0001567738-14-000002.txt : 20141121 0001567738-14-000002.hdr.sgml : 20141121 20141121140726 ACCESSION NUMBER: 0001567738-14-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141121 DATE AS OF CHANGE: 20141121 EFFECTIVENESS DATE: 20141121 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: 141242475 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 09-30-2014 09-30-2014 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 11-21-2014 0 71 114863 false
INFORMATION TABLE 2 SFPM.13F.Q3.2014.xml FACEBOOK INC CL A 30303M102 2 25 SH SOLE 0 0 0 25 CLAYMORE EXCHANGE TRD FD TR GUG BLT2016 HY 18383M415 11 421 SH SOLE 0 0 0 421 CLAYMORE EXCHANGE TRD FD TR GUGG BRIC ETF 18383M100 10 286 SH SOLE 0 0 0 286 CLAYMORE EXCHANGE TRD FD TR GUG BLT2018 HY 18383M381 12 434 SH SOLE 0 0 0 434 CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2014 18383M431 11 420 SH SOLE 0 0 0 420 CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2015 18383M423 11 421 SH SOLE 0 0 0 421 CLAYMORE EXCHANGE TRD FD TR GUG BLT2017 HY 18383M399 11 421 SH SOLE 0 0 0 421 HIGHER ONE HLDGS INC COM 42983D104 7 2815 SH SOLE 0 0 0 2815 ISHARES TR 0-5 YR TIPS ETF 46429B747 16 158 SH SOLE 0 0 0 158 ISHARES TR CORE US AGGBD ET 464287226 2732 25400 SH SOLE 0 0 0 25400 ISHARES MBS ETF 464288588 335 3095 SH SOLE 0 0 0 3095 ISHARES TR TIPS BD ETF 464287176 972 12737 SH SOLE 0 0 0 12737 ISHARES TR 7-10 Y TR BD ETF 464287440 45 439 SH SOLE 0 0 0 439 ISHARES MSCI SINGAP ETF 464286673 9 645 SH SOLE 0 0 0 645 ISHARES TR INTL INFL-LKD BD 46429B770 38 824 SH SOLE 0 0 0 824 ISHARES MSCI CDA ETF 464286509 2802 91306 SH SOLE 0 0 0 91306 ISHARES TR MSCI EAFE ETF 464287465 241 3746 SH SOLE 0 0 0 3746 ISHARES MSCI EM VAL ETF 464286459 19 399 SH SOLE 0 0 0 399 ISHARES TR MSCI EMG MKT ETF 464287234 236 5687 SH SOLE 0 0 0 5687 ISHARES TR MSCI INDONIA ETF 46429B309 8 292 SH SOLE 0 0 0 292 ISHARES MSCI THI CAP ETF 464286624 9 111 SH SOLE 0 0 0 111 ISHARES NAT AMT FREE BD 464288414 271 2471 SH SOLE 0 0 0 2471 ISHARES TR RUS 1000 VAL ETF 464287598 42 424 SH SOLE 0 0 0 424 ISHARES TR S&P 500 VAL ETF 464287408 225 2489 SH SOLE 0 0 0 2489 ISHARES TR CORE S&P SCP ETF 464287804 74 703 SH SOLE 0 0 0 703 ISHARES TR SP SMCP600GR ETF 464287887 5 41 SH SOLE 0 0 0 41 ISHARES TR SP SMCP600VL ETF 464287879 325 3034 SH SOLE 0 0 0 3034 ISHARES SHRT TRS BD ETF 464288679 249 2260 SH SOLE 0 0 0 2260 ISHARES EAFE SML CP ETF 464288273 1144 23594 SH SOLE 0 0 0 23594 ISHARES EAFE VALUE ETF 464288877 29 520 SH SOLE 0 0 0 520 ISHARES INTL DEVPPTY ETF 464288422 289 7895 SH SOLE 0 0 0 7895 ISHARES MSCI MALAYSI ETF 464286830 9 595 SH SOLE 0 0 0 595 NEWMONT MINING CORP COM 651639106 2 100 SH SOLE 0 0 0 100 PEPSICO INC COM 713448108 9 100 SH SOLE 0 0 0 100 PIMCO ETF TR 1-5 US TIP IDX 72201R205 1074 20440 SH SOLE 0 0 0 20440 POWERSHARES ETF TRUST FND PUR SMVAL PT 73935X864 5 205 SH SOLE 0 0 0 205 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2700 49838 SH SOLE 0 0 0 49838 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 25 990 SH SOLE 0 0 0 990 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 54 1055 SH SOLE 0 0 0 1055 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 454 9544 SH SOLE 0 0 0 9544 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 23729 458388 SH SOLE 0 0 0 458388 SPDR GOLD TRUST GOLD SHS 78463V107 26 226 SH SOLE 0 0 0 226 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 8 171 SH SOLE 0 0 0 171 SPDR SERIES TRUST RUSSELL 3000 ETF 78464A805 79 537 SH SOLE 0 0 0 537 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 647 16097 SH SOLE 0 0 0 16097 SPDR SERIES TRUST DB INT GVT ETF 78464A490 147 9573 SH SOLE 0 0 0 9573 SPDR SERIES TRUST DJ REIT ETF 78464A607 16 197 SH SOLE 0 0 0 197 SPDR SER TR SHT TRM HGH YLD 78468R408 76 2543 SH SOLE 0 0 0 2543 SPDR S&P 500 ETF TR TR UNIT 78462F103 490 2487 SH SOLE 0 0 0 2487 T2 BIOSYSTEMS INC COM 89853L104 11 610 SH SOLE 0 0 0 610 TARGET CORP COM 87612e106 14 227 SH SOLE 0 0 0 227 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 9320 126343 SH SOLE 0 0 0 126343 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14 145 SH SOLE 0 0 0 145 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15 174 SH SOLE 0 0 0 174 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 4595 58346 SH SOLE 0 0 0 58346 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 149 1776 SH SOLE 0 0 0 1776 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 29 474 SH SOLE 0 0 0 474 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 295 5425 SH SOLE 0 0 0 5425 VANGUARD INDEX FDS GROWTH ETF 922908736 577 5788 SH SOLE 0 0 0 5788 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 31821 610655 SH SOLE 0 0 0 610655 VANGUARD INDEX FDS LARGE CAP ETF 922908637 91 1014 SH SOLE 0 0 0 1014 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 13777 312104 SH SOLE 0 0 0 312104 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2138 40667 SH SOLE 0 0 0 40667 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2322 58427 SH SOLE 0 0 0 58427 VANGUARD INDEX FDS REIT ETF 922908553 4328 61755 SH SOLE 0 0 0 61755 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 696 8691 SH SOLE 0 0 0 8691 VANGUARD INDEX FDS SM CP VAL ETF 922908611 216 2165 SH SOLE 0 0 0 2165 VANGUARD INDEX FDS VALUE ETF 922908744 3866 47600 SH SOLE 0 0 0 47600 VISTAPRINT N V VISTAPRINT N V G93762204 821 14980 SH SOLE 0 0 0 14980 WHOLE FOODS MKT INC COM 966837106 8 200 SH SOLE 0 0 0 200 WISDOMTREE TR DEFA FD 97717W703 20 381 SH SOLE 0 0 0 381