0001567738-21-000006.txt : 20210729 0001567738-21-000006.hdr.sgml : 20210729 20210729123942 ACCESSION NUMBER: 0001567738-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210729 DATE AS OF CHANGE: 20210729 EFFECTIVENESS DATE: 20210729 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: 211126124 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 06-30-2021 06-30-2021 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 07-29-2021 0 44 296193 false INFORMATION TABLE 2 SFPM.13F.2021Q2.xml APPLE INC COM 037833100 813 5937 SH SOLE 0 0 0 5937 CMC MATERIALS INC COM 12571T100 2571 17058 SH SOLE 0 0 0 17058 CABOT CORP COM 127055101 1423 24999 SH SOLE 0 0 0 24999 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4984 111231 SH SOLE 0 0 0 111231 ISHARES INC MSCI CDA ETF 464286509 362 9710 SH SOLE 0 0 0 9710 ISHARES TR TIPS BD ETF 464287176 621 4851 SH SOLE 0 0 0 4851 ISHARES TR CORE S&P500 ETF 464287200 249 579 SH SOLE 0 0 0 579 ISHARES TR CORE US AGGBD ET 464287226 2273 19709 SH SOLE 0 0 0 19709 ISHARES TR MSCI EMG MKT ETF 464287234 488 8845 SH SOLE 0 0 0 8845 ISHARES TR S&P 500 VAL ETF 464287408 213 1441 SH SOLE 0 0 0 1441 ISHARES TR MSCI EAFE ETF 464287465 469 5940 SH SOLE 0 0 0 5940 ISHARES TR SP SMCP600VL ETF 464287879 404 3836 SH SOLE 0 0 0 3836 ISHARES TR EAFE SML CP ETF 464288273 201 2707 SH SOLE 0 0 0 2707 ISHARES TR NATIONAL MUN ETF 464288414 254 2165 SH SOLE 0 0 0 2165 ISHARES TR 0-5 YR TIPS ETF 46429B747 13114 123359 SH SOLE 0 0 0 123359 ISHARES TR MSCI USA MMENTM 46432F396 12883 74282 SH SOLE 0 0 0 74282 ISHARES INC CORE MSCI EMKT 46434G103 1899 28347 SH SOLE 0 0 0 28347 SPDR S&P 500 ETF TR TR UNIT 78462F103 1532 3580 SH SOLE 0 0 0 3580 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3633 98752 SH SOLE 0 0 0 98752 SPDR SER TR SPDR S&P 500 ETF 78468R796 9536 89842 SH SOLE 0 0 0 89842 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11958 115016 SH SOLE 0 0 0 115016 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 61364 1123890 SH SOLE 0 0 0 1123890 SCHWAB STRATEGIC TR US REIT ETF 808524847 4403 96157 SH SOLE 0 0 0 96157 SCHWAB STRATEGIC TR US TIPS ETF 808524870 13086 209341 SH SOLE 0 0 0 209341 VANGUARD STAR FDS VG TL INTL STK F 921909768 859 13071 SH SOLE 0 0 0 13071 VANGUARD WORLD FD MEGA CAP INDEX 921910873 6043 39665 SH SOLE 0 0 0 39665 VANGUARD BD INDEX FDS INTERMED TERM 921937819 10743 119415 SH SOLE 0 0 0 119415 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 6408 74607 SH SOLE 0 0 0 74607 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4259 82662 SH SOLE 0 0 0 82662 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4515 86147 SH SOLE 0 0 0 86147 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 69267 1213076 SH SOLE 0 0 0 1213076 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1232 9032 SH SOLE 0 0 0 9032 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 373 3599 SH SOLE 0 0 0 3599 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1651 30407 SH SOLE 0 0 0 30407 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 2072 10409 SH SOLE 0 0 0 10409 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12161 30902 SH SOLE 0 0 0 30902 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3975 39055 SH SOLE 0 0 0 39055 VANGUARD INDEX FDS SM CP VAL ETF 922908611 431 2484 SH SOLE 0 0 0 2484 VANGUARD INDEX FDS MID CAP ETF 922908629 1265 5329 SH SOLE 0 0 0 5329 VANGUARD INDEX FDS LARGE CAP ETF 922908637 256 1274 SH SOLE 0 0 0 1274 VANGUARD INDEX FDS GROWTH ETF 922908736 3847 13414 SH SOLE 0 0 0 13414 VANGUARD INDEX FDS VALUE ETF 922908744 1654 12035 SH SOLE 0 0 0 12035 VANGUARD INDEX FDS SMALL CP ETF 922908751 2166 9614 SH SOLE 0 0 0 9614 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14283 64101 SH SOLE 0 0 0 64101