Member and CCO

0001567738-16-000014.txt : 20161114 0001567738-16-000014.hdr.sgml : 20161111 20161114092637 ACCESSION NUMBER: 0001567738-16-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 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: 161991185 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 09-30-2016 09-30-2016 Sensible Financial Planning & Management, LLC.

203 CRESCENT ST SUITE 404 WALTHAM MA 02453

13F HOLDINGS REPORT 028-15097 N Frederick Miller Member and CCO 781-642-0890 Frederick Miller Waltham MA 11-14-2016 0 80 145425 false INFORMATION TABLE 2 SFPM.13F.2016Q3.xml ACTIVISION BLIZZARD INC COM 00507V109 13 300 SH SOLE 0 0 0 300 AMAZON COM INC COM 023135106 21 25 SH SOLE 0 0 0 25 APPLE INC COM 037833100 9 80 SH SOLE 0 0 0 80 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67 463 SH SOLE 0 0 0 463 CBS CORP NEW CL B 124857202 3 50 SH SOLE 0 0 0 50 CABOT CORP COM 127055101 353 6742 SH SOLE 0 0 0 6742 CABOT MICROELECTRONICS CORP COM 12709P103 623 11767 SH SOLE 0 0 0 11767 CATERPILLAR INC DEL COM 149123101 1 11 SH SOLE 0 0 0 11 COSTCO WHSL CORP NEW COM 22160K105 9 62 SH SOLE 0 0 0 62 DELL TECHNOLOGIES INC COM CL V 24703L103 2 50 SH SOLE 0 0 0 50 DISNEY WALT CO COM DISNEY 254687106 9 96 SH SOLE 0 0 0 96 FACEBOOK INC CL A 30303M102 16 125 SH SOLE 0 0 0 125 GENERAL ELECTRIC CO COM 369604103 36 1224 SH SOLE 0 0 0 1224 ISHARES MSCI THI CAP ETF 464286624 11 154 SH SOLE 0 0 0 154 ISHARES MSCI SINGAP ETF 464286673 9 835 SH SOLE 0 0 0 835 ISHARES MSCI MALAYSI ETF 464286830 6 745 SH SOLE 0 0 0 745 ISHARES TR CORE S&P TTL STK 464287150 12 236 SH SOLE 0 0 0 236 ISHARES TR SELECT DIVID ETF 464287168 38 446 SH SOLE 0 0 0 446 ISHARES TR TIPS BD ETF 464287176 769 6602 SH SOLE 0 0 0 6602 ISHARES TR CORE S&P500 ETF 464287200 24 112 SH SOLE 0 0 0 112 ISHARES TR CORE US AGGBD ET 464287226 988 8785 SH SOLE 0 0 0 8785 ISHARES TR MSCI EMG MKT ETF 464287234 151 4044 SH SOLE 0 0 0 4044 ISHARES TR S&P 500 GRWT ETF 464287309 15 125 SH SOLE 0 0 0 125 ISHARES TR S&P 500 VAL ETF 464287408 150 1582 SH SOLE 0 0 0 1582 ISHARES TR MSCI EAFE ETF 464287465 35 597 SH SOLE 0 0 0 597 ISHARES TR CORE S&P SCP ETF 464287804 204 1647 SH SOLE 0 0 0 1647 ISHARES TR SP SMCP600VL ETF 464287879 215 1719 SH SOLE 0 0 0 1719 ISHARES TR EAFE SML CP ETF 464288273 98 1871 SH SOLE 0 0 0 1871 ISHARES TR NATIONAL MUN ETF 464288414 276 2447 SH SOLE 0 0 0 2447 ISHARES TR INTL DEVPPTY ETF 464288422 113 2979 SH SOLE 0 0 0 2979 ISHARES TR EAFE VALUE ETF 464288877 1 20 SH SOLE 0 0 0 20 ISHARES TR MSCI INDONIA ETF 46429B309 14 537 SH SOLE 0 0 0 537 ISHARES TR 0-5 YR TIPS ETF 46429B747 450 4447 SH SOLE 0 0 0 4447 ISHARES TR CORE MSCI EAFE 46432F842 9 157 SH SOLE 0 0 0 157 ISHARES INC CORE MSCI EMKT 46434G103 348 7628 SH SOLE 0 0 0 7628 NETFLIX INC COM 64110L106 9 88 SH SOLE 0 0 0 88 NIKE INC CL B 654106103 8 160 SH SOLE 0 0 0 160 OREXIGEN THERAPEUTICS INC COM NEW 686164302 0 7 SH SOLE 0 0 0 7 PEPSICO INC COM 713448108 11 100 SH SOLE 0 0 0 100 PIMCO ETF TR 1-5 US TIP IDX 