0001567738-20-000008.txt : 20201106 0001567738-20-000008.hdr.sgml : 20201106 20201106082732 ACCESSION NUMBER: 0001567738-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201106 DATE AS OF CHANGE: 20201106 EFFECTIVENESS DATE: 20201106 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: 201292508 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 09-30-2020 09-30-2020 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 11-06-2020 0 37 244484 false INFORMATION TABLE 2 SFPM.13F.2020Q3.xml APPLE INC COM 037833100 634 5472 SH SOLE 0 0 0 5472 CABOT CORP COM 127055101 992 27519 SH SOLE 0 0 0 27519 ISHARES INC MSCI CDA ETF 464286509 268 9782 SH SOLE 0 0 0 9782 ISHARES TR TIPS BD ETF 464287176 378 2992 SH SOLE 0 0 0 2992 ISHARES TR CORE US AGGBD ET 464287226 2476 20975 SH SOLE 0 0 0 20975 ISHARES TR MSCI EMG MKT ETF 464287234 381 8651 SH SOLE 0 0 0 8651 ISHARES TR S&P 500 VAL ETF 464287408 394 3500 SH SOLE 0 0 0 3500 ISHARES TR MSCI EAFE ETF 464287465 378 5940 SH SOLE 0 0 0 5940 ISHARES TR SP SMCP600VL ETF 464287879 265 2168 SH SOLE 0 0 0 2168 ISHARES TR NATIONAL MUN ETF 464288414 251 2165 SH SOLE 0 0 0 2165 ISHARES TR 0-5 YR TIPS ETF 46429B747 11332 108898 SH SOLE 0 0 0 108898 ISHARES TR MSCI USA MMENTM 46432F396 10685 72488 SH SOLE 0 0 0 72488 ISHARES INC CORE MSCI EMKT 46434G103 1700 32201 SH SOLE 0 0 0 32201 SPDR S&P 500 ETF TR TR UNIT 78462F103 1165 3478 SH SOLE 0 0 0 3478 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2520 86117 SH SOLE 0 0 0 86117 SPDR SER TR SPDR S&P 500 ETF 78468R796 6848 81984 SH SOLE 0 0 0 81984 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11137 138127 SH SOLE 0 0 0 138127 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 52988 944873 SH SOLE 0 0 0 944873 SCHWAB STRATEGIC TR US REIT ETF 808524847 2964 83801 SH SOLE 0 0 0 83801 SCHWAB STRATEGIC TR US TIPS ETF 808524870 11060 179457 SH SOLE 0 0 0 179457 VANGUARD WORLD FD MEGA CAP INDEX 921910873 3171 26450 SH SOLE 0 0 0 26450 VANGUARD BD INDEX FDS INTERMED TERM 921937819 10596 113349 SH SOLE 0 0 0 113349 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 6503 73718 SH SOLE 0 0 0 73718 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3646 89136 SH SOLE 0 0 0 89136 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4695 92031 SH SOLE 0 0 0 92031 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 61693 1060290 SH SOLE 0 0 0 1060290 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 263 3264 SH SOLE 0 0 0 3264 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1169 27024 SH SOLE 0 0 0 27024 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1596 10481 SH SOLE 0 0 0 10481 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10914 35475 SH SOLE 0 0 0 35475 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3072 38911 SH SOLE 0 0 0 38911 VANGUARD INDEX FDS SM CP VAL ETF 922908611 288 2601 SH SOLE 0 0 0 2601 VANGUARD INDEX FDS MID CAP ETF 922908629 955 5418 SH SOLE 0 0 0 5418 VANGUARD INDEX FDS GROWTH ETF 922908736 3212 14113 SH SOLE 0 0 0 14113 VANGUARD INDEX FDS VALUE ETF 922908744 1427 13651 SH SOLE 0 0 0 13651 VANGUARD INDEX FDS SMALL CP ETF 922908751 1342 8727 SH SOLE 0 0 0 8727 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11126 65325 SH SOLE 0 0 0 65325