0001567738-24-000005.txt : 20240506 0001567738-24-000005.hdr.sgml : 20240506 20240506110203 ACCESSION NUMBER: 0001567738-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 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: 24916347 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 03-31-2024 03-31-2024 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 05-06-2024 0 29 452270 false INFORMATION TABLE 2 SFPM.13F.2024Q1.xml CABOT CORP COM 127055101 2727 29577 SH SOLE 0 0 0 29577 CARROLS RESTAURANT GROUP INC COM 14574X104 243 25567 SH SOLE 0 0 0 25567 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 378 12521 SH SOLE 0 0 0 12521 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 384 10522 SH SOLE 0 0 0 10522 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 904 16608 SH SOLE 0 0 0 16608 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 6413 155460 SH SOLE 0 0 0 155460 ISHARES TR 0-5 YR TIPS ETF 46429B747 18856 189637 SH SOLE 0 0 0 189637 ISHARES TR MSCI USA MMENTM 46432F396 19649 104877 SH SOLE 0 0 0 104877 ISHARES TR MBS ETF 464288588 58753 635717 SH SOLE 0 0 0 635717 ISHARES TR USD INV GRDE ETF 464288620 67085 1321344 SH SOLE 0 0 0 1321344 SCHWAB STRATEGIC TR US REIT ETF 808524847 6721 331094 SH SOLE 0 0 0 331094 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11507 185414 SH SOLE 0 0 0 185414 SCHWAB STRATEGIC TR US TIPS ETF 808524870 75604 1449463 SH SOLE 0 0 0 1449463 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7085 197680 SH SOLE 0 0 0 197680 SPDR SER TR SPDR S&P 500 ETF 78468R796 16788 392237 SH SOLE 0 0 0 392237 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 70865 1440648 SH SOLE 0 0 0 1440648 VANGUARD INDEX FDS VALUE ETF 922908744 1913 11744 SH SOLE 0 0 0 11744 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2969 34332 SH SOLE 0 0 0 34332 VANGUARD INDEX FDS SMALL CP ETF 922908751 3616 15820 SH SOLE 0 0 0 15820 VANGUARD INDEX FDS GROWTH ETF 922908736 4509 13100 SH SOLE 0 0 0 13100 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18686 38873 SH SOLE 0 0 0 38873 VANGUARD INDEX FDS TOTAL STK MKT 922908769 20547 79057 SH SOLE 0 0 0 79057 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1888 45198 SH SOLE 0 0 0 45198 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2569 53652 SH SOLE 0 0 0 53652 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 1620 23608 SH SOLE 0 0 0 23608 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 8812 193209 SH SOLE 0 0 0 193209 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 9746 127200 SH SOLE 0 0 0 127200 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3817 76086 SH SOLE 0 0 0 76086 VANGUARD WORLD FD MEGA CAP INDEX 921910873 7616 40757 SH SOLE 0 0 0 40757