72201R205 163 3093 SH SOLE 0 0 0 3093 PRICELINE GRP INC COM NEW 741503403 12 8 SH SOLE 0 0 0 8 ROPER TECHNOLOGIES INC COM 776696106 27 149 SH SOLE 0 0 0 149 SPDR S&P 500 ETF TR TR UNIT 78462F103 838 3873 SH SOLE 0 0 0 3873 SPDR GOLD TRUST GOLD SHS 78463V107 14 108 SH SOLE 0 0 0 108 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 4 104 SH SOLE 0 0 0 104 SPDR SERIES TRUST CITI INT GVT ETF 78464A490 27 480 SH SOLE 0 0 0 480 SPDR SERIES TRUST DJ REIT ETF 78464A607 10 102 SH SOLE 0 0 0 102 SPDR SERIES TRUST RUSSELL 3000 ETF 78464A805 25 152 SH SOLE 0 0 0 152 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 55402 1032264 SH SOLE 0 0 0 1032264 SCHWAB STRATEGIC TR US REIT ETF 808524847 54 1267 SH SOLE 0 0 0 1267 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3032 53112 SH SOLE 0 0 0 53112 SCRIPPS NETWORKS INTERACT I CL A COM 811065101 6 101 SH SOLE 0 0 0 101 SMITH & WESSON HLDG CORP COM 831756101 13 500 SH SOLE 0 0 0 500 TAKE-TWO INTERACTIVE SOFTWA COM 874054109 27 600 SH SOLE 0 0 0 600 UNDER ARMOUR INC CL A 904311107 4 100 SH SOLE 0 0 0 100 UNDER ARMOUR INC CL C 904311206 3 100 SH SOLE 0 0 0 100 VANGUARD SPECIALIZED PORTFO DIV APP ETF 921908844 15 177 SH SOLE 0 0 0 177 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 11 134 SH SOLE 0 0 0 134 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 9304 110579 SH SOLE 0 0 0 110579 VANGUARD TAX MANAGED INTL F FTSE DEV MKT ETF 921943858 2961 79149 SH SOLE 0 0 0 79149 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 0 2 SH SOLE 0 0 0 2 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7171 144434 SH SOLE 0 0 0 144434 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 30255 539888 SH SOLE 0 0 0 539888 VANGUARD INTL EQUITY INDEX GLB EX US ETF 922042676 199 3548 SH SOLE 0 0 0 3548 VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 922042742 147 2418 SH SOLE 0 0 0 2418 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858 1430 38015 SH SOLE 0 0 0 38015 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 447 4500 SH SOLE 0 0 0 4500 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 309 5735 SH SOLE 0 0 0 5735 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13258 66729 SH SOLE 0 0 0 66729 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 105 1120 SH SOLE 0 0 0 1120 VANGUARD INDEX FDS REIT ETF 922908553 4999 57633 SH SOLE 0 0 0 57633 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6 50 SH SOLE 0 0 0 50 VANGUARD INDEX FDS LARGE CAP ETF 922908637 101 1014 SH SOLE 0 0 0 1014 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 41 446 SH SOLE 0 0 0 446 VANGUARD INDEX FDS GROWTH ETF 922908736 824 7340 SH SOLE 0 0 0 7340 VANGUARD INDEX FDS VALUE ETF 922908744 2361 27139 SH SOLE 0 0 0 27139 VANGUARD INDEX FDS SMALL CP ETF 922908751 259 2121 SH SOLE 0 0 0 2121 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5676 50988 SH SOLE 0 0 0 50988 VIACOM INC NEW CL B 92553P201 2 52 SH SOLE 0 0 0 52 CIMPRESS N V SHS EURO N20146101 757 7480 SH SOLE 0 0 0 7480