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Institutional Investment Manager
Sensible Financial Planning & Management, LLC.
Sensible Financial Planning & Management, LLC. (CIK: 0001567738) incorporated in Massachusetts, located at 203 Crescent St, Waltham, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001567738-14-000002) filed in 2014.11.21
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD CHARLOTTE FDS 610,655 31,821 27.70%
2 SCHWAB US AGGREGATE BOND ETF 458,388 23,729 20.66%
3 VANGUARD MALVERN FDS 312,104 13,777 11.99%
4 VANGUARD BD INDEX FDS 126,343 9,320 8.11%
5 VANGUARD WHITEHALL FDS INC 58,346 4,595 4.00%
6 VANGUARD INDEX FDS 61,755 4,328 3.77%
7 VANGUARD INDEX FDS 47,600 3,866 3.37%
8 ISHARES 91,306 2,802 2.44%
9 ISHARES TR 25,400 2,732 2.38%
10 SCHWAB US TIPS ETF 49,838 2,700 2.35%
11 VANGUARD TAX-MANAGED FDS 58,427 2,322 2.02%
12 VANGUARD MORTG-BACK SEC ETF 40,667 2,138 1.86%
13 ISHARES MSCI EAFE SMALL CAP IDX FD 23,594 1,144 1.00%
14 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 20,440 1,074 0.94%
15 ISHARES TR 12,737 972 0.85%
16 VISTAPRINT N V 14,980 821 0.71%
17 VANGUARD BD INDEX FDS 8,691 696 0.61%
18 SPDR SERIES TRUST 16,097 647 0.56%
19 VANGUARD INDEX FDS 5,788 577 0.50%
20 SPDR S&P 500 ETF TR 2,487 490 0.43%
21 SCHWAB U.S. BROAD MARKET ETF 9,544 454 0.40%
22 ISHARES TR 3,095 335 0.29%
23 ISHARES TR 3,034 325 0.28%
24 VANGUARD INTL EQUITY INDEX F 5,425 295 0.26%
25 S&P Developed Ex-U.S. Property Index Fund 7,895 289 0.25%
26 ISHARES TR 2,471 271 0.24%
27 ISHARES TR 2,260 249 0.22%
28 ISHARES TR 3,746 241 0.21%
29 ISHARES TR 5,687 236 0.21%
30 ISHARES TR 2,489 225 0.20%
31 VANGUARD INDEX FDS 2,165 216 0.19%
32 VANGUARD INDEX FDS 1,776 149 0.13%
33 SPDR SERIES TRUST 9,573 147 0.13%
34 VANGUARD INDEX FDS 1,014 91 0.08%
35 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 537 79 0.07%
36 SPDR SER TR 2,543 76 0.07%
37 ISHARES TR 703 74 0.06%
38 SCHWAB U.S. SMALL-CAP ETF 1,055 54 0.05%
39 ISHARES 7-10 YEAR TREASURY BOND ETF 439 45 0.04%
40 ISHARES TR 424 42 0.04%
41 ISHARES INTERNATIONAL INFLATION-LINKED BOND ETF 824 38 0.03%
42 VANGUARD INTL EQUITY INDEX F 474 29 0.03%
43 ISHARES TR 520 29 0.03%
44 SPDR GOLD TR 226 26 0.02%
45 SCHWAB EMERGING MARKETS EQUITY ETF 990 25 0.02%
46 WISDOMTREE TR 381 20 0.02%
47 ISHARES 399 19 0.02%
48 SPDR DOW JONES REIT ETF 197 16 0.01%
49 ISHARES TR 158 16 0.01%
50 VANGUARD INDEX FDS 174 15 0.01%
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