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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
51 TARGET CORP 227 14 0.01%
52 VANGUARD BD INDEX FDS 126,343 9,320 8.11%
53 VANGUARD BD INDEX FDS 8,691 696 0.61%
54 VANGUARD CHARLOTTE FDS 610,655 31,821 27.70%
55 VANGUARD INDEX FDS 174 15 0.01%
56 VANGUARD INDEX FDS 145 14 0.01%
57 VANGUARD INDEX FDS 1,776 149 0.13%
58 VANGUARD INDEX FDS 5,788 577 0.50%
59 VANGUARD INDEX FDS 1,014 91 0.08%
60 VANGUARD INDEX FDS 61,755 4,328 3.77%
61 VANGUARD INDEX FDS 2,165 216 0.19%
62 VANGUARD INDEX FDS 47,600 3,866 3.37%
63 VANGUARD INTL EQUITY INDEX F 5,425 295 0.26%
64 VANGUARD INTL EQUITY INDEX F 474 29 0.03%
65 VANGUARD MALVERN FDS 312,104 13,777 11.99%
66 VANGUARD MORTG-BACK SEC ETF 40,667 2,138 1.86%
67 VANGUARD TAX-MANAGED FDS 58,427 2,322 2.02%
68 VANGUARD WHITEHALL FDS INC 58,346 4,595 4.00%
69 VISTAPRINT N V 14,980 821 0.71%
70 WHOLE FOODS MKT INC 200 8 0.01%
71 WISDOMTREE TR 381 20 0.02%
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