & R INC
COM
093671105
5
176
SH
SOLE
0
0
0
176
CABOT CORP
COM
127055101
227
6075
SH
SOLE
0
0
0
6075
CABOT MICROELECTRONICS CORP
COM
12709P103
584
12407
SH
SOLE
0
0
0
12407
CBS CORP NEW
CL B
124857202
3
50
SH
SOLE
0
0
0
50
CIMPRESS N V
SHS EURO
N20146101
1261
14980
SH
SOLE
0
0
0
14980
CISCO SYS INC
COM
17275R102
0
2
SH
SOLE
0
0
0
2
EXXON MOBIL CORP
COM
30231G102
8
93
SH
SOLE
0
0
0
93
FACEBOOK INC
CL A
30303M102
2
25
SH
SOLE
0
0
0
25
GENERAL ELECTRIC CO
COM
369604103
33
1224
SH
SOLE
0
0
0
1224
HIGHER ONE HLDGS INC
COM
42983D104
8
2815
SH
SOLE
0
0
0
2815
INTEL CORP
COM
458140100
0
2
SH
SOLE
0
0
0
2
ISHARES
MSCI MALAYSI ETF
464286830
9
745
SH
SOLE
0
0
0
745
ISHARES
MSCI SINGAP ETF
464286673
10
835
SH
SOLE
0
0
0
835
ISHARES
MSCI CDA ETF
464286509
604
22663
SH
SOLE
0
0
0
22663
ISHARES
MSCI THI CAP ETF
464286624
8
111
SH
SOLE
0
0
0
111
ISHARES
INTL DEVPPTY ETF
464288422
220
5914
SH
SOLE
0
0
0
5914
ISHARES
EAFE SML CP ETF
464288273
317
6208
SH
SOLE
0
0
0
6208
ISHARES
MBS ETF
464288588
247
2270
SH
SOLE
0
0
0
2270
ISHARES
NAT AMT FREE BD
464288414
267
2471
SH
SOLE
0
0
0
2471
ISHARES
EAFE VALUE ETF
464288877
3
55
SH
SOLE
0
0
0
55
ISHARES
MSCI EM VAL ETF
464286459
0
9
SH
SOLE
0
0
0
9
ISHARES INC
CORE MSCI EMKT
46434G103
3
58
SH
SOLE
0
0
0
58
ISHARES TR
MSCI INDONIA ETF
46429B309
9
367
SH
SOLE
0
0
0
367
ISHARES TR
TIPS BD ETF
464287176
965
8616
SH
SOLE
0
0
0
8616
ISHARES TR
CORE US AGGBD ET
464287226
2551
23452
SH
SOLE
0
0
0
23452
ISHARES TR
SP SMCP600VL ETF
464287879
245
2084
SH
SOLE
0
0
0
2084
ISHARES TR
MSCI EMG MKT ETF
464287234
226
5712
SH
SOLE
0
0
0
5712
ISHARES TR
S&P 500 VAL ETF
464287408
368
3995
SH
SOLE
0
0
0
3995
ISHARES TR
0-5 YR TIPS ETF
46429B747
17
172
SH
SOLE
0
0
0
172
ISHARES TR
CORE S&P SCP ETF
464287804
194
1647
SH
SOLE
0
0
0
1647
ISHARES TR
7-10 Y TR BD ETF
464287440
7
66
SH
SOLE
0
0
0
66
ISHARES TR
CORE MSCI EAFE
46432F842
15
250
SH
SOLE
0
0
0
250
ISHARES TR
CORE S&P500 ETF
464287200
21
100
SH
SOLE
0
0
0
100
ISHARES TR
MSCI EAFE ETF
464287465
38
597
SH
SOLE
0
0
0
597
ISHARES TR
S&P 500 GRWT ETF
464287309
14
125
SH
SOLE
0
0
0
125
ISHARES TR
SELECT DIVID ETF
464287168
34
446
SH
SOLE
0
0
0
446
LINEAR TECHNOLOGY CORP
COM
535678106
0
2
SH
SOLE
0
0
0
2
MICROSOFT CORP
COM
594918104
0
2
SH
SOLE
0
0
0
2
NOKIA CORP
SPONSORED ADR
654902204
4
513
SH
SOLE
0
0
0
513
NORFOLK SOUTHERN CORP
COM
655844108
13
149
SH
SOLE
0
0
0
149
PEPSICO INC
COM
713448108
9
100
SH
SOLE
0
0
0
100
PIMCO ETF TR
1-5 US TIP IDX
72201R205
403
7720
SH
SOLE
0
0
0
7720
PROCTER & GAMBLE CO
COM
742718109
2
22
SH
SOLE
0
0
0
22
ROPER TECHNOLOGIES INC
COM
776696106
26
149
SH
SOLE
0
0
0
149
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
38945
752844
SH
SOLE
0
0
0
752844
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
2335
43076
SH
SOLE
0
0
0
43076
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
5
95
SH
SOLE
0
0
0
95
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
74
1295
SH
SOLE
0
0
0
1295
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
24
990
SH
SOLE
0
0
0
990
SPDR S&P 500 ETF TR
TR UNIT
78462F103
702
3411
SH
SOLE
0
0
0
3411
SPDR SERIES TRUST
DJ REIT ETF
78464A607
9
102
SH
SOLE
0
0
0
102
SPDR SERIES TRUST
DB INT GVT ETF
78464A490
135
2450
SH
SOLE
0
0
0
2450
SPDR SERIES TRUST
BRC HGH YLD BD
78464A417
62
1602
SH
SOLE
0
0
0
1602
SPDR SERIES TRUST
RUSSELL 3000 ETF
78464A805
67
431
SH
SOLE
0
0
0
431
T2 BIOSYSTEMS INC
COM
89853L104
10
610
SH
SOLE
0
0
0
610
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
9483
116704
SH
SOLE
0
0
0
116704
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
25682
490393
SH
SOLE
0
0
0
490393
VANGUARD INDEX FDS
REIT ETF
922908553
3910
52347
SH
SOLE
0
0
0
52347
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
6317
33453
SH
SOLE
0
0
0
33453
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
6682
62435
SH
SOLE
0
0
0
62435
VANGUARD INDEX FDS
VALUE ETF
922908744
2865
34370
SH
SOLE
0
0
0
34370
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
142
1546
SH
SOLE
0
0
0
1546
VANGUARD INDEX FDS
SMALL CP ETF
922908751
511
4206
SH
SOLE
0
0
0
4206
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
96
1014
SH
SOLE
0
0
0
1014
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
109
1011
SH
SOLE
0
0
0
1011
VANGUARD INDEX FDS
GROWTH ETF
922908736
557
5201
SH
SOLE
0
0
0
5201
VANGUARD INTL EQUITY INDEX
FTSE EMR MKT ETF
922042858
1155
28248
SH
SOLE
0
0
0
28248
VANGUARD INTL EQUITY INDEX
GLB EX US ETF
922042676
153
2750
SH
SOLE
0
0
0
2750
VANGUARD INTL EQUITY INDEX
TT WRLD ST ETF
922042742
104
1689
SH
SOLE
0
0
0
1689
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
8640
177485
SH
SOLE
0
0
0
177485
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
738
13965
SH
SOLE
0
0
0
13965
VANGUARD SPECIALIZED PORTFO
DIV APP ETF
921908844
33
415
SH
SOLE
0
0
0
415
VANGUARD TAX MANAGED INTL F
FTSE DEV MKT ETF
921943858
2014
50792
SH
SOLE
0
0
0
50792
VANGUARD WHITEHALL FDS INC
EMERG MKT BD ETF
921946885
742
9644
SH
SOLE
0
0
0
9644
VIACOM INC NEW
CL B
92553P201
3
52
SH
SOLE
0
0
0
52